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.

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Send Zoho Cliq messages for new opportunities in Salesflare

Salesflare + Zoho Cliq

Build your own integrations between Salesflare and Zoho Cliq

Connect Salesflare and Zoho Cliq with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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

Add bot in a channel

Adds a bot to the selected channel

Add user status

Adds the specified status to an existing user

Message as bot on channel

Message as a bot on the specified channel

Add channel member

Adds a new channel member

Create thread

Creates a new thread using message ID

Delete channel

Deletes the selected channel

Message as bot to user

Posts a message as a bot to the specified user

Create channel

Creates a new channel

Post card to channel

Posts a card to the specified channel

Message in channel

Posts a message in a channel

Message to bot

Sends a message to the selected bot

Message user

Sends a message to the specified user

Message as bot

Posts message as the specified bot in the selected chat or channel

Update channel member role

Updates the role of a channel member

Update channel

Updates the details of an existing channel

Unarchive channel

Unarchives the selected channel

Post card to chat

Posts a card to the specified chat

Archive channel

Archives the selected channel

Fetch team

Fetches the details of an existing team by name

Fetch channel

Fetches the details of an existing channel by name

Fetch user by name or email

Fetches an existing user by name or email address

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.

CRM

What is Zoho Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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