Use Zoho Flow to integrate Zoho CRM with Zoho Cliq, in atleast 248 different ways, without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt integration flows to get started
Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
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All Triggers - A trigger kickstarts the flow
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New channel added
Triggers when a new channel is created in your organization
All Actions - Action are the automated tasks
Update module entry
Updates the specified module entry
Send mail merge
Sends a mail merge with details of 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
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add note
Adds a note to the selected module
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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.
Send email template
Sends an email to the specified users
Add user
Adds a new user
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches a user by name or email address
Fetch email template
Fetches an email template by name
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 event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using 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
Message to bot
Sends a message to the selected bot
Delete channel
Deletes the selected channel
Add channel member
Adds a new channel member
Message as bot on channel
Message as a bot on the specified channel
Add user status
Adds the specified status to an existing user
Message as bot to user
Posts a message as a bot to the specified user
Create channel
Creates a new channel
Message in channel
Posts a message in a channel
Message user
Sends a message to the specified user
Post card to channel
Posts a card to the specified channel
Message as bot
Posts message as the specified bot in the selected chat or channel
Update channel
Updates the details of an existing channel
Post card to chat
Posts a card to the specified chat
Archive channel
Archives 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 channel
Fetches the details of an existing channel by name
Fetch team
Fetches the details of an existing team by name
Remove channel member
Removes the specified member from the selected channel
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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Testimonial
“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more
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