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.
ⓘ 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":"🎯Heads up! A new lead has been successfully added to your list. Prepare to engage and convert!","card":{"title":"🚀 New Lead Added!","thumbnail":"https://i.imgur.com/jDagRms.png","theme":"modern-inline"},"slides":{{"type":"text","title":"Lead Details :","data":"🏆 Lead Name : " + leadName + "\n💼 Company   : " + company + "\n⏱️ Lead Status : *" + leadStatus + "*"},{"type":"label","title":"","data":{{"📧 *Email*":email},{"☎️ *Phone*":phone},{"🏢 *Industry*":industry},{"📣 *Lead Source*":leadSource}}}}};

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

  19. }
  20. if(eventType.equalsIgnoreCase("Lead Assigned"))
  21. {
  22. leadOwner = params.get("Lead Owner");
  23. response = {"text":"🚀📈Promising prospect assigned to " + leadOwner + ". Opportunity awaits!","card":{"title":"🎯 New lead generated","thumbnail":"https://i.imgur.com/UisAlKn.png","theme":"modern-inline"},"slides":{{"type":"text","title":"Lead Details :","data":"🏆 Lead Name : " + leadName + "\n💼 Company : " + company + "\n⏱️ Lead Status : *" + leadStatus + "*"}}};
  24. zoho.cliq.postToChannelAsBot("clientleadupdates","crmupdatesincliq",response);
  25. }
  26. if(eventType.equalsIgnoreCase("Lead Status Updated"))
  27. {
  28. response = {"text":"✅💼 Great news! Lead status is now Qualified. Ready to engage!","card":{"title":"✅ Lead qualified","thumbnail":"https://i.imgur.com/d2jhClm.png","theme":"modern-inline"},"slides":{{"type":"text","title":"Lead Details :","data":"🏆 Lead Name : " + leadName + "\n💼 Company : " + company + "\n⏱️ Lead Status : *" + leadStatus + "*"}}};
  29. zoho.cliq.postToChannelAsBot("clientleadupdates","crmupdatesincliq",response);
  30. }
  31. 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

      • Automate attendance tracking with Zoho Cliq Developer Platform

        I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

      • Customer payment alerts in Zoho Cliq

        For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

      • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

        Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share

      • App Spotlight : PagerDuty for Zoho Cliq

        App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

        • Recent Topics

        • Control Popup Cookie Expiration Duration

          Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or

        • Clone / Export Popup Design Across PageSense Projects

          Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only

        • Are there settings for hyperlinks?

          Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?

        • Automatically include all ticket attachments in the ticket resolution email

          Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends

        • Keep Zoho People Feature Requests in the Zoho People Forum

          Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are

        • Can I write a check in Zoho Books with no associated bill?

          This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

        • Finding text within a ticket: Expand All or Search this Ticket

          The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows

        • Books & Desk. Client mapping

          Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have

        • String handling

          If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.

        • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

          I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

        • SKUs for Invoices, POs, etc.

          It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is available

        • Feature Request - Allow Customers To Pick Meeting Duration

          Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers

        • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

          YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

        • Feature Request - A Way To Search Item Groups

          Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in

        • Feature Reqeust - Include MPN In Selectable FIelds

          I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.

        • Feature Request - Option To Hide Default System Fields on Items

          Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could

        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?

        • Campaigns does not work!

          I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,

        • Feature Request - Make Available "Alias Name" Field In Item List View

          Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field

        • product name field issue-n8n

          Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

        • How to filter Packages in zoho inventory api

          Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows

        • CRM

          Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious

        • Syncing with Google calendar, Tasks and Events

          Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

        • How can i view "Child" Accounts?

          It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?

        • Ability to assign Invoice Ownership through Deluge in FSM

          Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

        • Easily perform calculations using dates with the new DATEDIF function

          Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

        • Adding Comments Using Workflows - How to Change User Attributed

          We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other

        • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

          Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?

        • Les dernières avancées en saisie de données et collaboration

          Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités

        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

        • Implement Meeting Polls in Zoho Bookings

          Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

        • Service Account Admin for API Calls and System Actions

          Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls

        • Please can the open tasks be shown in each customer account at the top.

          Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

        • Send Whatsapp with API including custom placeholders

          Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

        • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

          Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

        • ZO25: The refreshed, more unified, and intelligent OS for business

          Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

        • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

          We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

        • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

          Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books

        • Next Page