Integrate Zoho Cliq with Office 365

Appy Pie Connect allows you to automate multiple workflows between Zoho Cliq and Office 365

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About Zoho Cliq

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

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Want to explore Zoho Cliq + Office 365 quick connects for faster integration? Here’s our list of the best Zoho Cliq + Office 365 quick connects.

Explore quick connects

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Connect Zoho Cliq + Office 365 in easier way

It's easy to connect Zoho Cliq + Office 365 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 Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • 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.

  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Zoho Cliq & Office 365 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 Office 365 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 Office 365.

    (2 minutes)

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

Integration of Zoho Cliq and Office 365

Zoho Cliq?

Zoho Cliq is a web-based platform that helps businesses to manage their sales, marketing and finance. It consists of a CRM (Customer Relationship Management), Project Management, Business Intelligence, and Accounting software. The platform allows users to access all products through the web through Microsoft’s Office 365.

Zoho Cliq also offers a free trial of its platform for every business. It assists businesses to connect with customers, manage projects and analyze data. With Zoho Cliq, businesses can provide the same services as other businesses that are using the service at a fraction of the cost.

Office 365?

Office 365 is an online office suite that is available to its customers on a subscription basis. It includes Microsoft Word, Excel, PowerPoint, Outlook and OneNote. Moreover, it includes features such as Skype and OneDrive for Business. Users can store all their files in the cloud. In addition to this, they can share them with everyone. It is also available on mobile devices such as smartphones and tablets. This gives the users easy access to their files anywhere and anytime.

Integration of Zoho Cliq and Office 365

Zoho Cliq offers an integrated top for businesses so that they can manage their sales, marketing and finance with one platform. This integration of Zoho Cliq with Office 365 allows businesses to manage their sales, marketing and finance using one system. Moreover, it allows them to have a single view of all sorts of business data within the same space.

Furthermore, the integration of Zoho Cliq and Office 365 allows businesses to access the same data from any desktop or mobile device without any difficulty. This makes it easier for businesses to manage their sales, marketing and finance without much hassle.

Benefits of Integration of Zoho Cliq and Office 365

Integrating Zoho Cliq with Office 365 has several benefits for businesses as well as their customers:

  • Businesses can use this integration for customer relationship management purposes by using Zoho Cliq’s CRM module. They can track all customer interactions via email and social media and automate the process of managing customer relationships.
  • Businesses can use this integration for project management purposes by using Zoho Cliq’s Project Management module. They can schedule appointments, meetings etc. and automatically create task list for every appointment. Furthermore, they can track employee performance and monitor progress of projects with these features.
  • Businesses can use this integration for business intelligence purposes by using Zoho Cliq’s Business Intelligence module. They can analyze data related to sales, orders etc. They can generate reports based on the data they have cplected from Zoho Cliq’s Business Intelligence module. For example, they can track trends related to inventory management or average order value of customers who buy higher ticket items in bulk etc. they can also find out which products are selling well among customers based on these reports. With Office 365’s Power BI feature, businesses can extract data from multiple sources for reporting purposes very easily. Power BI is a set of tops that lets users work with data analytics without any special skills in coding or advanced mathematics. 4. Businesses can use this integration for accounting purposes by using Zoho Cliq’s Accounting module in combination with Office 365’s Excel feature. They can use Excel to perform various financial calculations related to sales, bills etc. Moreover, they can use accounting functions such as account payables and receivables etc. They can keep track of all their accounts related to sales, inventory etc. using these features in combination with Zoho Cliq’s Accounting module.

The process to integrate Zoho Cliq and Office 365 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm