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
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
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
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Supported 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
Triggers when a new module is created
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
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
Entry created or updated
Triggers when a record entry is created or updated
All Actions - Actions are the automated tasks
Create channel
Creates a new channel
Delete channel
Deletes the selected channel
Add user status
Adds the specified status to an existing user
Message to bot
Sends a message to the selected bot
Add channel member
Adds a new channel member
Message in channel
Posts a message in a channel
Post card to channel
Posts a card to the specified channel
Message as bot to user
Posts a message as a bot to the specified user
Message user
Sends a message to the specified user
Message as bot on channel
Message as a bot on the specified channel
Archive channel
Archives the selected channel
Message as bot
Posts message as the specified bot in the selected chat or channel
Post card to chat
Posts a card to the specified chat
Update channel member role
Updates the role of a channel member
Update channel
Updates the details of an existing 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
Remove tags
Removes tags from the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Update module entry
Updates the specified module entry
Update related module entry
Relates an entry in this module with an entry in another module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch email template
Fetches an email template by name
Fetch user
Fetches a user by name or email address
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Delete module entry
Deletes the specified entry
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 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.
Similar apps
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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Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Know more
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First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Know more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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