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

    • 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

    • Automate your status with Cliq Schedulers

      Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

    • Recent Topics

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Zoho Projects - Refine Access to Collaboration Menu

      Hi Projects Team, I noticed that Calendar, Chat and Meeting menu options in the Collaboration section are visible to client users, even when they don't have access to the features. This could be confusing and frustrating, because if it's there you expect

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Login verification emails never received.

      I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

    • Extracting Images from a Zoho Creator Report into a Pages

      If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

    • Zoho is blocking emails I subscribe to from one sender

      About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

    • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

      Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Inactive Items - Make Less Prominent by Default

      Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

    • Items should display under specific warehouse

      I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

    • How to calculate GST based on "Ship To Address"

      We into the interior designing work, providing "Works Contract Services" to our clients across India. We are registered under GST in Maharashtra state. For works contract services as per the GST rule, we need to decide place of supply based on "Ship to

    • I NEED TO NUMBER TO TEXT NO HERE

      =NUMBERTEXT NEEED

    • Auto-fill New Row with Previous Row Values

      rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;

    • When I click on PDF/PRINT it makes the invoice half size

      When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • API question - adding a thread to an existing ticket

      Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

    • Why is Zoho Meeting quality so poor?

      I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • Qwen to be the default open source Generative AI model in Zoho Desk

      Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).

    • Calendar week view: Today + 6

      Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).

    • temporary system errorlouis

      J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

    • How to restrict user/portal user change canvas view

      Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?

    • How to Cancel/Delete Queued Mail Merge?

      Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • How to add to Subforms via Zapier with Zoho Writer?

      I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed

    • Contrôles administratifs granulaires : un atout pour la sécurité des e-mails

      La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informations

    • Marketer's Space: Why mobile optimization deserves a place in your email strategy

      Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,

    • Collections Management: #6 Realign Customers who gets back In-Term

      Arun stared at the subscription list on his dashboard. Another account had just been moved to Cancelled status after completing the whole dunning process. Nothing unusual, just that payment failures happen, retries fail, and cancellation is the expected

    • Zoho Mail IP Blacklist

      I need problems with send mails: Error: junk mail rejected - sender4-op-o10.zoho.com 136.143.188.10, is in RBL. Spamcop. Please remove FQDN for blacklist. Regards.

    • I can receive but not send emails

      Hello, I've been not able to send emails for almost a year now. I been using alternate email to do this. I want to know how to fix this so I can use my zoho account normally again.

    • The challenge of 24/7 connectivity: Being present and meeting customer expectations

      Before television entered our homes, radio was our window to the world. We had to tune carefully to catch voices from distant places. When television arrived, the world began to grow smaller. We can watch rocket launches, see the goal that wins our favorite

    • How to download all attachments from inbox, send, other folders in one go

      Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.

    • Cannot connect mail accounts to Thunderbird

      Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate

    • Alias Email Id already exists

      Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,

    • Unable to connect to smtp server, connection timed out

      Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.com

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • DKIM Verification Failed (Namecheap)

      Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!

    • Emails stuck in Queue

      Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

    • Next Page