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Zoho Cliq + Zoho CRM

Send channel messages in Zoho Cliq for new leads in Zoho CRM

Speed up your response to new leads with this automated workflow. When a new lead enters your Zoho CRM, a timely message is immediately sent through Zoho Cliq. This seamless link between your CRM and communication platform ensures that each prospect is promptly and adequately handled, elevating your sales process and driving business growth. Stand out by providing instant follow-ups without lifting a finger.

Speed up your response to new leads with this automated workflow. When a new lead enters your Zoho CRM, a timely message is immediately sent through Zoho Cliq. This seamless link between your CRM and communication platform ensures that each prospect is promptly and adequately handled, elevating your sales process and driving business growth. Stand out by providing instant follow-ups without lifting a finger.

  1. When this happens...
    Zoho CRMZoho CRM
    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    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?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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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zoho-crm logo
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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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