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Integrate Salesforce with Zoho Cliq

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

  • No code
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  • Lightning Fast Setup
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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Salesforce and Zoho Cliq Integrations

  • Salesforce Integration Zoho Cliq Integration

    Salesforce + Zoho Cliq

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

    Salesforce + Zoho Cliq

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

    Salesforce + Zoho Cliq

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

    Salesforce + Zoho Cliq

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

    Salesforce + Zoho Cliq

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Zoho Cliq Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to Zoho Cliq.

    (2 minutes)

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

Integration of Salesforce and Zoho Cliq

  • A list of features of Zoho Cliq
  • A list of features of Salesforce
  • Integration of Salesforce and Zoho Cliq

    Integration of Salesforce and Zoho Cliq allows users to increase customer engagement in a better manner. It helps the users to discover, realize and retain customers. It also allows organizations to improve their customer experience by providing more personalized services to them. Moreover, the integration of Salesforce and Zoho Cliq helps the businesses to get more sales opportunities.

    Benefits of Integration of Salesforce and Zoho Cliq

    The benefits of the integration of Salesforce and Zoho Cliq are as fplows:

    It increases your business productivity. It helps you to get more sales opportunities and better customer experience. It helps you to explore your market opportunity. It allows you to target the right audience at the right time. It helps you to create the right strategy for your business growth. It improves your customer relationships. It helps you to convert leads into customers. It helps you to increase your customer retention rate. It helps you to improve your marketing ROI. It helps you to save your time and money.

    Salesforce and Zoho Cliq both are the great platforms that help businesses to achieve their desired goals. If your business needs a platform that can boost up your business growth then it is better to choose Zoho Cliq and if you are looking for a platform that can help you to grow your customer base then it is better to choose Salesforce.

    The process to integrate Salesforce 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.