Integrate Cliq with Zoho CRM

Zylker Travels use Cliq for their workplace communication, to discuss about the deals in their pipeline, the campaigns they have planned and a lot more! Delegating tasks, setting reminders, deadlines, new campaign discussions everything happens in Cliq. They also understand that sustenance and stability of an Organization depends entirely on the relationship maintained with a customer. Therefore, the decision to use Zoho CRM to follow up with leads, convert them into contacts to close deals, comes as no surprise. 

Now these applications are important solutions for their respective streams and creating a custom function to connect with Cliq makes sure Zylker Travels stay on top of updates in CRM. A workflow rule configured in the Calls module, will be triggered to perform a custom action exactly 15 minutes before a scheduled call. The custom function associated with this workflow is executed to post a message in a Cliq Channel. The steps to set up this workflow along with the sample syntax are given below.

• Set up a workflow for the Calls module and giving a rule name and description. Configure the workflow condition and choose 'Function' under the Instant Actions section.
• Select the Write your own option in the pop up window and start writing your function code!
• Add the arguments required by clicking the 'Edit Arguments' option on top of the deluge editor. The list of arguments required for this user scenario is given below.

Arguments to be passed from CRM: