Automate a CRM workflow with Zoho Cliq

Automate a CRM workflow with Zoho Cliq


Imagine having a virtual assistant that provides rapid updates to your team through Zoho Cliq, helping you stay on top of your sales processes. After returning from a client meeting filled with updates and action items, managing this information together can feel overwhelming, especially when juggling multiple roles and responsibilities.
 
Without streamlined communication, productivity can significantly suffer. This is where integrating your CRM automation workflows with Zoho Cliq becomes essential.

Business benefits

  • Notification of deal closures: Ensures the sales team is promptly informed when a deal is closed to celebrate wins, update forecasts, and maintain team morale.
  • Product and development feedback: Quickly communicate client requests or demo glitches to the product and development teams to enhance product offerings and resolve issues.
  • Managerial updates: Keep managers in the loop with meeting outcomes to strategize the next steps or escalate issues.
  • Syncing with the team: Link CRM updates directly to team chat channels to ensure all team members are updated about lead statuses. This reduces the need for multiple app switches, enhances real-time collaboration, coordinates efforts, and aligns strategies.

 Let's examine an example of Zoho CRM workflow automation for a new lead created with a Zoho Cliq bot.

Step 1 : Bot creation

  • Navigate to the top right corner of your profile, click on it, and select "Bots and Tools".
  • To create a new bot, click on "Create Bot" on the right under the "Bots" section.
  • Provide a name and description for the bot, then enable channel configuration settings during setup.


Step 2 : Bot webhook URL retrieval

  • Webhook tokens are listed under the Bots & Tools section along with all the other internal tools. When navigated to the webhook tokens module, you will be required to authenticate using 2FA, verify your identity, and click Continue.
  • After authentication, you can create, edit, and manage your Webhook Tokens as needed.
  • Generate a webhook token and retrieve the bot's webhook URL as specified below.
โ“˜ Learn more about webhook tokens in Zoho Cliq


Step 3 : Configuration of CRM workflow rule

Workflow rules in Zoho CRM are actions (email notifications, tasks, and field updates) executed when certain specified conditions are met. These rules automate sending email notifications, assigning tasks, and updating specific fields of a record when a rule is triggered.


Please refer to the video below for a step-by-step guide on how to set up a workflow rule that will send you notifications whenever a new lead is created.


Similarly, you can set up and configure new workflow rules for events like the update of a lead status or the assignment of a lead to any sales representative (Lead owner ).


Step 4 : Setting up bot incoming webhook handler

  • Go back to Cliq and find the bot you created under the "Bots and Tools" section. Then, access the bot's incoming webhook handler. 
  • The incoming webhook handler is designed to allow third-party services, such as Zoho CRM, to post messages directly to your bot.
  • Copy and paste the below code and click "Save".
Pre-requisites:

To post an alert to the channel, you need the unique names of both the channel and the bot, as we are using zoho.cliq.postToChannelAsBot deluge task in the code below. Follow the steps to retrieve these names.

How to obtain or locate the channel unique name in Cliq?
  • Navigate to the top right corner of the preferred channel and locate the three dots. Click it.
  • In the menu that appears, select "Channel info" and a pop-up will open, displaying detailed channel information. Hover over the "Connectors" section and click it.
  • Under "API Parameters," you will find the channel unique name.
How to obtain or locate the bot unique name in Cliq?
  1. info params;
  2. eventType = params.get("event-type");
  3. leadName = params.get("Lead Name");
  4. company = params.get("Company");
  5. leadStatus = params.get("Lead Status");
  6. title = params.get("Title");
  7. email = params.get("Email");
  8. phone = params.get("Phone");
  9. leadSource = params.get("Lead Source");
  10. industry = params.get("Industry");
  11. leadId = params.get("Lead ID");
  12. if(eventType.equalsIgnoreCase("Lead Created"))
  13. {
  14. response = {"text":"๐ŸŽฏHeads up! A new lead has been successfully added to your list. Prepare to engage and convert!","card":{"title":"๐Ÿš€ New Lead Added!","thumbnail":"https://i.imgur.com/jDagRms.png","theme":"modern-inline"},"slides":{{"type":"text","title":"Lead Details :","data":"๐Ÿ† Lead Name : " + leadName + "\n๐Ÿ’ผ Company   : " + company + "\nโฑ๏ธ Lead Status : *" + leadStatus + "*"},{"type":"label","title":"","data":{{"๐Ÿ“ง *Email*":email},{"โ˜Ž๏ธ *Phone*":phone},{"๐Ÿข *Industry*":industry},{"๐Ÿ“ฃ *Lead Source*":leadSource}}}}};

