Integrate Zoho Cliq with Zoho CRM
Send information between Zoho Cliq and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
Each time a new contact unsubscribes in ActiveTrail, this flow fetches the corresponding lead in Zoho CRM, adds a note to keep your CRM updated about the cancellation, and sends a channel notification in Zoho Cliq. Let Zoho Flow track and record your customers' interests so you can better engage with them.
How it works
1. A contact unsubscribes in ActiveTrail.
2. Zoho Flow executes the following tasks automatically:
a. Fetches the corresponding lead in Zoho CRM.
b. Adds a note for the lead in Zoho CRM.
c. Notifies a specific channel in Zoho Cliq.
Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
Zoho CRM + ActiveTrail + Zoho Cliq
Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
This flow creates a new deal in Zoho CRM and sends a message to a Zoho Cliq channel every time you send a quote via Quotient. this way, your team can track new proposals and work on them accordingly.
How it works
1. A new quote is sent in Quotient.
2. Zoho Flow executes the following tasks automatically:
a. Creates a deal in Zoho CRM.
b. Sends a channel notification to a Zoho Cliq channel.
Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
Quotient + Zoho Cliq + Zoho CRM
Build your own integrations between Zoho Cliq and Zoho CRM
Connect Zoho Cliq and Zoho CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Cliq and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New channel added
Triggers when a new channel is created in your organization
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
New user
Triggers when a new user is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Un-enroll cadence
Un-enrolles a record from the cadence
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Convert lead to contact
Converts a lead to a contact
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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