Integrate Zoho CRM with Zoho Cliq
Send information between Zoho CRM and Zoho Cliq automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
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
Build your own integrations between Zoho CRM and Zoho Cliq
Connect Zoho CRM and Zoho Cliq with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
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)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
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
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
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
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
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
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 account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
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
Add bot in a channel
Adds a bot to the selected channel
Add user status
Adds the specified status to an existing user
Message as bot on channel
Message as a bot on the specified channel
Add channel member
Adds a new channel member
Create thread
Creates a new thread using message ID
Delete channel
Deletes the selected channel
Message as bot to user
Posts a message as a bot to the specified user
Create channel
Creates a new channel
Post card to channel
Posts a card to the specified channel
Message in channel
Posts a message in a channel
Message to bot
Sends a message to the selected bot
Message user
Sends a message to the specified user
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
Update channel
Updates the details of an existing channel
Unarchive channel
Unarchives the selected channel
Post card to chat
Posts a card to the specified chat
Archive channel
Archives the selected 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
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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! Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
