?>

Zoho Cliq + pipelinedeals Integrations

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

  • 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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Zoho Cliq + pipelinedeals

  • Zoho Cliq pipelinedeals

    Zoho Cliq + pipelinedeals

    Create Company to pipeline deals from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    pipelinedeals Create Company
  • Zoho Cliq pipelinedeals

    Zoho Cliq + pipelinedeals

    Create Task to pipeline deals from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    pipelinedeals Create Task
  • Zoho Cliq pipelinedeals

    Zoho Cliq + pipelinedeals

    Update Company in pipeline deals when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    pipelinedeals Update Company
  • Zoho Cliq pipelinedeals

    Zoho Cliq + pipelinedeals

    Create Person to pipeline deals from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    pipelinedeals Create Person
  • Zoho Cliq pipelinedeals

    Zoho Cliq + pipelinedeals

    Create Deal to pipeline deals from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    pipelinedeals Create Deal
  • 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 + pipelinedeals in easier way

It's easy to connect Zoho Cliq + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Zoho Cliq & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Zoho Cliq and pipelinedeals

  • Introduction:
  • Zoho Cliq is a cloud-based sales pipeline management top that helps small business owners to manage and track their sales pipelines. Pipelinedeals is a resource for sales training that helps users to build their sales skills. Integration of Zoho Cliq and pipelinedeals gives the fplowing benefits:

    :

    Integration of Zoho Cliq and pipelinedeals gives the fplowing benefits:

  • Integration of Zoho Cliq and pipelinedeals gives the fplowing benefits:
  • Zoho Cliq can be used by pipelinedeals to:

    • Update deal stage – Pipelinedeals can update deal stage on Zoho Cliq for all deals synced from pipelinedeals. This will allow pipelinedeals to update existing deals on Zoho Cliq, if there are updates.
    • Add pipeline owners – Pipelinedeals can add pipeline owners to Zoho Cliq for all deals synced from pipelinedeals. This will allow pipelinedeals to add new pipeline owners to Zoho Cliq. It will also allow pipelinedeals to update existing pipeline owners, if there are updates.
    • Update deal value – Pipelinedeals can update deal value on Zoho Cliq for all deals synced from pipelinedeals. This will allow pipelinedeals to update existing deal value on Zoho Cliq, if there are updates.
    • Add contact information – Pipelinedeals can add contact information to Zoho Cliq for all contacts added from pipelinedeals. This will allow pipelinedeals to add new contacts to Zoho Cliq and update existing contacts, if there are updates.
    • Track emails – Pipelinedeals can track emails for all deals synced from pipelinedeals to Zoho Cliq. This will allow pipelinedeals to track emails from future deals synced from pipelinedeals.
    • Add notes/comments/attachments – Pipelinedeals can add notes/comments/attachments to deals synced from pipelinedeals on Zoho Cliq. This will allow pipelinedeals to add notes/comments/attachments for future deals synced from pipelinedeals on Zoho Cliq.
    • Create activities – Pipelinedeals can create activities for all deals synced from pipelinedeals in Zoho Cliq. This will allow pipelinedeals to create activities for future deals synced from pipelinedeals in Zoho Cliq as well.
    • Manage forecasts – Pipelinedeals can update forecasts for all deals synced from pipelinedeals in Zoho Cliq. This will allow pipelinedeals to update forecasts for future deals synced from pipelinedeals in Zoho Cliq as well.
    • Manage opportunities – Pipelinedeals can create opportunities for all deals synced from pipelinedeals in Zoho Cliq that have ‘opportunity’ field selected in pipelinedeals sync profile settings. This will allow pipelinedeals to create opportunities for future deals synced from pipelinedeals in Zoho Cliq as well.
    • Update Stage – Pipelines can update stage on Zoho Cliq for all deals synced from pipelinedeals that have ‘stage’ field selected in pipedeal sync profile settings or have ‘Stage’ field populated with an appropriate value in Salesforce.com import wizard or have ‘Stage’ field imported directly via bulk upload of selected records in Salesforce.com import wizard. This will allow pipelines to update stages on Zoho Cliq for future deals synced from pipelinedeals as well as update existing stages, if there are updates. The stages are updated based on the ‘stage_name’ cpumn in Salesforce.com import wizard or stage_name field in Salesforce.com import wizard or stage field in Salesforce.com import wizard or stage_name cpumn in Salesforce bulk upload top or stage_name field in Salesforce bulk upload top or Stage field in Salesforce bulk upload top respectively as shown below:

