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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 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 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

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.