Zoho Cliq

Cliq integration with Zoho CRM

When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest developments in organizing a user conference, having a meeting might seem best. However, it would take up your valuable time in booking meeting rooms, notifying others, and making the necessary arrangements for the meeting.

Zoho CRM and Cliq teams up to give you the option to be where you are and attend these discussions. It would definitely be a time saver. So the next time you want to get an update on a deal, you need not send an email or book a meeting room. You can just share the CRM record with your team on Cliq and ask an update on it.

With this integration you can:

  • Share records with users and channels in Cliq to start a discussion. This includes all the modules that have a business card view.
  • Share a chart from a CRM report or dashboard with users and channels in Cliq.
  • Create an instant action associated to a workflow rule that can notify users or channel members in a team on Cliq .
  • Get reminders in Cliq for all the activities in your CRM calendar.

Availability

Permission Required to set up the integration: Administrator Profile

Enable Cliq Integration

A user with Administrator privileges can set up the Cliq integration in Zoho CRM. Once is has been enabled, CRM data can be shared across channels and users in Cliq.

To set up Cliq integration in Zoho CRM

  1. Click Settings > Setup > Marketplace > Zoho> Cliq.
  2. Click Setup Now.

Share CRM data with peers via Cliq

You can share records with users and channels in Cliq directly via Zoho CRM. This includes all the modules that have a business card view. You can also share a chart from a CRM report or dashboard with users and channels in Cliq.

To share a record with a channel/user on Cliq

  1. Click on a record that you want to share.
  2. In the record detail's page, click the More options icon and then click Share via Cliq.
  3. In the pop-up, enter the following details:
    • Enter a message that needs to be posted along with the business card view in Cliq.
    • Choose if you want to NotifyToUsers or Channels.
    • Based on the previous choice, select the required user/channel.
    • Click Send.

      The record is instantly shared with the chosen channel or user on Cliq.

To share a report with a channel/user on Cliq

  1. Click on a report that you want to share.
    Note that only reports with charts can be shared.
  2. In the report's page, click ChartOptions > Share via Cliq.
  3. In the pop-up, enter the following details:
    • Enter a message that needs to be posted along with the report.
    • Choose if you want to NotifyToUsers or Channels.
    • Based on the previous choice, select the required the user/channel.
    • Click Send.

      The chart is instantly shared with the chosen channel or user on Cliq.

       

Trigger Cliq notifications using workflow rules

Workflow rules in CRM help you automate routine sales activities. Based on specified criteria, you can automate email alerts, field updates, task assignment, trigger webhooks and custom functions in CRM. Consider the example of a "Big deal rule", which says that whenever a deal more than 50000 USD is created, an email notification will be automated to the sales manager.

On enabling Cliq integration, you will additionally be able to trigger automatic notifications to specific channels/users on Cliq. In the same example, you will also be able to associate a Cliq notification as an instant action. This way, when a big deal is created, you will receive a notification automatically on your Cliq channels. This facilitates instant team discussions and collaboration around priority sales activities.

To trigger Cliq notifications

  1. Go to Settings > Setup > Automation > WorkflowRules.
  2. In the WorkflowRules page, select a rule to which you want to add Cliq notification as an instant action.
  3. Click InstantActions > Notify > via Cliq.
  4. In the pop-up, enter the following details:
    • Enter a message that needs to be posted as notification.
      Enter # and select a field to include field values as part of the message.
    • Choose if you want to NotifyToUsers or Channels.
    • Based on the previous selection, choose the user/channel.
    • Click Save.

Enable SalesSignals notifications via Cliq

SalesSignals are real-time notifications you receive whenever a customer gets in touch with you via multiple communication touchpoints such as phone, chat, email, customer support tickets and so on. See also: SalesSignals

On integrating Zoho CRM with Cliq you can choose to receive these SalesSignals notifications via Cliq as well. This will help you promptly get back to your customer regardless of whether you are on Zoho CRM or Cliq.

To enable SalesSignals notifications via Cliq

  1. In Zoho CRM, click Settings > Setup > General > Personal Settings.
  2. In the Notification Settings tab, under the Cliq column, select or clear checkboxes for the respective communication services.

    For example, if you select the Missed checkbox under Call you will begin receiving notifications on Cliq for every missed call in Zoho CRM.
  3. Once you have completed the settings, click Save.

Get Reminder Alerts for CRM Activities via Cliq

With this integration, you can choose to be notified of impending tasks, calls and events on Cliq. All you need to do is enable activity reminders in Zoho CRM for Cliq.

To turn on reminders via Cliq

  1. Go to Zoho CRM's Calendar.
  2. Click Options > Preferences.
  3. In the Preferences pop-up, make sure that the Turn off reminder via Cliq checkbox is cleared.
  4. Click Save.

    For every task, event or call where you have configured a reminder, you will now receive one via Cliq as well.

Enter Cliq commands to fetch CRM information

Often, when you have sales discussions with your teams on chat around a particular deal or a customer, you may wish to pull up further CRM information about a specific record in order to have a more contextual discussion. It might be a hassle to keep switching between Zoho CRM and Cliq just to refer to a record. Now with this integration between the two applications in place, you can directly use Cliq commands to fetch specific CRM records without leaving the chat window.

Following are the chat commands that can be entered on Cliq.

Cliq CommandPurpose Example
/zcrm module [value]To fetch all records from a specific module/zcrm leads
/zcrm module [field]=[value]To fetch a record with a defined field value/zcrm leads [last name]=[watson]
/zcrm module [field1]=[value1] [field2]=[value2]To fetch a record with multiple defined values/zcrm leads [last name]=[watson] [lead source]=[tradeshow]
/zcrm module [field]=[value1,value2,value3]To fetch a record with in which the field value could be any of the values entered./zcrm leads [lead source]=[webform, tradeshow, cold call]

To enter a Cliq command

  1. Go to the particular chat window where you wish to share CRM info.
  2. In the message box enter one of the commands seen above. Example,
    /zcrm leads
  3. As you type the command, you will be offered a list of matching results to choose from.
  4. Choose the record you wish to post in the chat.
    A business card view of the record is displayed.
  5. Click Post in this conversation to send the record information to the user/channel.

Note

  • Following is the list of field types that can be fetched using the slash commands in Cliq.
    • Single line
    • Multi line
    • Email
    • Pick list
    • Multi pick list
    • Lookup
    • Number fields
  • Note that the name of the module has to be in the plural form - example, "leads", "contacts", "accounts". The singular form of the module name is not supported in the Cliq commands.

Disable Cliq Integration

You can deactivate the entire integration by clicking on the Disable link. On deactivating, all the options in Zoho CRM to share via Cliq will no longer be available.

To deactivate the Cliq integration

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Settings > Setup > Marketplace > Zoho > Cliq.
  3. Click Disable.

FAQ

1. I am not able to view Cliq integration section under Zoho Apps. Why?

If you are not able to see the Cliq integration option under Zoho Apps, it means that one or more of your Zoho CRM organization users belong to a different company's Cliq account.
Data sharing across different organizations will breach security and hence, the integration cannot be made if a CRM user of a company also belongs to the Cliq account of a different company.
In such a case, if you still wish to enable Cliq integration, write an email to support@zohocrm.com to request the acivation of Cliq integration for your CRM account.

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