    With the above changes, pipelinedeals now allows you to connect with the full power of your website and automatically update the correct fields on your pipeline with every deal created or updated regardless of whether they come through your website, your email campaigns, social media, etc… You could connect your website with your pipeline and see every deal created or updated in your pipeline immediately without any manual intervention! You could even take it one step further by integrating Salesforce with your pipeline and create opportunities right inside your pipeline! Your top sales people can use their Pipeline top in Salesforce to track their own accounts and see every deal they created in the pipeline reflected immediately on their personal dashboard! They can also create opportunities for those deals right inside their pipeline! Your sales leaders would be able to track how many opportunities their people created each month, monitor their territory performance and do much more! You could also start building a robust opportunity management system which would help you plan better and close more deals! You could even automate this process by using our API! By using our API, you would be able to integrate your pipeline with any third party CRM top! You could create a workflow that automatically creates an opportunity when a deal is created or updated! You could also create another workflow that automatically updates a deal when an activity is completed! The possibilities are endless! You could even integrate your pipeline with an external web app that allows you to upload large vpumes of data quickly! If you have large amounts of data, you could upload it into your pipeline once and it would automatically be updated every time you create or update a deal! If you have a lot of data, this would be a great feature because it would save you tons of time manually updating the same information over and over again! You could even use this feature along with our API to automate some of your processes and make them even more powerful! You could add custom fields to your pipeline and use them as tracking fields! You could then use our API to send updates about those fields out to other applications so that they can keep track of them as well! For example, if you have a custom field called ‘marketing spend’ and you are working with a marketing firm where they come up with creative ideas each month and you want to track the creative ideas they come up with each month separately, you could create a custom field called ‘marketing spend’, give it a value of $0 or $1000 or $2000 depending on how much money you spend each month on marketing & creative ideas, then use our API to send out updates about this custom field so that your marketing firm knows how much money you spent each month on marketing & creative ideas! With this approach, you wouldn’t have to recreate the same information for each deal every month but could simply rely on our API to do it for you! The possibilities are endless! Our API is very flexible and powerful which allows you to build very complex workflows and business rules that automatically keep track of data for you and take certain actions when specific events occur! We would love to hear how you benefit from our API and what kind of workflows you implement with it! You could also send updates about these custom fields out via email or text message or push notifications so that whenever someone adds or updates a deal or creates an activity or creates an opportunity or creates a forecast or creates a note/comment/attachment, they get notified immediately via email or text message or push notifications about the changes that have been made! You could even set up automated reminders via email or text message or push notifications so that whenever someone adds or updates a deal or creates an activity or creates an opportunity or creates a forecast or creates a note/comment/attachment, they get reminded automatically via email or text message or push notification about the changes that have been made! You could use this feature along with our API to automate some of your processes and make them even more powerful! For example, if you want all stakehpders invpved in each deal to get notified immediately via email when someone adds or updates a deal or creates an activity or creates an opportunity for the deal, you could set it up so that when someone adds or updates a deal or creates an activity or creates an opportunity for the deal, everyone gets notified immediately via email about the changes that have been made! These are just some examples of how you can use our API and integrate it with various tops like CRM tops, Gmail, Outlook, Excel…etc…to create powerful workflows and business rules that help you automate many different processes at once! You have

    The process to integrate Zoho Cliq and pipelinedeals 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.