  15. // Use zoho.cliq.postToChannelAsBot(${channel_unique_name}, ${bot_unique_name}, response);
  16. zoho.cliq.postToChannelAsBot("clientleadupdates","crmupdatesincliq",response);

  17. }
  18. if(eventType.equalsIgnoreCase("Lead Assigned"))
  19. {
  20. leadOwner = params.get("Lead Owner");
  21. response = {"text":"๐Ÿš€๐Ÿ“ˆPromising prospect assigned to " + leadOwner + ". Opportunity awaits!","card":{"title":"๐ŸŽฏ New lead generated","thumbnail":"https://i.imgur.com/UisAlKn.png","theme":"modern-inline"},"slides":{{"type":"text","title":"Lead Details :","data":"๐Ÿ† Lead Name : " + leadName + "\n๐Ÿ’ผ Company : " + company + "\nโฑ๏ธ Lead Status : *" + leadStatus + "*"}}};
  22. zoho.cliq.postToChannelAsBot("clientleadupdates","crmupdatesincliq",response);
  23. }
  24. if(eventType.equalsIgnoreCase("Lead Status Updated"))
  25. {
  26. response = {"text":"โœ…๐Ÿ’ผ Great news! Lead status is now Qualified. Ready to engage!","card":{"title":"โœ… Lead qualified","thumbnail":"https://i.imgur.com/d2jhClm.png","theme":"modern-inline"},"slides":{{"type":"text","title":"Lead Details :","data":"๐Ÿ† Lead Name : " + leadName + "\n๐Ÿ’ผ Company : " + company + "\nโฑ๏ธ Lead Status : *" + leadStatus + "*"}}};
  27. zoho.cliq.postToChannelAsBot("clientleadupdates","crmupdatesincliq",response);
  28. }
  29. return Map();


Transform your workflow experience with ease! Imagine having the ability to set up custom automation that sends instant messages to your team channels whenever a deal is sealed or a new lead steps on board.

Say goodbye to constant check-ins on your sales progress - let Cliq handle it all for you!
We're here to help, so don't hesitate to reach out to support@zohocliq.com with any questions or if you need assistance in crafting even more tailored workflows.
    • Sticky Posts

    • Convert a message on Cliq into a task on Zoho Connect

      Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created
    • Unfurling Unlimited Possibilities in Zoho Cliq 🔗

      Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can
    • Let's build a dashboard with Cliq Widgets!

      While juggling multiple tasks and tracking real-time data, you face a strict deadline for delivering a quarterly analysis report on a blank canvas while switching between different apps. Sounds exhausting, right? What if you could streamline everything
    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
    • Automate a CRM workflow with Zoho Cliq

      Imagine having a virtual assistant that provides rapid updates to your team through Zoho Cliq, helping you stay on top of your sales processes. After returning from a client meeting filled with updates and action items, managing this information together
    • Recent Topics

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(4/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 4月開催のZoho ワークアウトについてお知らせします。 今回は初めて渋谷にて「リアル開催」します!! ▷▷詳細はこちら:https://www.zohomeetups.com/Zoho20250424 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
    • An update to improve email delivery | Email Authentication & Relay

      Update Rollout For Trial Users (signed up on or after April 8, 2025) If your email-sending domain is not authenticated, all emails will be sent from Zoho Recruit's authenticated domains by default. This update is now live across all data centers. Once
    • Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.

