Integrate Salesflare with Zoho Cliq
Send information between Salesflare and Zoho Cliq automatically, without writing any code, using Zoho Flow.
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Send Zoho Cliq messages for new opportunities in Salesflare
This flow sends a message in a specific Zoho Cliq channel each time an opportunity is created in Salesflare. Keep your entire team updated of the new business deals you are acquiring.
How it works
1. A new opportunity is added in Salesflare.
2. Zoho Flow sends a message in a specific channel in Zoho Cliq.
Send Zoho Cliq messages for new opportunities in Salesflare
Salesflare + Zoho Cliq
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Supported triggers and actions
Integrate Salesflare and Zoho Cliq using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New account
Triggers when a new account is created
New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks
Create call
Creates a new call
Create task
Creates a new task
Create contact
Creates a new contact
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create opportunity
Creates a new opportunity
Create meeting
Creates a new meeting
Add contact to account
Adds an existing contact to the selected account
Fetch person
Fetches a person by ID, name, or email
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch user
Fetches a user by ID, name, or email
Message to bot
Sends a message to the selected bot
Add bot in a channel
Adds a bot to the selected channel
Create thread
Creates a new thread using message ID
Message as bot on channel
Message as a bot on the specified channel
Post card to channel
Posts a card to the specified channel
Create channel
Creates a new channel
Message as bot to user
Posts a message as a bot to the specified user
Message in channel
Posts a message in a channel
Delete channel
Deletes the selected channel
Add user status
Adds the specified status to an existing user
Message user
Sends a message to the specified user
Pin message
Pin an existing message in a conversation using message ID
Add channel member
Adds a new channel member
Archive channel
Archives the selected channel
Post card to chat
Posts a card to the specified chat
Message as bot
Posts message as the specified bot in the selected chat or channel
Update channel
Updates the details of an existing channel
Unarchive channel
Unarchives the selected channel
Update channel member role
Updates the role of a channel member
Fetch user by name or email
Fetches an existing user by name or email address
Fetch team
Fetches the details of an existing team by name
Fetch channel
Fetches the details of an existing channel by name
Remove channel member
Removes the specified member from the selected channel
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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CEO, OpIndia
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