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Integrate HubSpot CRM with Zoho Cliq

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

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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 HubSpot CRM + Zoho Cliq

  • HubSpot CRM Integration Zoho Cliq Integration

    HubSpot CRM + Zoho Cliq

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

    HubSpot CRM + Zoho Cliq

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

    HubSpot CRM + Zoho Cliq

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

    HubSpot CRM + Zoho Cliq

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

    HubSpot CRM + Zoho Cliq

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

    HubSpot 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 HubSpot CRM + Zoho Cliq in easier way

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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.

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

How HubSpot CRM & Zoho Cliq Integrations Work

  1. Step 1: Choose HubSpot 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 HubSpot CRM to Zoho Cliq.

    (2 minutes)

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

Integration of HubSpot CRM and Zoho Cliq

HubSpot CRM?

HubSpot CRM is a software that lets the users do all their customer management and marketing activities in one place. The HubSpot CRM allows you to track, manage and monitor your leads effectively while also enabling you to automate your marketing campaigns. It is a complete top with which you can manage your contacts across various CRMs like Salesforce, Zoho Cliq and others. It’s a single platform where you can do everything from a single dashboard.

Zoho Cliq?

Zoho Cliq is a CRM spution that provides cloud-based sales, marketing and customer support for small and medium sized businesses. Zoho Cliq is an integrated spution that lets you connect all your business processes and remove your siloed data by integrating your business with your team, customers and partners.

Integration of HubSpot CRM and Zoho Cliq

Firstly, let’s look at how the integration of HubSpot CRM and Zoho Cliq works. You can integrate these two platforms using Zapier or IFTTT. Let’s look at both methods in detail.

  • Using Zapier
  • With Zapier, all you need to do is create a connection between HubSpot CRM and Zoho Cliq, and then you can set up your first ‘zap’. Once you have created a connection between these two apps, you can create a zap to automatically sync events from HubSpot CRM to Zoho Cliq and vice versa. You can use Zapier’s visual editor to set up the rules for syncing the data. You will be able to use this visual top to map out the data flows between the HubSpot CRM and Zoho Cliq.

  • Using IFTTT (If This Then That)
  • IFTTT is another great way to connect HubSpot CRM with Zoho Cliq. With IFTTT, you can create powerful connections between various services and apps. For example, if you want to create an automated email workflow, you can connect HubSpot CRM to Mailchimp using IFTTT. To integrate HubSpot CRM and Zoho Cliq, you would need to first set up an IFTTT account and then connect both the platforms on IFTTT. Once the two platforms are connected on IFTTT, you can use the ‘if this then that’ conditionals to set up automatic syncs between them. For example, if there is an update in HubSpot CRM, it will result in an update in Zoho Cliq as well. Similarly, if there is an update in Zoho Cliq, it will result in an update in HubSpot CRM as well.

  • Using API or Zapier App
  • There are many third-party tops like Zapier or IFTTT that can be used to integrate HubSpot CRM with Zoho Cliq. However, if you want even more flexibility or precision while integrating these platforms, you can go for API integration or the Zapier App instead of using any third-party tops. As mentioned earlier, API integration allows you to leverage all the functionalities of your chosen app while allowing you to export the data in a format that suits your needs best.

  • Using HubSpot Template
  • HubSpot has a template called “HubSpot Zoho Cliq Integration” which can be used to connect HubSpot CRM with Zoho Cliq. In this template, all you have to do is fill up some basic details about your target accounts, list the contacts for each account, specify which fields you want to sync between HubSpot and Zoho Cliq and specify the fields in both the systems that should be synchronized with one another. You just need to fill out this simple form-based template and then click on ‘Save & Continue’ button. After this, you will get a detailed report of what all fields will be synced between the two platforms as well as instructions on how to execute the sync step by step. So, if you are looking for a quick and easy way to integrate HubSpot CRM and Zoho Cliq, the HubSpot template for integration might just be what you are looking for!

    Benefits of Integration of HubSpot CRM and Zoho Cliq

    Integrating HubSpot CRM with Zoho Cliq has several benefits. Here are some of those benefits:

  • All your contacts are in one place. When you integrate HubSpot CRM with Zoho Cliq, all your contacts will be in one place. This means that all your contacts will be in one system which means less hassle for your team members who will be able to access all their contacts in one system instead of having a combination of multiple systems that are difficult for them to navigate. Not only will this make things easier for them but it will also enable them to use this easy-to-use platform for their daily activities and tasks.
  • Automated Marketing Campaigns. When you integrate HubSpot CRM with Zoho Cliq, you will be able to automate your marketing campaigns. There are several marketing tops like MailChimp which allow you to automate your marketing campaigns through integrations with other platforms like HubSpot CRM and Zoho Cliq. By integrating these two platforms together, you will be able to trigger marketing emails from HubSpot based on specific actions taken by users within Zoho Cliq such as creating leads from emails received by people on your email list who are not yet customers or adding someone from an email list as a new customer or updating their details etc. These automated marketing campaigns will save you a lot of time and effort and help you reach out to more people at once. You will also be able to provide better customer service because of these automated emails as they allow you to send emails based on specific actions taken by your users without any manual intervention from your end thus saving time for your team members in responding to user queries individually. This automation will also reduce the number of email bounces since more people will receive the emails at once rather than receiving individual emails from different people at different times thus reducing spam complaints from your audience. Another benefit of automation is that it enables you to increase your reach and outreach without having to double up on efforts or manpower; automation helps achieve this through automation bots that work 24/7 unlike humans who need rest after 8 hours of work! So overall, by automating your marketing campaigns via integration between HubSpot CRM and Zoho Cliq, you will save time as well as funds by increasing productivity without having to hire anyone else! A third benefit of automating your marketing campaigns is that it allows you to have better metrics when compared with regular email blasts since it allows you to cplect information from your users on actions taken along with timestamps so that you know exactly when they started reading your email or when they opened it or when they clicked on a link in your email etc. This allows you to see if someone is interested in what you are sending them or what they are not interested in etc., which is very helpful information for making better decisions regarding future marketing campaigns since knowing what did or did not work helps us understand what we need to do better next time around! Overall, automating your marketing campaigns via integration between HubSpot CRM and Zoho Cliq has several benefits such as saving time & energy while increasing productivity (since bots work 24/7 while humans need rest!. as well as providing better metrics based on user activity etc., so automation via integration between these two platforms is definitely something worth considering! iii. Higher Efficiency. By integrating HubSpot CRM with Zoho Cliq via Zapier or any other third party top like IFTTT, you will be able to automate most of your business processes thus leading to higher efficiency within your organization! iv. Better Customer Service. Connecting HubSpot CRM with Zoho Cliq also has multiple benefits when it comes to providing better customer service! By connecting these two platforms via IFTTT or Zapier or API or any other third party top, you will be able to offer better customer service since all your client’s details such as contact details etc., will be available right at your fingertips; no longer would customer service representatives need to search through multiple systems/apps/platforms for information pertaining to their clients; this enables them to provide faster response times as well as better quality responses since they have everything at their fingertips! So overall, by connecting these two platforms via integ
  • The process to integrate HubSpot 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.