      All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building"  or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,
    • Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

      I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").
    • 10 workflows automatisés pour booster votre conversion

      Le parcours client n’est plus une ligne droite. Aujourd’hui, les acheteurs prennent le contrôle : ils explorent les réseaux sociaux, consultent des avis, visitent des sites web et interagissent directement avec les marques. Ils ne se contentent plus d’écouter
    • How to Update custom Fillable Fields via Zoho Contracts API

      Our requirements for populating contract from CRM requires passing values form multiple record types (Deals and itemised Related Lists, Proposals etc). The Contract extension for CRM is great, but these do seem to be beyond it's design or capability.
    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
    • How to get the call recording external ID via desk API

      I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
    • Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

      With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.
    • Article Numbers for KB articles

      Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
    • Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive

      ¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?
    • Zoho Projects API - Searching Projects by Custom Field

      Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
    • Leave request for 0 hours is registed as 24 hours

      I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say a
    • Seeking Business/Operations Analyst with Strong Zoho Creator Skills

      Job Title: Business/Operations Analyst-Zoho Creator Specialist Location: Kansas City, MO (On-site) Company: SkyMark Refuelers About Us: SkyMark Refuelers is a leading manufacturer based in Kansas City, known for delivering high-quality aviation fueling
    • Limit POP Downloads to Inbox?

      Hello, When I connect to and download email from my account using the POP3 protocol, it appears that it's also downloading email from my Sent mailbox. Is there any way to limit the POP downloads to Inbox emails only? Thanks!
    • Recurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer

      I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappear
    • How Can I change admin account Email?

      Hi, I want to change admin email address for my account (I'm using Zoho Mail). How can i do this? Thanks!
    • Free Plan mail accounts details

      In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
    • Can't remove old phone number from Zoho email account and add a new one?

      Every time I try to add my new number it supposedly sends me a code which I never get and I still don't know how to remove the old number.
    • Many Deals to one Contact - Syncing issue

      Hi, In our CRM we have multiple deals to a contact. We have a field in deals called "Contract Type" - sometimes they are "business" and sometimes they are "personal" deals. I want to be able to send different emails to contacts depending on this field.
    • Unlock More Power with Zoho CRM's Enhanced Saved Filter Limit

      Dear Customers, We're happy to share some wonderful news for our valued users in the Enterprise and above editions of Zoho CRM. You must already be aware of the "saved filters" feature in Zoho CRM. Saved filters are custom search criteria that you can
    • Open a popup window from inside Record A and stay on the record after saving Record B

      Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following
    • How to integrate single-sign-on using Linkedin in Zoho Creator

      How to integrate single-sign-on using LinkedIn in Zoho Creator need step by step integration.
    • Stage-Probability Mapping

      How do I answer this question in analytics? What is the Closed-Won percentage of all Deals that reach a given stage? Another way: Of all Deals that reach a given stage (eg. Artwork/Price Quote), what percentage of them become Closed-Won? I want to populate
    • Generate a Zoho Sign link

      From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
    • What’s New in Zoho Expense: January - March 2025

      Hello users, We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January
    • Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

      Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to
    • Onboarding Zoho sign documents?

      I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part
    • Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

      Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.
    • DKIM record Missing

      zoho says 'DKIM record missing' at the zohomail spf and dkim validation page. dkim record is most certainly in the wix dns settings. anyone had this issue?
    • zohomail - sending faxes via email using thexxxxxx@faxage.com format

      anyone doing this? zohomail - sending faxes via email using thexxxxxx@faxage.com format we do every so often send faxes using faxage.com
    • Permissions on Views

      Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways.  Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizations
    • Looking to Hire: Zoho Creator Developer for Vendor Dashboard Portal

      We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-time
    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
    • Repeating Images in Emails

      Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of the
    • Can we customize the default client-facing icons?

      Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to
    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
    • How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

      How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!
    • Estimating Project Costs in Zoho Projects – Based on Hours and External Costs

      Hi everyone, I'm currently setting up a project in Zoho Projects and working on implementing a budgeting structure. I’ve already enabled cost tracking based on hours logged to tasks, but I’m looking to expand this to estimate total actual costs, based
    • Next Page