How to receive Twilio Messages in Zoho Creator.

The Problem:

You would like to post the incoming messages to Twilio into Zoho Creator form. Twilio allow specifying a webhook url to post the message data when an incoming sms is received.

Is this possible? You do not want to use any intermediate php or any code?

The Answer:

Yes, it is possible.

Step 1: Create Form fields to receive Twilio Response

Check Twilio’s webhook response parameters and create field names with exact same names. Refer tohttps://www.twilio.com/docs/api/twiml/sms/twilio_request

Step 2: Set up Webhook in Twilio to POST to Zoho Creator

Go to Twilio’s phone numbers page and set up Incoming message action to post to Zoho Creator. Refer to Zoho Creator REST API -> https://www.zoho.com/creator/help/api/rest-api/rest-api-add-records.html

Step 3: Setup Done. Send a Message

And you will see the message in your Zoho Creator Report.

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How to disable logged in WordPress user notification on Zoho SalesIQ?

We use WordPress for our website. We also use Zoho SalesIQ to track visitors and chat with them. But, It gets annoying when our employees with WordPress login visits the web page and we get notified on SalesIQ. We decided to stop that from happening. This is what we did. I’m sure there are other approaches, but this is what we do.

Step 1: Find out the SalesIQ plugin

If you look at your hosting file manager or the plugin page on WordPress admin site, you can find out the SalesIQ plugin folder. Get into that and find the index.php file.

Step 2: Edit the index.php file

Warning: This is not a preferred method to edit a plugin. You should always copy the plugin, edit files and upload them as a new one. Editing an existing plugin also affects the changes when the plugin is updated by the developer(Zoho). Keeping that in mind, please proceed to the further steps with caution.

Find the line that starts with “function ld_embedchat()“. It is a php function and that is where Zoho SalesIQ decides whether or not to show the chat

Step 3: Edit the ld_embedchat() function

In the first if, where they return an empty value, add your custom script.

Step 3.1: To Hide SalesIQ for Logged In Users

Add “|| is_user_logged_in()” as criteria. It should look like


if ( !preg_match( "/^<script[^>]*>.+float\.ls.+<\/script>$/s", $ldcode_str ) || is_user_logged_in() )
{
return;
}

Instead of

if ( !preg_match( "/^<script[^>]*>.+float\.ls.+<\/script>$/s", $ldcode_str ) )
{
return;
}

Step 3.2: To Hide SalesIQ based on custom IP address

Get the IP address of the visitor using the below script

$ip_to_hide = "yourIPAddress";//add the IP address for which you want to hide SalesIQ

if ( ! empty( $_SERVER['HTTP_CLIENT_IP'] ) ) {
$ip = $_SERVER['HTTP_CLIENT_IP'];
} elseif ( ! empty( $_SERVER['HTTP_X_FORWARDED_FOR'] ) ) {
$ip = $_SERVER['HTTP_X_FORWARDED_FOR'];
} else {
$ip = $_SERVER['REMOTE_ADDR'];
}

Add it to your if criteria as,


if ( !preg_match( "/^<script[^>]*>.+float\.ls.+<\/script>$/s", $ldcode_str ) || is_user_logged_in() || $ip == $ip_to_hide )
{
return;
}

Step 4: Update plugin

Once you have completed the above step. Click Update File – If you’re editing from WP admin page- or upload the edited file to your server.

If you reload your website – clear cache probably- you will no longer be notified for your wordpress users on Zoho SalesIQ.

If you have any questions or suggestions, please contact us from our Contact page.

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