Zoho Cliq + Zoho CRM

Send channel messages in Zoho Cliq when new module entries are made in Zoho CRM

Improve your team's productivity with this workflow. Whenever there's a new module entry in Zoho CRM, this setup swiftly sends a channel message in Zoho Cliq. By keeping you up-to-date with CRM updates directly in Cliq, this automation enhances responsiveness and efficiency across your team.

Improve your team's productivity with this workflow. Whenever there's a new module entry in Zoho CRM, this setup swiftly sends a channel message in Zoho Cliq. By keeping you up-to-date with CRM updates directly in Cliq, this automation enhances responsiveness and efficiency across your team.

  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 Channel Message

    Send message to a channel in which you have joined.

    ActionWrite
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Supported triggers and actions

  • 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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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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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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