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Salesforce + Zoho Cliq

Send channel messages in Zoho Cliq for new records in Salesforce

Keep abreast of the latest happenings in Salesforce directly from Zoho Cliq. When a new record is created in Salesforce, a message is sent in real-time to a predefined channel in Zoho Cliq. This workflow enables seamless communication and quick responses, fostering better team collaboration and efficiency in communication. Say goodbye to constant tab-switching and hello to streamlined updates.

Keep abreast of the latest happenings in Salesforce directly from Zoho Cliq. When a new record is created in Salesforce, a message is sent in real-time to a predefined channel in Zoho Cliq. This workflow enables seamless communication and quick responses, fostering better team collaboration and efficiency in communication. Say goodbye to constant tab-switching and hello to streamlined updates.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • 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.
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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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