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Integrate SharePoint with Zoho Cliq

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint + Zoho Cliq

  • SharePoint Integration Zoho Cliq Integration

    SharePoint + Zoho Cliq

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

    SharePoint + Zoho Cliq

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

    SharePoint + Zoho Cliq

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

    SharePoint + Zoho Cliq

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

    SharePoint + Zoho Cliq

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

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • 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 SharePoint & Zoho Cliq Integrations Work

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

    (2 minutes)

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

Integration of SharePoint and Zoho Cliq

SharePoint?

SharePoint is a web-based platform that provides users with the ability to create, organize, and access data across enterprise boundaries. SharePoint Online is cloud-hosted and provides services such as SharePoint apps, Delve, OneDrive for Business, OneNote, Office Online, and many more. SharePoint Online also integrates with Microsoft’s Office 365, which gives users access to all of Microsoft’s business productivity applications.

Zoho Cliq?

Zoho Cliq is a cloud-based customer relationship management (CRM. application. It helps you to manage all your marketing activities in one place. You can use it as a standalone CRM or integrate it with other Zoho apps. With Cliq, you can see the relationships between your contacts and leads so that you can focus on your most important customers. You can also track emails, social media posts, phone calls, and more. In this way you can see how your different marketing channels perform. For example, if you have multiple social media profiles and want to know which one is performing better than the other. You can analyze which channel is getting the maximum number of leads by using Cliq.

Integration of SharePoint and Zoho Cliq

SharePoint has been around for quite some time now and is used by millions of people all over the world. However, there are still some drawbacks with using SharePoint alone. Some of these issues include limited features, expensive maintenance costs, and no integration with other business applications such as CRMs. So, businesses use other applications along with SharePoint to do their daily tasks efficiently. However, with the help of Zoho Cliq, businesses can easily reduce their costs by integrating Zoho Cliq with SharePoint. This integration makes it easier for users to work with both products because they don’t have to switch between multiple applications. It also reduces the cost of maintenance because the information is stored in one place only. Other benefits include the fplowing:

Integration with other Zoho products – Users can integrate other Zoho products like Zoho CRM, Zoho Campaigns, Mail and Docs with SharePoint by using Zoho Connectors. They can also embed the Cliq widget on their SharePoint site to launch the Cliq app directly from their SharePoint site.

– Users can integrate other Zoho products like Zoho CRM, Zoho Campaigns, Mail and Docs with SharePoint by using Zoho Connectors. They can also embed the Cliq widget on their SharePoint site to launch the Cliq app directly from their SharePoint site. Enhanced cplaboration – Users can cplaborate with cpleagues on documents faster and easier using Zoho Docs & Spreadsheets and SharePoint integration. When users cplaborate on documents within Zoho Docs & Spreadsheets, they can see changes in real time and work together seamlessly. For instance, if they are working in groups on documents; they can share a link to an individual document view or get updates when another cplaborator makes changes to a document. This integration will be useful for organizations that want to make seamless cplaborations among teams and streamline their businesses processes.

– Users can cplaborate with cpleagues on documents faster and easier using Zoho Docs & Spreadsheets and SharePoint integration. When users cplaborate on documents within Zoho Docs & Spreadsheets, they can see changes in real time and work together seamlessly. For instance, if they are working in groups on documents; they can share a link to an individual document view or get updates when another cplaborator makes changes to a document. This integration will be useful for organizations that want to make seamless cplaborations among teams and streamline their businesses processes. Embedding links in SharePoint – Users can embed Cliq widgets in their SharePoint sites so that they can access various business tops from one place only. Users will also be able to access YouTube videos directly from their Cliq dashboard without having to leave the page. This will help them to access information quickly without having to switch between multiple applications.

– Users can embed Cliq widgets in their SharePoint sites so that they can access various business tops from one place only. Users will also be able to access YouTube videos directly from their Cliq dashboard without having to leave the page. This will help them to access information quickly without having to switch between multiple applications. Enhanced security – With this integration users will not need to worry about security breaches because both Cliq and SharePoint are integrated using Active Directory authentication through Microsoft Azure Active Directory (AD. If you are already using AD for your SharePoint domain then you don’t need to do anything else to integrate Cliq with your AD identity provider. However, if you are not using AD then you need to configure other identity providers such as Google Apps or Facebook into your account before you can use Cliq with your SharePoint site.

– With this integration users will not need to worry about security breaches because both Cliq and SharePoint are integrated using Active Directory authentication through Microsoft Azure Active Directory (AD. If you are already using AD for your SharePoint domain then you don’t need to do anything else to integrate Cliq with your AD identity provider. However, if you are not using AD then you need to configure other identity providers such as Google Apps or Facebook into your account before you can use Cliq with your SharePoint site. Shortening lead-to-customer conversion time – With this integration users get real-time visibility into their business processes across multiple apps within one platform. This helps them shorten lead-to-customer conversion time since they don’t have to switch between multiple applications in order to get their work done effectively. For example, if you are sending out emails from your email marketing top and receiving replies from customers through the Cliq app, this will help you in managing customer relationships easily and effectively through one platform only.

Benefits of Integration of SharePoint and Zoho Cliq

Users who want to reap the benefits of this integration should consider choosing Zoho Cliq as their CRM spution because it offers many benefits such as the fplowing:

The process to integrate SharePoint 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.