?>

Integrate Agile CRM with Zoho Cliq

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Zoho Cliq

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Zoho Cliq

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

Zoho Cliq Integrations

Best ways to Integrate Agile CRM + Zoho Cliq

  • Agile CRM Integration Zoho Cliq Integration

    Agile CRM + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Cliq Integration Broadcast a Bot Message
  • Agile CRM Integration Zoho Cliq Integration

    Agile CRM + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Cliq Integration Send Channel Message
  • Agile CRM Integration Zoho Cliq Integration

    Agile CRM + Zoho Cliq

    Send Direct Message in Zoho Cliq when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Cliq Integration Send Direct Message
  • Agile CRM Integration Zoho Cliq Integration

    Agile CRM + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Zoho Cliq Integration Broadcast a Bot Message
  • Agile CRM Integration Zoho Cliq Integration

    Agile CRM + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Zoho Cliq Integration Send Channel Message
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + Zoho Cliq in easier way

It's easy to connect Agile CRM + Zoho Cliq without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Zoho Cliq Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Cliq as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Zoho Cliq.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Zoho Cliq

Agile CRM is a software that helps its users in sales and marketing to manage their leads, contacts, etc. It is a cloud based software and has many features, such as email integration, contact management, task management, calendar management, lead tracking, etc. In this article, we are going to discuss Agile CRM and Zoho Cliq integration.

Zoho Cliq is a cloud-based social media management system. It helps its users to manage their social media accounts. It helps to save time and boost productivity. One can manage their Twitter, Facebook pages, and Google+ profile using it. It helps to post status updates and create posts. It also allows to schedule posts on different social media platforms.

Agile CRM and Zoho Cliq integration can be handled by the fplowing ways:

  • Business Processes Integration:

Agile CRM and Zoho Cliq can be integrated with business processes like marketing automation and customer service.

For instance, if the company wants to update its social media status, there should be a business process of updating the social media status in Agile CRM and then it must be updated on Zoho Cliq. This way, the company can keep track of its social media activities.

  • Content Integration:

Another way of integrating Agile CRM and Zoho Cliq is the content integration. The content may be an image or text. For example, if the business company wants to share an image on Twitter or Facebook, then before sharing it on social media channels, it can store that image in Agile CRM and then from Agile CRM share it on social media. This approach will help the company to save time and ensure data consistency.

  • Sharing Accounts:

This approach will help the employees of business companies to access multiple accounts at one go. For instance, an employee can manage its Twitter account as well as other accounts with the help of this approach. This approach can also benefit customers as they can get access to different accounts from one platform.

To conclude, Agile CRM and Zoho Cliq integration is beneficial because both Agile CRM and Zoho Cliq have many features which can help the business companies to save time and make their work easier and more effective.

The process to integrate Agile CRM and Zoho Cliq may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.