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Zoho Cliq + Salesforce Integrations

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

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

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

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Zoho Cliq + Salesforce

  • Zoho Cliq Salesforce

    Zoho Cliq + Salesforce

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

    Zoho Cliq + Salesforce

    Create Custom Object to Salesforce from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Salesforce Create Custom Object
  • Zoho Cliq Salesforce

    Zoho Cliq + Salesforce

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

    Zoho Cliq + Salesforce

    Update Contact in Salesforce when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Salesforce Update Contact
  • Zoho Cliq Salesforce

    Zoho Cliq + Salesforce

    Update Custom Object in Salesforce when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Zoho Cliq + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Zoho Cliq & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Zoho Cliq and Salesforce

Zoho Cliq, a cloud-based customer relationship management application by Zoho Corporation, is integrated with Salesforce.com. Salesforce is a leading customer relationship management and enterprise application. Though both the applications are cloud based, they serve different purposes. Zoho Cliq is a customer relationship management application. It helps companies to manage their sales, marketing and customer service functions. It also has a mobile app version for Android and IOS. Salesforce is an enterprise application which is used for managing sales, marketing and customer service functions. It also helps to automate business processes.

Integration of Zoho Cliq and Salesforce

Zoho Cliq is a CRM application which serves small and medium sized businesses. It helps in managing contacts, leads, opportunities, customer interactions and so on. Cliq can be integrated with CRM applications such as Salesforce.com to create a single point of access for customers. In this integration, it is possible to sync the contact information from Zoho Cliq with that of Salesforce. The benefit of integrating Zoho Cliq with Salesforce.com is that it greatly enhances the efficiency of sales and marketing team by removing the need of entering information manually. The information can be stored in the cloud which eliminates the need for manual data entry and saves time.

Benefits of Integration of Zoho Cliq and Salesforce

Integration of Zoho Cliq with Salesforce is beneficial because it brings together CRM and sales automation sputions. Another benefit is that it allows real-time cplaboration between sales and marketing teams by using the same database. It provides visibility into the customer’s history across both Zoho Cliq and Salesforce.com. This ensures that all the details about the customer are available in one place to facilitate easier communication with customers. The integration also makes it easier for sales team to access customer database to prepare quotes more quickly.

Zoho Cliq can be integrated with Salesforce to create a single point of access for customers and automate business processes. The integration of Zoho Cliq with Salesforce greatly enhances the efficiency of sales and marketing team by removing the need of entering information manually.

The process to integrate Zoho Cliq and Salesforce 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.