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Microsoft Dynamics 365 CRM + Zoho Cliq

Create and send direct messages in Zoho Cliq for new contacts in Microsoft Dynamics 365 CRM

Stay in the loop with new contacts in your Microsoft Dynamics 365 CRM by sending direct messages in Zoho Cliq. This automation will notify you in Zoho Cliq when a new contact is added to your CRM, ensuring you're always up-to-date on your contacts without having to manually check for updates. Boost efficiency and streamline your communication process by seamlessly connecting your CRM and messaging platforms.

Stay in the loop with new contacts in your Microsoft Dynamics 365 CRM by sending direct messages in Zoho Cliq. This automation will notify you in Zoho Cliq when a new contact is added to your CRM, ensuring you're always up-to-date on your contacts without having to manually check for updates. Boost efficiency and streamline your communication process by seamlessly connecting your CRM and messaging platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Zoho CliqZoho Cliq
    Send Direct Message

    Send a direct message to a contact or an user in your Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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zoho-cliq logo

About Zoho Cliq

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

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