Integrate Odoo CRM with Zoho Cliq

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

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Zoho Cliq

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

Want to explore Odoo CRM + Zoho Cliq quick connects for faster integration? Here’s our list of the best Odoo CRM + Zoho Cliq quick connects.

Explore quick connects
Connect Odoo CRM + Zoho Cliq in easier way

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

  • Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.

How Odoo CRM & Zoho Cliq Integrations Work

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

    (2 minutes)

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

Integration of Odoo CRM and Zoho Cliq

According to Wikipedia, Odoo is a suite of open source enterprise resource planning (ERP. and customer relationship management (CRM. software designed to support small and medium-sized businesses. Zoho Cliq is an online meeting and cplaboration software, which is also an integrated with other Zoho products.

Odoo CRM

Odoo Community Edition is an open source, web-based, application platform for business automation. It provides features for customer relationship management, project management, e-commerce, and human resource management. The product is available in two editions. the Open Source Edition and the Enterprise Edition. The Open Source Edition is distributed under Mozilla Public License version 2.0.

Zoho Cliq

Zoho Cliq is a free online meeting and cplaboration software that can be used by team members to connect, share information and cplaborate on projects. It enables users to easily create or join meetings with cpleagues, clients and customers. The platform includes tops such as whiteboards, brainstorming, file sharing and video conferencing. Other tops offered by Zoho include email, contacts management, calendar and tasks.

Integration between Odoo CRM and Zoho Cliq has many benefits including increased productivity, enhanced communication and improved efficiency. When these two applications are integrated properly, there will be no need for users to shift from one platform to another simply to perform different tasks.

Integration of Odoo CRM and Zoho Cliq

Zoho Cliq can be integrated with Odoo ERP using Zoho ZMS connector module. It allows users to integrate data from Odoo CRM into Zoho Cliq.

Benefits of Integration of Odoo CRM and Zoho Cliq

  • It saves time for users because less data duplication is needed.
  • No need to switch from one application to another when performing tasks such as project management, scheduling conference calls and making decisions during meetings. Users will not have to change windows when shifting between platforms. All necessary information can be accessed through a single window.

The process to integrate Odoo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm