Redtail CRM + Zoho Cliq
Redtail CRM + Zoho Cliq
Create Zoho Cliq direct messages for new Redtail CRM activities
Stay on top of your client interactions with this efficient workflow. When a new activity is created in Redtail CRM, this automation sends a direct message to the designated Zoho Cliq member, keeping them informed and ready to follow up. Never miss a beat and streamline your communication process between your CRM and team messaging tools.
- When this happens...Activity CreatedTriggers when a new activity is created in your database.
- automatically do this!Send Direct MessageSend a direct message to a contact or an user in your Organisation.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Redtail CRM and Zoho Cliq
Discover other triggers and actions you can use with Redtail CRM and Zoho Cliq
- Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerInstant - Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerInstant - Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerInstant - Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerInstant
- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerInstant - Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerInstant - Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerInstant - Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerInstant
