How to make most of your Zoho CRM-Cliq Integration

How to make most of your Zoho CRM-Cliq Integration

Well, hello there everyone! If you've been following our blogs, you would have definitely seen the one about the integration between Zoho CRM and Cliq. Here's a post to shed some light on the integration.
 
What is this "integration"?
Excellent question. With this integration, your CRM account will now be connected to Cliq so as to be able to control most of your CRM's workings straight from your sales team channel. 
 

Setting it up

A user with Administrator privileges can set up the Cliq integration for their organization  only from Zoho CRM .
To set up Cliq integration in Zoho CRM, there are two ways:

From the Marketplace: 
      1. Go to  Marketplace -> Extensions ->  Zoho Cliq for Zoho CRM
      2. Click  Install
 
Directly from Zoho CRM:
      1. Go to  Set up in Zoho CRM.
      2. Go to  Marketplace -> Zoho ->  Cliq .
      3. Click Enable.



Now that you're all set, in order to make the most of this integration, you need to be aware of what it has to offer. So here are some tips for you to get most out of your CRM-Cliq experience:
 

1. Include @Zoho CRM bot in your conversations

Have a bunch of meetings with clients that you just can't keep track of? Tired of having to always check your schedule for making customer visits or calls? Wish there was an easier way to share information related to a particular deal? 
 
Never fear because Zoho CRM Bot has got your back!

Setting up reminders for Cliq from CRM:
      1. Go to Zoho CRM's Calendar.
      2. Click Options -> Preferences.
      3. In the Preferences pop-up, make sure that the  Turn off reminder via Cliq checkbox is cleared.
      4. Click Save.
​


Pro tip:  If you want to gather information about a particular lead or deal directly from your team channel window, type in @Zoho CRM followed by the name of the deal and the bot displays all the details in the channel window. For example, "@Zoho CRM Princeton Corp" will display all the details pertaining to that particular deal from CRM.



2. Slash Commands to the rescue

You can pull up details about specific deals or leads or contacts directly from CRM twith the slash command "/zcrm" and post them directly to Cliq. 
 
For example, you want to know the status of all your deals. Type in "/zcrm deals", and a dropdown of all your deals from your CRM account will be listed from which you can choose the one you want, to see the details. 



3. Keep your team in the loop

Say you want your sales team to get notified whenever you close a deal. Create a workflow on your CRM account and enable Cliq to be notified whenever you close a deal by adding the action and trigger and have the updates sent straight to your sales team channel!
For example, you can customize and automate your workflow such that you can enable notifications on Cliq for a user or a particular channel whenever a deal is closed or if the revenue generated is more than, say $10000.
 
How: 
      1. In your CRM account, go to  Setup -> Automation ->  Workflow Rules
      2. In the Workflow Rules page, select a rule to which you want to add Cliq notification as an instant action.
      3. Click Action -> Notify -> via Cliq



4. Make use of message actions

Did you know you can turn your messages and discussions about any lead into notes that you can store in your CRM to refer later? 
With the message action, "Add Notes to CRM", turn any discussion into notes for a record in CRM and ensure all information is stored in one place.


5. Send from CRM to Cliq

You can also share reports and charts from your CRM account directly to your sales team channel on Cliq.
Note: Only reports with charts can be shared to Cliq.
 
To share your report, click on the options menu above it and select " Share via Cliq ". 
      1. Enter a message that needs to be posted along with the report.
      2. Choose if you want to notify to  Users or  Cannels .
      3. Based on the previous choice, select the required user/channel.
      4. Click  Send .



Well, there you have it. Make most of the CRM-Cliq integration and let your sales run high! Let us know how you used this integration to boost your sales in the comments below. Until next time!
 
Cheers,
Divya V
Zoho Cliq











    • Sticky Posts

    • Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration

      Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation

      • Recent Topics

      • Quickly send emails and sync conversations with custom email addresses in CRM

        Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

      • Zoho製品と生成AIツールの活用について

        いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

      • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

        Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

      • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

        I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

      • Send WhatsApp voice messages from Bigin

        Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

      • Microsoft Teams now available as an online meeting provider

        Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

      • I want to subscribe 1 professional user but the email only 250 per day?

        When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

      • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

        Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

      • How do you map a user picklist field to another user picklist field.

        In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

      • Explore Competitive 3D Scanner Prices at Protomont Technologies

        The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

      • New and improved API resources for Zoho Sign Developers

        Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

      • Project Approval Process Workflow

        Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

      • Marketing Tip #5: Improve store speed with optimized images

        Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

      • Why can I not choose Unearned Revenue as an account on items?

        Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

      • Form Submission Emails

        Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

      • Rules not working properly

        I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

      • Notebook font size issue

        If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

      • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

        792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

      • Ampersand in URL parameter // EncodeURL does not work

        Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

      • how can we create in zoho crm a new contact when the looup does not find a similar existing one

        In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

      • Directory Websites

        Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

      • Manage Task on Mobile

        How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

      • Set Default Payment Method & Default account

        Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

      • Customer Portal on Zoho Desk

        Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

      • Computer Showing Offline in Unattended Access

        I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

      • Closing Accounting Periods - Invoice/Posting dates

        Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

      • Zoho CRM Portal Error

        Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

      • Can we do Image swatches for color variants?

        We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

      • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

        You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

      • Script Editor not an option

        I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

      • monetizing the courses

        Can I add a price for course enrollment ?

      • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

        Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

      • Copy paste from word document deletes random spaces

        Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

      • Download a file from within a zoho creator widget

        I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

      • Taxes for EU B2B Transactions

        Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

      • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

        Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

      • CRM Related list table in Zoho analytics

        In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

      • Candidate Registration/Invitation

        It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

      • Next Page