Integrating Zoho Cliq with Zoho SalesIQ
The Zoho Cliq integration with SalesIQ allows you to receive updates on customer conversations and activities directly within your team communication platform. This helps your team to stay informed without needing to switch between applications.
By delivering notifications through a dedicated SalesIQ bot in Zoho Cliq, teams can stay aligned on ongoing interactions and respond faster as updates happen in real time.
How does the SalesIQ + Cliq integration work?
- Once the integration is enabled, a SalesIQ bot (via SalesIQ extension) is created in Zoho Cliq and connected to your SalesIQ account.
- This bot acts as the communication bridge between the two platforms.
- SalesIQ sends updates and notifications to Zoho Cliq through this bot.
- Based on your configuration, the bot can deliver messages as direct messages to specific users or post them in selected Cliq channels.
Note: If the SalesIQ extension is manually disabled/uninstalled in Cliq, this integration will not work.
Benefits of this integration
- Receive real-time notifications on customer conversations and activities in Zoho Cliq.
- Send updates to specific users or channels through the SalesIQ bot.
- Enable secure, authenticated communication between SalesIQ and Zoho Cliq
- Stay aligned on customer interactions without switching between tools.
Prerequisites
- You must have administrator privileges in Zoho Cliq to integrate it with your Zoho SalesIQ account.
Setting up the Zoho Cliq integration for SalesIQ
The below steps need to be followed to integrate your Zoho Cliq account with SalesIQ.
- Log in to your Zoho SalesIQ account.
- From the SalesIQ dashboard, navigate to Settings > Integrations > Zoho Cliq.
- Click on Add at the top right.
- This will add the integration and link your Zoho SalesIQ account with your Zoho Cliq organization.
- Once added, the SalesIQ bot on Zoho Cliq will be available to send messages and notifications to users and channels.
- Also, your Zoho Cliq administrator details and portal information will be displayed on the Connect with your Zoho Cliq account section.
Disable integration with Zoho Cliq
You can disable the Zoho Cliq integration with SalesIQ at any time, if required.
- From the SalesIQ dashboard, navigate to Settings > Integrations > Zoho Cliq, and click on the Disable button at the top right.
- If disabled, the SalesIQ bot will no longer send messages in Zoho Cliq.
- You can re-enable the integration whenever needed by clicking on the Enable button.
Configure the Cliq message card in your chatbot
- Add and configure the Cliq message card within your Zobot flow to send messages to a specific user or channel in Zoho Cliq.
- Once the flow is triggered, the configured message will be delivered to the selected user or channel via a Cliq bot.
To learn how to configure the Cliq message card, click here.
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