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Zoho Cliq + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Cliq

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

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Zoho Cliq + Apptivo

  • Zoho Cliq Apptivo

    Zoho Cliq + Apptivo

    Add Employee in apptivo when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Apptivo Add Employee
  • Zoho Cliq Apptivo

    Zoho Cliq + Apptivo

    Create Lead to apptivo from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Apptivo Create Lead
  • Zoho Cliq Apptivo

    Zoho Cliq + Apptivo

    Create Opportunity to apptivo from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Apptivo Create Opportunity
  • Zoho Cliq Apptivo

    Zoho Cliq + Apptivo

    Create Case to apptivo from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Apptivo Create Case
  • Zoho Cliq Apptivo

    Zoho Cliq + Apptivo

    Create Contact to apptivo from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Apptivo Create Contact
  • Zoho Cliq {{item.actionAppName}}

    Zoho Cliq + {{item.actionAppName}}

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

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

    Triggers
  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Zoho Cliq & Apptivo Integrations Work

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

    (2 minutes)

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

Integration of Zoho Cliq and Apptivo

Zoho Cliq is a software that makes business management easy. It provides an easy way to manage customer relationship and sales, send out invoices and record payments, manage reports and financial statements, cplect feedback from customers and manage time sheets. Zoho Cliq is a cloud computing software for small and medium-sized enterprises. It can be accessed from anywhere via web browser. Zoho Cliq allows the user to access the information from anywhere on a web enabled device. It also has apps for mobile devices such as smart phones and tablets. The main features of Zoho Cliq are:

· Email Integration. Zoho Cliq integrates with Gmail, Yahoo Mail, Outlook and other email platforms.

· Financial Management. With Zoho Cliq, you can create invoices and track payments. You can organize your finances by creating budgets and generating reports.

· Time Tracking. You can keep track of time spent on a project. This feature helps you in budgeting your time and managing projects efficiently.

· Project Management. Zoho Cliq allows you to create projects, tasks and milestones. It also allows you to share tasks with employees.

· Customer Relationship Management (CRM). Zoho Cliq allows you to create leads, track their progress, send out emails and track when they were opened or forwarded.

· Sales Automation. You can monitor your sales pipeline, send out quotes and accept orders online.

· Recurring billing. This feature lets you create recurring billing plans for your clients.

· Subscriptions. You can set up subscription plans for services like hosting or domain name registration.

· Customization. You can customize the interface according to your preferences.

The features of Zoho Cliq are similar to those offered by other cloud computing companies such as Salesforce.com. However, what sets it apart is its integration with another cloud computing software called Apptivo. Apptivo is an accounting software that helps you manage your finances, run your business more efficiently and prepare accurate financial statements. The features of Apptivo include:

· Accounting Software. It helps you in managing your finances by letting you track expenses, generate invoices and prepare financial statements. You can also create budgets to manage your finances effectively.

· Financial Reporting. With Apptivo, you can get details about cash flow, revenue, expenses and profits in real time. You can also generate reports to analyze your financial performance over time.

· Billing Software. This feature allows you to set up recurring billing plans for your clients. You can also track payments made by your clients.

· Customer Relationship Management (CRM). This feature allows you to create leads, manage them effectively and track their progress through the sales funnel. You can also send out emails to your leads and track when they were opened or forwarded.

· Sales Automation. This feature helps you monitor your sales pipeline, send out quotes and accept orders online. You can also track whether or not your sales team is fplowing up with prospects on time.

· Invoicing Software. With this feature, you can create quotes and invoices for your clients. The invoice management feature allows you to track payments made by clients after sending out the invoices. You can also get paid instantly via credit card or PayPal without having to wait for checks to arrive in the mail.

Integration of Zoho Cliq and Apptivo

Zoho Cliq integrates with Apptivo so that all the operations related to billing and accounting can be managed from one place. For example, if you use Apptivo as your accounting software then the data related to invoices created in Apptivo will automatically be reflected in Zoho Cliq. If you need to view any of the data related to billing and accounting then Zoho Cliq will let you do so without having to switch between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored. The integration of Apptivo with Zoho Cliq will reduce the number of steps required to complete a task such as sending out an invoice or creating a new customer. The integration will also help the business owner save time and stay organized throughout the day by allowing him/her to access all the data related to billing and accounting from one place – the cloud software – without having to switch between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored. There will be no need for the business owner to spend time looking for an invoice or a client’s payment history since everything can be seen at one glance from within the same application – Zoho Cliq – without having to switch between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored, which would have been a tedious process earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India. Another benefit that comes into play due to the integration of Apptivo with Zoho Cliq is that all the data related to billing, accounting and CRM can be viewed from a single location – the cloud computing software – instead of switching between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored, which would have been a tedious process earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India. An entrepreneur who uses both of these softwares will be able to perform most of his/her tasks – from creating invoices, tracking payments made by clients or setting up recurring billing plans – using only one application – Zoho Cliq – without having to switch between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored, which would have been a tedious process earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India. This will help him/her save considerable amount of time without compromising on efficiency or accuracy of work done since he/she will be able to perform most of his/her tasks using only one application – Zoho Cliq – without having to switch between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored, which would have been a tedious process earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India. Business owners who use both of these softwares for their businesses will now be able to track their progress towards achieving their goals more accurately because they will be able to see all their financial information at one place – Zoho Cliq – without having to switch between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored, which would have been a tedious process earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India. They will also be able to achieve better organization since they will be able to see all their financial information at one place – Zoho Cliq – without having to switch between multiple applications such as Apptivo and Google Drive where data related to billing is usually stored, which would have been a tedious process earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India. B. Benefits of Integration of Zoho Cliq and Apptivo Integration of Apptivo with Zoho Cliq offers several benefits including reduced turnaround times for completing tasks, improved productivity since tasks are completed faster, increased accuracy since data related to billing is available at one place instead of being distributed across different applications such as Google Drive or Gmail where it used to be stored earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India, increased efficiency since there are no unnecessary distractions while completing tasks since everything can be seen at one place – integrated cloud computing software – instead of switching between multiple applications such as Google Drive or Gmail where data related to billing is usually stored, which would have been a tedious process earlier on before the integration of Apptivo with Zoho Cliq was developed by Zoho Corporation Inc., a global business software company based in India

The process to integrate Zoho Cliq and Apptivo 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.