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Zoho Cliq + Freshworks CRM Integrations

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

  • No code
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  • Lightning Fast Setup
About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Zoho Cliq + Freshworks CRM

  • Zoho Cliq Freshworks CRM

    Zoho Cliq + Freshworks CRM

    Create Contact to Freshworks CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Freshworks CRM Create Contact
  • Zoho Cliq Freshworks CRM

    Zoho Cliq + Freshworks CRM

    Create Note to Freshworks CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Freshworks CRM Create Note
  • Zoho Cliq Freshworks CRM

    Zoho Cliq + Freshworks CRM

    Create Account to Freshworks CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Freshworks CRM Create Account
  • Zoho Cliq Freshworks CRM

    Zoho Cliq + Freshworks CRM

    Add Appointment in Freshworks CRM when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Freshworks CRM Add Appointment
  • Zoho Cliq Freshworks CRM

    Zoho Cliq + Freshworks CRM

    Create Task to Freshworks CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Freshworks CRM Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect Zoho Cliq + Freshworks CRM 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Zoho Cliq & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.

    (2 minutes)

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

Integration of Zoho Cliq and Freshworks CRM

Zoho Cliq

Zoho Cliq is an online sales spution for small to medium-sized businesses. It is a cloud-based customer relationship management system that can be used by businesses of different sectors and with varying complexities. This system allows the user to stay connected with their customers via email, SMS or social media, thus enabling them to build relationships that will last for years.

Zoho Cliq has the ability to create leads, contact lists, compose emails, send out appointment reminders and more. The interface of the software is so simple and intuitive that it enables any kind of business owner or manager to use it effectively. The installation process is easy and quick, taking only minutes to complete. There is no need for technical knowledge or experience to use Zoho Cliq.

Zoho Cliq also has a mobile app which enables the user to access their data from anywhere. Moreover, Zoho Cliq can easily be integrated with other Zoho products such as Zoho CRM and Zoho Projects, thus making it a powerful top for managing day-to-day operations in a business. The user can create campaigns, manage contacts, track leads and even organize events using the Zoho Cliq CRM interface.

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management spution that helps small and medium-sized businesses manage their contacts. It is a software that helps businesses improve their customer relations by allowing them to easily connect with their customers through email, phone calls and social media.

The main features of Freshworks CRM include a built-in calendar, email marketing tops, a social media dashboard and contact management features. The detailed contact information that Freshworks CRM provides about each contact makes it one of the best CRM software sputions available in the market today. In addition, this product also integrates all the data from Freshworks’ other software offerings such as Freshdesk and Freshcaller.

Integration of Zoho Cliq and Freshworks CRM

Zoho Cliq and Freshworks CRM can be integrated in two distinct ways. First, they can be integrated at the back-end level (user interface. Second, they can be integrated at the front-end level (user interface. Let us take a look at how they can be integrated at the back-end level:

Zoho Cliq and Freshworks CRM can be integrated at the back-end level (user interface. by creating an application programming interface (API. between them. To integrate both these products at the back-end level, the user needs to create a custom module for each product in both systems, so that whenever a user logs in to Freshworks CRM, he will see all his contacts from Zoho Cliq and vice versa. If this integration is done successfully, then it becomes easier for users to access their contact lists from both products simultaneously. This integration will enable users to view their entire contact list in one place without having to log into each product separately.

Another way in which Zoho Cliq and Freshworks CRM can be integrated is by creating a simple application program interface (API. that will allow the users of Zoho Cliq to login to Freshworks CRM by simply providing their username and password. Then, if users need to access their contacts who are also users of Freshworks CRM, they can do so by logging into Freshworks and navigating to My Contacts and choosing ‘View My Contacts’. Similarly, if they want to create contacts in Zoho Cliq, they will have to click on ‘Add Contact’ and choose ‘Freshworks CRM’ as the source of the contact. This integration is beneficial because it allows users of one product (Zoho Cliq. to access their contacts who are also users of another product (Freshworks CRM. It also allows them to create contacts in one product (Freshworks CRM. and view those contacts in another one (Zoho Cliq. This also allows users to log into Freshworks and navigate to My Contacts and choose ‘View my Contacts’ after providing their username and password, just like they would do for their own account information. Moreover, users can also create contacts in Zoho Cliq using this integration and view those contacts in Freshworks as well. Thus this integration makes life simpler for both users of Zoho Cliq and Freshworks CRM.

Benefits of Integration of Zoho Cliq and Freshworks CRM

There are many benefits of integrating Zoho Cliq and Freshworks CRM. These include:

  • The Integration will Allow Users of Both Products to View Their Entire Contact List in One Place Without Having to Log Into Each Product Separately. As discussed above, integration of these two products will allow users to view their entire contact list from both products simultaneously without having to login separately into each product. In addition, this integration will allow users to view all of their contacts who are also users of Freshworks CRM or vice versa by simply enabling the integration or going through a simple procedure as explained above. This will save time as well as effort on the part of users as they will not have to log into each product separately anymore once they have enabled the integration between these two products. Moreover, this integration will enable them to view all of their contacts from both products simultaneously without having to open multiple tabs on the browser or go through an additional procedure as explained above.
  • Integration Will Allow Users of One Product (Zoho Cliq. To Access Their Contacts Who Are Also Users of Another Product (Freshworks CRM). By integrating Zoho Cliq with Freshworks CRM, users of Zoho Cliq will be able to access contacts who are also users of Freshworks CRM without having to log into each product individually or go through any additional procedure or procedure as described above. Moreover, this integration will allow users who are also users of Freshworks CRM to view all of their contacts who are also users of Zoho Cliq by simply enabling the integration or going through an additional procedure as described above. This will make life easier for users who are also users of both products because they will not have to log into each product separately anymore once they enable the integration between these two products. They will be able to view all of their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above. Moreover users will not have to log into both products individually or go through an additional procedure or procedure as described above for viewing all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above. This will save time as well as effort on the part of users who are also users of both products because they will not have to log into each product separately anymore once they enable the integration between these two products or go through an additional procedure or procedure as described above for viewing all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above. Moreover this integration will enable users who are also users of both products (Zoho Cliq and Freshworks CRM. to view all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above for viewing all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above. Thus this integration makes life simpler for users who are also users of both products because they do not have to log into each product separately anymore once they enable the integration between these two products or go through an additional procedure or procedure as described above for viewing all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above. This will save time as well as effort on the part of users because they will not have to log into each product separately anymore once they enable the integration between these two products or go through an additional procedure or procedure as described above for viewing all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above. Moreover this integration will enable users who are also users of both products (Zoho Cliq and Freshworks CRM. to view all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above for viewing all their contacts from both products simultaneously without having to open multiple tabs on their browser or go through an additional procedure as described above. Thus this integration makes life simpler for users who are also users of both products

The process to integrate Zoho Cliq and Freshworks CRM 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.