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Microsoft Dynamics 365 CRM + Zoho Cliq

Create Zoho Cliq channel messages for new Microsoft Dynamics 365 CRM leads

Stay on top of your leads and improve team communication with this seamless workflow between Microsoft Dynamics 365 CRM and Zoho Cliq. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will send a channel message in Zoho Cliq, keeping your team informed and ready to take action. Enhance collaboration and ensure no lead goes unnoticed with this efficient process.

Stay on top of your leads and improve team communication with this seamless workflow between Microsoft Dynamics 365 CRM and Zoho Cliq. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will send a channel message in Zoho Cliq, keeping your team informed and ready to take action. Enhance collaboration and ensure no lead goes unnoticed with this efficient process.

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

    Triggers when a new lead is created.

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

    Send message to a channel in which you have joined.

    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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Contact Updated

    Triggers when a contact has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It

    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Case/Incident Updated

    Triggers when a case/incident has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Lead Updated

    Triggers when a lead has been updated.

    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
zoho-cliq logo

About Zoho Cliq

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

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Related Zap Templates

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

Related Zap Templates

 

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