When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest developments in organizing a user conference, having a meeting might seem best. However, it would take up your valuable time in booking meeting rooms, notifying others, and making the necessary arrangements for the meeting.
Zoho CRM and Cliq teams up to give you the option to be where you are and attend these discussions. It would definitely be a time saver. So the next time you want to get an update on a deal, you need not send an email or book a meeting room. You can just share the CRM record with your team on Cliq and ask an update on it.
With this integration you can:
A user with Administrator privileges can set up the Cliq integration in Zoho CRM. Once is has been enabled, CRM data can be shared across channels and users in Cliq.
To set up Cliq integration in Zoho CRM
You can share records with users and channels in Cliq directly via Zoho CRM. This includes all the modules that have a business card view. You can also share a chart from a CRM report or dashboard with users and channels in Cliq.
To share a record with a channel/user on Cliq
To share a report with a channel/user on Cliq
The workflow rules help you automate routine sales activities based on specific criteria. For instance, you can automate email alerts, field updates, task assignment, trigger webhooks, and custom functions. Consider the example of a "Big deal rule", which says that whenever a deal more than 50,000 USD is created, an email notification will be automatically sent to the sales manager. On enabling Cliq integration, in addition to the above you will also be able to trigger notifications to specific channels/users on Cliq and CRM users associated with the modules.
Instant notifications can be sent to:
To trigger Cliq notifications
SalesSignals are real-time notifications you receive whenever a customer gets in touch with you via multiple communication touch-points such as phone, chat, email, customer support tickets and so on. See also: SalesSignals
On integrating Zoho CRM with Cliq you can choose to receive these SalesSignals notifications via Cliq as well. This will help you promptly get back to your customer regardless of whether you are on Zoho CRM or Cliq.
To enable SalesSignals notifications via Cliq
With this integration, you can choose to be notified of impending tasks, calls and events on Cliq. All you need to do is enable activity reminders in Zoho CRM for Cliq.
To turn on reminders via Cliq
Often, when you have sales discussions with your teams on chat around a particular deal or a customer, you may wish to pull up further CRM information about a specific record in order to have a more contextual discussion. It might be a hassle to keep switching between Zoho CRM and Cliq just to refer to a record. Now with this integration between the two applications in place, you can directly use Cliq commands to fetch specific CRM records without leaving the chat window.
|Field Type||Comparators supported|
|Boolean / Check box|
|To fetch all records from a specific module||/zcrm module [value]||/zcrm leads watson|
|To fetch a record with a defined field value||/zcrm module [field]=[value]||/zcrm leads [last name]=[watson]|
|To fetch a record with multiple defined values||/zcrm module [field1]=[value1] [field2]=[value2]||/zcrm leads [last name]=[watson] [lead source]=[tradeshow]|
|To fetch a record with in which the field value could be any of the values entered.||/zcrm module [field]=[value1,value2,value3]||/zcrm leads [lead source]=[webform, tradeshow, cold call]|
|To fetch a record in which the defined field starts with the mentioned value.||/zcrm module [field] starts with [value]||/zcrm contacts [first name] starts with [james]|
|To fetch a record in which the defined field ends with the mentioned value.||/zcrm module [field] ends with [value]||/zcrm contacts [last name] ends with [butler]|
|To fetch a record in which the defined field contains the mentioned value.||/zcrm module [field] contains [value]||/zcrm accounts [email] contains [onc]|
|To fetch a record in which the defined field is greater than the mentioned value.||/zcrm module [field] > [value]||/zcrm leads [annual revenue] > |
|To fetch a record in which the defined field is lesser than the mentioned value.||/zcrm module [field] < [value]||/zcrm deals [amount] < |
|To fetch a record in which the defined field is greater than/equal to the mentioned value.||/zcrm module [field] >= [value]||/zcrm deals [discount] >= |
|To fetch a record in which the defined field is lesser than/equal to the mentioned value.||/zcrm module [field] <=[value]||/zcrm leads [age] <= |
|To fetch a record in which the defined field is true/false as mentioned in the criteria.||/zcrm module [field] is [true/false]||/zcrm contacts [email opt out] is [true]|
You can deactivate the entire integration by clicking on the Disable link. On deactivating, all the options in Zoho CRM to share via Cliq will no longer be available.
To deactivate the Cliq integration
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.