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

    • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

      Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the

    • Add the same FROM email to multiple department

      Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.

    • Can I change the format of the buttons in the email templates?

      Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

    • Lead to Contact Conversion with multiple email address fields

      We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)

    • Exporting Charts from ZohoCRM

      Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the ability

    • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

    • sms long credits

      I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code credits

    • Tip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'

      We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connect

    • "Total Hours" on Employee Attendance Report

      I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and

    • Insert Cookie Policy in Zoho Sites

      Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca

    • Marketing Tip #1: Optimize item titles for SEO

      Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • Forced Logouts - Daily and More Frequent

      In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

    • ENTER key triggering Submit

      Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed. 

    • Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?

      Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?

    • Cliq does not sync messages after Sleep on Mac

      I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.

    • Link to images

      I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can you

    • Respond faster and smarter with Zia in your IM Inbox

      You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It shows

    • WARNING : Smart list automatically unsubscribes your contacts.

      I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした

    • Subforms in Stateless Forms

      Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.

    • Custom Function not getting package details when triggered from Workflow Rules.

      I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

    • Billing Preferences per Account

      Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time Entry

    • Time entry preview for custom time entry templates.

      Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview of

    • Able to change project on timelog entries

      Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.

    • Knowledge base: The nitty-gritty of SEO tags

      A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

    • Introducing swipe actions in the Zoho CRM Android app

      Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one

    • Content Security Policy

      Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'

    • Option to select location?

      As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

    • Provide a standard structure to your content using article templates

      Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,

    • Accessibility Spotlight Series - 1

      Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

    • Projects Tasks Not Showing Dependencies

      I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking

    • Deprecation of C4 endpoint URLs

      Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating

    • Introducing AWS authentication for connections in Deluge

      Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

    • Timeline Tracking Support for records updates via module import and bulk write api

      Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • ListObjects is recognized by VBA

      Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li

    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

    • Next Page