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Zoho Cliq + Zoho CRM

Send direct messages in Zoho Cliq when new module entries are created in Zoho CRM

Streamline your workflow by connecting your Zoho CRM to your Zoho Cliq. When there's a New Module Entry in Zoho CRM, this setup will immediately send a Direct Message in Zoho Cliq. This improves team communication by providing timely updates of CRM changes, eliminating the need for manual notifications and ensuring nothing falls through the cracks. Enhance productivity with this seamless information relay process.

Streamline your workflow by connecting your Zoho CRM to your Zoho Cliq. When there's a New Module Entry in Zoho CRM, this setup will immediately send a Direct Message in Zoho Cliq. This improves team communication by providing timely updates of CRM changes, eliminating the need for manual notifications and ensuring nothing falls through the cracks. Enhance productivity with this seamless information relay process.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    Zoho CliqZoho Cliq
    Send Direct Message

    Send a direct message to a contact or an user in your Organisation.

    ActionWrite
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Supported triggers and actions

  • 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
    Polling
    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
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New User

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

    Trigger
    Polling
    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
    Polling
    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
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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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