Integrate Zoho CRM with Zoho Cliq
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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
How it works
Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
ActiveTrail + Zoho Cliq + Zoho CRM
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Supported triggers and actions
Integrate Zoho CRM and Zoho Cliq using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
New module
Triggers when a new module is created
User created or updated
Triggers when the details of an existing user are created or updated
New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update related module entry
Relates an entry in this module with an entry in another module
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Add tags
Adds tags to the specified record
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.
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches a user by name or email address
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 as bot on channel
Message as a bot on the specified channel
Add user status
Adds the specified status to an existing user
Message in channel
Posts a message in a channel
Create channel
Creates a new channel
Message as bot to user
Posts a message as a bot to the specified user
Delete channel
Deletes the selected channel
Message user
Sends a message to the specified user
Message to bot
Sends a message to the selected bot
Post card to channel
Posts a card to the specified channel
Add channel member
Adds a new channel member
Post card to chat
Posts a card to the specified chat
Update channel
Updates the details of an existing channel
Archive channel
Archives the selected channel
Unarchive channel
Unarchives the selected channel
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
Fetch channel
Fetches the details of an existing channel by name
Fetch team
Fetches the details of an existing team 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 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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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.
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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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