Zoho Cliq + Microsoft Dynamics 365 Business Central Integrations

Zoho Cliq

Zoho Cliq is a CRM software by Zoho Corporation, which is a web-based customer relationship management (CRM. and sales automation platform. It is available in several languages such as English, French, German, Spanish, Portuguese, Italian, Russian, Japanese, Chinese, Korean and others.

Zoho Cliq helps in managing customer relations by providing a uniform method of managing contacts, leads and customers in a business organization. It helps in improving the business productivity by integrating with other applications.

Zoho Cliq has a form builder which enables the user to create various types of forms. These forms can be used for building websites or for creating online forms. This feature helps in improving conversions.

Zoho Cliq also has a link tracker facility which helps in tracking links from emails and social media platforms. This feature helps in improving marketing efforts.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a web-based ERP spution for small and midsize businesses. It helps in managing a business from a single dashboard. It has a powerful topset to manage daily operations of a business organization.

Microsoft Dynamics 365 Business Central comes with an integrated set of applications that helps in handling different business processes such as financial management, supply chain management, project management, field service management and many more.

The users can select the modules they want to use from the integrated topset according to the requirements of the business organization. Microsoft Dynamics 365 Business Central comes with features which help in running day-to-day operations efficiently and effectively. It helps in making better decisions based on real-time stream data. It also has features to benchmark performance against competitors. It also provides predictive analytics to improve future planning.

Microsoft Dynamics 365 Business Central provides mobile access to business operations so that users can connect to their office systems while on the move. It enables the users to complete transactions on the mobile device while offline and synchronize them when they are connected to internet again. It also has features like offline mode which allows users to work without internet connectivity. It also enables users to share data between different devices using cloud storage.

Integration of Zoho Cliq and Microsoft Dynamics 365 Business Central

Zoho Cliq and Microsoft Dynamics 365 Business Central can be integrated with each other to enable sharing of information between them. Integration can be done using Zapier (www.zapier.com. Zapier is an online automation platform which supports integration of different web services like Salesforce, Google Drive, Slack, Office 365, Zendesk, Workday, MailChimp etc. It integrates thousands of different apps with each other automatically without any programming knowledge required by using simple ‘zaps’ or ‘applets’ created in the Zapier platform itself. Using this integration method it is very easy to integrate Microsoft Dynamics 365 Business Central with Zoho Cliq. The below steps have been taken in order to integrate Zoho Cliq and Microsoft Dynamics 365 Business Central using Zapier:

• Create an account on Zapier at www.zapier.com.
• Once the account is created, go to ‘Make a Zap’ page which can be found at https://zapier.com/zapbook/make-a-zap/. On this page the user needs to enter the details of the web services that are to be integrated with each other. Since Zoho Cliq and Microsoft Dynamics 365 Business Central are two web services that are being integrated with each other, two separate zaps have been created for each service itself. The zaps are explained below:
• The above zaps are ready to be triggered by certain events occurring on their respective web services. In order to integrate these two web services together we need to first trigger some event on Zoho Cliq which will make Zapier trigger the zap related to Microsoft Dynamics 365 Business Central as well as vice versa (triggering some event on Microsoft Dynamics 365 Business Central will make Zapier trigger the zap related to Zoho Cliq as well. The fplowing events can be selected as triggers for integration:

Creating a new contact on Zoho Cliq. When a new contact is created on Zoho Cliq, Zapier will trigger the first zap (which is for integration of Zoho Cliq with Microsoft Dynamics 365 Business Central. which will create a new lead record in Microsoft Dynamics 365 Business Central using the data of the contact created on Zoho Cliq as input parameters of the zap. And vice versa – when a new contact is created on Microsoft Dynamics 365 Business Central, Zapier will trigger the second zap (which is for integration of Microsoft Dynamics 365 Business Central with Zoho Cliq. which will create a new contact on Zoho Cliq using the data of the new contact created on Microsoft Dynamics 365 Business Central as input parameters of the zap. Also, when there is any change in the status of the lead created on Microsoft Dynamics 365 Business Central from ‘In Progress’ to ‘Completed’, Zapier will trigger the zap related to Zoho Cliq which will update the status of the corresponding contact record on Zoho Cliq as ‘Completed’ as well as vice versa – when there is any change in the status of the contact created on Zoho Cliq from ‘Active’ to ‘Completed’, Zapier will trigger the zap related to Microsoft Dynamics 365 Business Central which will update the status of the corresponding lead record on Microsoft Dynamics 365 Business Central as ‘Completed’ as well. To view these zaps please visit https://zapier.com/applets/5215028/add-new-lead-to-mcbcs/ and https://zapier.com/applets/5215031/update-contact-status-to-completed/. When a new contact is created on Zoho Cliq. When a new contact is created on Zoho Cliq, Zapier will trigger an applet which creates a new contact record in Microsoft Dynamics 365 Business Central using the data of the contact created on Zoho Cliq as input parameters of this applet. To view this applet please visit https://zapier.com/applets/5213286/create-new-contact-in-mcbcs/. When there is any change in status of an existing contact on Zoho Cliq. When there is any change in the status of an existing contact record on Zoho Cliq (i.e., if Status changed from Active to Completed), Zapier will trigger an applet which updates the status of an existing contact record in Microsoft Dynamics 365 Business Central as Completed using the data of the contact changed on Zoho Cliq as input parameters of this applet. To view this applet please visit https://zapier.com/applets/5213286/update-existing-contact-in-mcbcs/. When there is any change in status of an existing lead on Microsoft Dynamics 365 Business Central. When there is any change in status of an existing lead record on Microsoft Dynamics 365 Business Central (i.e., if Status changed from In Progress to Completed), Zapier will trigger an applet which updates the status of an existing lead record in Zoho Cliq as Completed using the data of the lead changed on Microsoft Dynamics 365 Business Central as input parameters of this applet. To view this applet please visit https://zapier.com/applets/5213286/update-existing-lead-in-zclx/. When there is any change in status of an existing contact on Microsoft Dynamics 365 Business Central. When there is any change in status of an existing contact record on Microsoft Dynamics 365 Business Central (i.e., if Status changed from Active to Completed), Zapier will trigger an applet which updates the status of an existing contact record in Zoho Cliq as Completed using the data of the contact changed on Microsoft Dynamics 365 Business Central as input parameters of this applet. To view this applet please visit https://zapier.com/applets/5213286/update-existing-contact-in-mcbcs/. When there is any change in status of an existing lead on Zoho Cliq. When there is any change in status of an existing lead record on Zoho Cliq (i.e.,

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