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Salesforce + Zoho Cliq

Send Zoho Cliq channel messages for updated Salesforce records

Streamline your CRM and communication processes with this efficient workflow. When a record is updated in Salesforce, a message is promptly sent in your Zoho Cliq channel. This automation keeps your team informed, helping to boost productivity and transparency, whilst ensuring no important updates in Salesforce go unnoticed. Make communication seamless and immediate with this handy integration.

Streamline your CRM and communication processes with this efficient workflow. When a record is updated in Salesforce, a message is promptly sent in your Zoho Cliq channel. This automation keeps your team informed, helping to boost productivity and transparency, whilst ensuring no important updates in Salesforce go unnoticed. Make communication seamless and immediate with this handy integration.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Zoho Cliq

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

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