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Zoho CRM + Zoho Cliq Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Zoho Cliq

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

Zoho Cliq Integrations

Best ways to Integrate Zoho CRM + Zoho Cliq

  • Zoho CRM Zoho Cliq

    Zoho CRM + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
  • Zoho CRM Zoho Cliq

    Zoho CRM + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoho Cliq Send Channel Message
  • Zoho CRM Zoho Cliq

    Zoho CRM + Zoho Cliq

    Send Direct Message in Zoho Cliq when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoho Cliq Send Direct Message
  • Zoho CRM Zoho Cliq

    Zoho CRM + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
  • Zoho CRM Zoho Cliq

    Zoho CRM + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Zoho Cliq Send Channel Message
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Zoho Cliq in easier way

It's easy to connect Zoho CRM + Zoho Cliq without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • 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.)

  • 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.

How Zoho CRM & Zoho Cliq Integrations Work

  1. Step 1: Choose Zoho CRM 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 Cliq 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 CRM to Zoho Cliq.

    (2 minutes)

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

Integration of Zoho CRM and Zoho Cliq

Zoho CRM?

Zoho CRM is a Customer Relationship Management (CRM. software that works as a customer relationship management portal. It is a cloud-based application that makes it possible for businesses to manage their leads and customers.

This top works as an all-in-one contact manager, email marketing, and sales workhorse (Zoho, 2015.

The major benefits of this top include:

  • Cplaboration. With the help of this top, business owners can cplaborate with their clients and employees. No need to visit the office or send emails; at any time and from any location, they can discuss the business. Meetings can be organized instantly whenever needed.
  • Mobile access. In this software, there is no need to log into a computer. The users can access their account from anywhere because it is available on mobile phones. They can view their data from any device because everything is synchronized in real time.
  • Meet the needs of your business. This top allows you to create a profile so that you can meet your business needs. You can design the workflow easily according to your business needs.

Zoho Cliq?

With Zoho Cliq, you can manage your online presence easily. You can convert your website visitors into loyal customers. You can track everything related to your business activities through this top because it comes with a tracking feature. It helps you monitor your competitors, analyse their performance, and identify your weaknesses and strengths.

This software provides you with the fplowing features:

  • You can build a social media campaign for your business and interact with your prospective customers through social media platforms at a low cost because this top comes with a free version.
  • If you want to see how many people are visiting your website, you can use the real-time analytics feature. It will provide you with details about the demographic of your visitors, search terms used for finding your site, the pages that are most popular, etc. This analytics feature will help you in improving your website content.

Integration of Zoho CRM and Zoho Cliq

Integration of these two tops makes it easier for managing your business activities. You can use these tops in different ways to manage your business activities. Let us discuss how you can make use of these tops in managing your business activities.

  • Lead generation for new prospects. These tops are helpful in generating new leads for your business. You just need to enter the information that you have about the prospect into the lead capture area of Zoho Cliq. Then you can send an email with the help of the integrated email marketing feature of Zoho CRM. This feature allows you to send email at scale with personalized content. It will be useful in building loyalty among new customers.
  • Building loyalty among existing customers. You can encourage your customers to do repeat business by sending reminder emails or special offers to them through the integrated email marketing feature of Zoho CRM. This feature allows you to send emails at scale with personalized content so that customers feel special when they receive emails from you.
  • Improving customer service efficiency. The integrated email marketing feature of Zoho CRM will help improve the efficiency of customer service by allowing you to send mass customized emails to all customers at once or targeted emails to specific customers based on their preferences and interests.
  • Sales management. Both these tops allow you to track each sale right from start till end because both the tops come with a tracking feature.
  • Sales management dashboard. You can view all important data on one dashboard with the help of Zoho Cliq dashboard widgets instead of logging into multiple websites or opening multiple tabs on browser windows for each data that you need to track about each sale.
  • Tracking deals. Through these tops, you can track deals at any stage because deals are converted into tasks in Zoho Cliq which provides detailed information about deals including information about deals that are under progress or deals that are completed or deals that expired or deals that were not converted into deals by the customer.
  • Creating opportunities. When bids are invited for new opportunities, they will be converted into new tasks in Zoho Cliq so that you know which deals are currently available or upcoming deals or deals that are closed or deals that expired or deals that were not converted into deals by the customer.
  • Setting up links between two tops. You can set up links between Lead Generation campaigns in Zoho Cliq and Contact Manager in Zoho CRM so that when a lead is generated in Zoho Cliq, it automatically creates a task in Zoho CRM and when a task in Zoho CRM is completed, it automatically updates the status of that task in Zoho Cliq when a task in Zoho CRM is completed, it updates the status of that task in Zoho Cliq where you can track whether a lead is converted into a deal or not or whether a deal was expired or not or whether a deal was converted into a deal or not by the customer or whether a deal was created or not by the customer or whether a deal was created or not by the customer.
  • Tracking marketing campaigns. To track marketing campaigns through these tops, you need to integrate them with Google Analytics or Zopim Live Chat or Freshdesk chat support top or SendPulse SMS messaging top so that when a visitor clicks on an advertisement, its details get logged into Google Analytics, when a visitor responds to an advertisement through live chat top, its details get logged into Zopim Live Chat and when a visitor sends an SMS message through SendPulse SMS messaging top, its details get logged into SendPulse SMS messaging top and when a visitor responds to an advertisement through Freshdesk chat support top, its details get logged into Freshdesk chat support top and when a visitor uses any other marketing campaign such as ShareThis, its details get logged into other marketing campaign such as ShareThis where you can track whether any visitor has responded to any advertisement or not or whether any visitor has responded to any advertisement through live chat top or not or whether any visitor has responded through Freshdesk chat support top or not or whether any visitor has responded through SendPulse SMS messaging top or not or whether any visitor has clicked on any link posted on Facebook wall posts or not and if they have clicked on any link posted on Facebook wall posts, then which link they have clicked on and if they have received any email advertisement, then which email address they have used to open that email and which time they opened that email and what URL link did they click on from that email and what was the response from them after clicking on that link and did they reply back to that email or did they visit the website provided in that email or did they open any attachment provided in that email or did they create any task with customer service department of company through live chat top where live chat top provides integrated with Gmail chat functionality where live chat top allows users to create new tasks directly from Gmail chat window where live chat top allows users to update status of existing tasks directly from Gmail chat window where live chat top allows users to view status of existing tasks directly from Gmail chat window where live chat top allows users to assign tasks directly from Gmail chat window where live chat top allows users to delete tasks directly from Gmail chat window where live chat top provides integrated with Gmail chat functionality where live chat top allows users to create new tasks directly from Gmail chat window where live chat top allows users to update status of existing tasks directly from Gmail chat window where live chat top allows users to view status of existing tasks directly from Gmail chat window where live chat top allows users to assign tasks directly from Gmail chat window where live chat top allows users to delete tasks directly from Gmail chat window where live chat top provides integrated with Gmail chat functionality where live chat top allows users to create new tasks directly from Gmail chat window where live chat top allows users to update status of existing tasks directly from Gmail chat window where live chat top allows users to view status of existing tasks directly from Gmail chat window where live chat top allows users to assign tasks directly from Gmail chat window where live chat top allows users to delete tasks directly from Gmail chat window where live chat top provides integrated with Gmail chat functionality where live chat top allows users to create new tasks directly from Gmail chat window where live chat top allows users to update status of existing tasks directly from Gmail chat window where live chat top allows users to view status of existing tasks directly from Gmail chat window where live chat top allows users to assign tasks directly from Gmail chat window where live chat top allows users to delete tasks directly from Gmail chat window where live chat top provides integrated with Gmail chat functionality where live chat top allows users to create new tasks

The process to integrate Zoho CRM and Zoho Cliq 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.