Zoho CRM
Whether you're in sales, marketing, or business leadership, Zoho CRM is essential for streamlining workflows, strengthening customer relationships, and driving revenue growth. But closing deals often requires cross-team collaboration—whether it’s getting pricing approvals from finance or seeking technical input from support. Without seamless, real-time communication, delays can occur, and opportunities may slip away.
By integrating Zoho CRM with Zoho Cliq, you can eliminate these roadblocks. Stay informed with instant notifications on leads, contacts, accounts, and other CRM activities, so you can act quickly. This integration enables real-time collaboration, helping you discuss deals, share insights, and make faster, smarter decisions—all within your communication platform.
Enabling integration
The first step is to set up Zoho Cliq from your Zoho CRM account. To enable the integration, follow these steps:
- Navigate to your CRM account, go to Settings, and select Zoho Apps under Marketplace.
- Click the Setup Now button for Zoho Cliq.
- Click Enable.
A bot message will be posted in Zoho Cliq, and you will be subscribed to it.
CRM bot
The Zoho CRM bot provides two message actions:
About me
This bot menu action gives you an overview of what the integration does.
Add note
You can add a note to a CRM module and record directly from Zoho Cliq using the Add Note bot menu action.
Slash command
You can quickly view details of any CRM module and share them in a channel instantly using the following command:
/zcrm <Module Name>
This will display a list of records from the selected module. Simply choose a record to view its details.
Note: For detailed information on how to use the /zcrm slash command to get the information you need, refer to the following section.
Message actions
You can also convert a message into a CRM note using the Add Note to CRM message action in Zoho Cliq:
- Hover over a message, click on the dotted icon, and select More.
- Type "Add Note to CRM",. The Add Note form will appear.
- Select the module and record where you want to add the note.
Build custom workflows
You can create custom workflows to receive instant notifications in Zoho Cliq. For example, if you need to be notified in a channel every time a lead or contact is created, you can:
- Create a workflow rule in Zoho CRM.
- Select Zoho Cliq Notifications as the action.
- Choose whether to notify a specific user or a channel.
Now, every time a lead is created, you'll receive an immediate notification in Zoho Cliq.
That's not all! With Zoho Cliq's CRM integration, you can:
- Share records with a channel or user on Cliq
- Share reports directly within Cliq for quick collaboration
- Chat with record owners to discuss updates in real-time
- Receive reminder alerts for CRM activities, ensuring you never miss a follow-up
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
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.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
How can users be part of multiple organizations in Zoho Cliq using Zoho CRM plus?
Overview Although Zoho Cliq does not support having accounts in multiple organizations, Zoho CRM Plus users can be part of multiple organizations. The user will be part of one organization and will be added to other organizations as an external user ...Integrating Telephony with Zoho Cliq
Zoho Cliq's Phone system allows you to integrate with your favourite PBX provider via Zoho Telephony to make or receive sales and support calls. Before Integrating with Zoho Cliq, you will have to set up Zoho telephony via one of the following apps: ...Capsule CRM
Capsule CRM is a cloud-based customer relationship management (CRM) platform that helps businesses organize and manage leads, track sales opportunities, and store important customer details. By integrating Capsule CRM with Zoho Cliq, you can add ...Zoho Desk
The context aware Helpdesk, now in Cliq Zoho Desk is a web based help desk software that gives you the ability to manage your customer support activities efficiently. You can assign, track and set up alerts for your customer tickets. You can also ...Zoho Projects
Available Regions: US, IN, EU, CN Manage your projects, tasks, and milestones right from within Cliq Zoho Projects is a project management software that helps to plan, track and collaborate your team's projects and milestones. Integrating Projects ...
New to Zoho LandingPage?
Zoho LandingPage Resources