Do you find it difficult to keep track of new leads and to know their status from your team? This Zapier integration between Zoho Cliq and Zoho CRM automatically posts in a channel of your choice when new leads are added. Posting it in the channel will keep all your team members in the loop and you can instantly ask your team for updates in that channel.
How this Zoho CRM-Zoho Cliq integration works
- A new lead is added in Zoho CRM
- Zapier posts in a Zoho Cliq channel on your behalf
- Zoho CRM
- Zoho Cliq
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Triggers when any entry is created in the specified module. Note: Requires a Zoho plan of at least "professional".
Send a direct message to a contact or an user in your Organisation.
Triggers when a new contact is created.
Send message to a channel in which you have joined.
Triggers when a new lead is created.
Send a message to all subscribers of the bot.
Triggers when a new active user is added to your Zoho CRM account.
Creates a new lead.
Triggers when a new lead is added or modified in Zoho
Creates a new contact.