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
10 Million man hours saved
Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.
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 IntegrationsLooking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
-
Zoho CRM
-
Pipedrive
-
HubSpot CRM
-
Agile CRM
Best ways to Integrate Zoho Cliq + Salesforce
-
When this happens...
New Chat
Then do this...
Create Lead
-
Zoho Cliq + Salesforce
Create Custom Object to Salesforce from New Chat in Zoho Cliq Read More...When this happens...
New Chat
Then do this...
Create Custom Object
-
When this happens...
New Chat
Then do this...
Create Contact
-
Zoho Cliq + Salesforce
Update Contact in Salesforce when New Chat is created in Zoho Cliq Read More...When this happens...
New Chat
Then do this...
Update Contact
-
Zoho Cliq + Salesforce
Update Custom Object in Salesforce when New Chat is created in Zoho Cliq Read More...When this happens...
New Chat
Then do this...
Update Custom Object
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Cliq + Salesforce without coding knowledge. Start creating your own business flow.
-
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.
-
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
-
Step 1: Choose Zoho Cliq as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Zoho Cliq to Salesforce.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Cliq and Salesforce
Zoho Cliq
Zoho Cliq is a cplaboration application for sales and marketing teams, which allows users to organize, engage in tasks and conversations, track leads and opportunities and cplaborate with one another.
Salesforce
Salesforce is a cloud-based customer relationship management (CRM. software that helps in making sales, service and marketing efforts more effective. It is designed to give access to real-time data on customers.
Integration of Zoho Cliq and Salesforce
With the integration of Zoho Cliq and Salesforce, users can add leads directly from Zoho Cliq into Salesforce, update or manage leads in Salesforce using Zoho Cliq, create and send email campaigns using Zoho Cliq and access the leads and contacts saved in Salesforce. All this makes it possible for sales and marketing teams to work together more efficiently.
Benefits of Integration of Zoho Cliq and Salesforce
With the integration of Zoho Cliq and Salesforce, sales and marketing teams can make their workflow more efficient by allowing them to add leads directly from Zoho Cliq into Salesforce, update or manage leads in Salesforce using Zoho Cliq, create and send email campaigns using Zoho Cliq and access the leads and contacts saved in Salesforce. This integration gives access to real-time data on customers enabling sales and marketing teams to work together more efficiently.
The integration of Zoho Cliq and Salesforce enables sales and marketing teams to work together more efficiently by allowing them to add leads directly from Zoho Cliq into Salesforce, update or manage leads in Salesforce using Zoho Cliq, create and send email campaigns using Zoho Cliq and access the leads and contacts saved in Salesforce.
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.
