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Zoho Cliq + Zoho CRM Integrations

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

  • 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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Zoho Cliq + Zoho CRM

  • Zoho Cliq Zoho CRM

    Zoho Cliq + Zoho CRM

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

    Zoho Cliq + Zoho CRM

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

    Zoho Cliq + Zoho CRM

    Create Module Entry to Zoho CRM from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Zoho CRM Create Module Entry
  • Zoho Cliq Zoho CRM

    Zoho Cliq + Zoho CRM

    Add Attachment in Zoho CRM when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Zoho CRM Add Attachment
  • Zoho Cliq Zoho CRM

    Zoho Cliq + Zoho CRM

    Create/Update Lead to Zoho CRM from New Channel in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Channel
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Zoho Cliq + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho Cliq & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Zoho Cliq and Zoho CRM

In today’s world, there is an increase in the number of business enterprises that are acquired by other firms. There are several reasons why this trend is increasing. Some of these businesses are acquired for the purpose of improving their products and services, some for the purpose of creating a large organization having a global reach and some for the purpose of cutting costs. The process of acquisition of one company by another has been a difficult task for years. This process is not as simple as it sounds because it invpves a lot of administrative procedures. There are a number of legal documents that need to be signed before a business can be acquired by another firm. Recently, a new software application called Zoho Cliq was developed to make the process of acquisition easier. This application was developed by an Indian software company called Zoho Corporation. It provides integration between two different applications offered by the company. One such application is Zoho CRM and the other is Zoho Cliq. Both these applications have been designed to support business processes and to increase productivity.

Zoho Cliq is an application that enables integration between Zoho CRM and email, calendar, contacts and tasks. The main purpose of developing Zoho Cliq was to improve the experience of using Zoho CRM. It allows users to get access to all their data and communicate with cpleagues from their in-box. This is possible because it integrates these two applications together so that users can access both of them from one place. In addition to improving user experience, Zoho Cliq also increases the efficiency and visibility of workflows within an organization. Companies can create workflow rules in Zoho CRM and email templates in Zoho Cliq. Workflow rules can be configured to send out emails automatically when certain events occur within the CRM system. For example, if an opportunity is closed within the system, then an email will be sent out automatically to notify the concerned person about it. Similarly, email templates can be used to display information related to an opportunity in an email automatically.

Integration of Zoho Cliq and Zoho CRM

The integration between Zoho Cliq and Zoho CRM makes it very easy for users to interact with both applications. Users can access all their data from one place without switching from one application to another. They only need to use the same login credentials to access both the systems. Users do not need to worry about changing their mail addresses or changing their passwords every time they want to access the data in one system or the other. This integration helps users save a lot of time and avoid mistakes while working on data in both applications. Also, users do not have to bother about losing or deleting any important information while switching between the two applications because they are connected together. A single mistake may lead to loss of data in both applications. However, this problem will not arise if users deal only with data within one application. Therefore, it is recommended that users should use multiple devices while working on data in both applications rather than using only one device. A single device may cause problems while working on data in both applications if there is any error because users have to switch back and forth between the devices if there is a problem in accessing data from one device. Hence, it is better for users to use two separate devices instead of using only one device for accessing data from both Zoho Cliq and Zoho CRM applications.

Benefits of Integration of Zoho Cliq and Zoho CRM

There are several benefits that are associated with the integration between Zoho Cliq and Zoho CRM applications. One such benefit is the reduction in time taken for managing data across multiple applications. It reduces the time that employees spend on switching from one application to another and hence increases productivity. Another benefit is that it simplifies the process of integrating third party softwares with Zoho Cliq and Zoho CRM applications because they are integrated together. This also helps increase productivity because users do not have to spend time configuring different software applications separately if they need to access data from both applications simultaneously. Hence, it leads to increased efficiency and reduced time spent on doing similar tasks repeatedly over a period of time. Also, integration between Zoho Cliq and Zoho CRM reduces errors when sending out emails because users do not have to configure email templates separately in each application before sending out an email. This also leads to reduced errors while working on data in both applications because users deal with data from only one application at a time. The most important benefit associated with integration between these two applications is that it reduces duplication of data. Users need not enter any data twice because it saves time for them after accessing data from either application independently. This integration reduces errors in entering data again since users do not have to re-enter any data that has already been entered once in either one of the software applications. Therefore, it saves unnecessary time spent on repeated tasks and eliminates errors that may be caused by making mistakes while entering data into each application individually depending on the number of times data is entered again after being entered previously in either one of the software applications separately.

Zoho Cliq and Zoho CRM are two different software applications offered by Zoho Corporation which offer different functionalities but can be used together at the same time with great ease due to integration between these two applications as explained above. These applications are perfect for businesses of all sizes and industries because they fulfill different requirements while running a business smoothly without fail over a period of time without any interruption or risk invpved.

The process to integrate Zoho Cliq and Zoho CRM 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.