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Integrating Zoho Cliq with Zoho CRM

The video is part of a Cliq full product tutorial focusing how to integrate Zoho Cliq with Zoho CRM. Here is a quick breakdown of the various talking points:

  • A brief walkthrough of the Zoho CRM Integration settings and the various existing pre-baked integrations.
  • How to set up notifications triggered by certain events, such as winning a deal, using Zoho CRM’s integration with Zoho Cliq.
  • Exploring the potential of automating notifications when a deal enters a certain stage.
  • The process of setting up workflows for notifying via Cliq when a deal’s stage is updated.
  • An example scenario of creating and triggering a notification on a channel when a deal is closed.
  • Mention of how similar integration possibilities exist in other Zoho applications like Zoho Desk.

For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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