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Microsoft Dynamics CRM + Zoho Cliq Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Zoho Cliq

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

Zoho Cliq Integrations

Best Microsoft Dynamics CRM and Zoho Cliq Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Zoho Cliq

    Drift + Zoho Cliq

    Broadcast new Drift conversations in Zoho Cliq Read More...
    When this happens...
    Microsoft Dynamics CRM New Conversation
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
    If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect post that conversation to Zoho Cliq
    Apps Involved
    • Drift
    • Zoho Cliq
  • Microsoft Dynamics CRM Zoho Cliq

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Zoho Cliq in easier way

It's easy to connect Microsoft Dynamics CRM + Zoho Cliq without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

How Microsoft Dynamics CRM & Zoho Cliq Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Cliq as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Cliq with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Zoho Cliq

I would like to discuss the integration of Microsoft Dynamics CRM and Zoho Cliq in this article. The reason I am doing this is because I am a programmer who does not want to be stuck in one system. I like both systems and would like to make use of them both. I have come to the realization that they are one in the same, at least in terms of what I can do with them.

I will begin discussing the integration of these two applications by stating that it is possible, but somewhat difficult. For reasons of security, passwords are not exchanged between the two programs when integrating them. If you want to integrate your Zoho Cliq account with Microsoft Dynamics CRM, you will need to go through a series of steps that include creating a new user. This is quite easy and only takes a few minutes to complete.

You can create a new user from the Zoho Cliq contrp panel. This is very easy to do and does not require much technical knowledge on your part. After creating the new user, you will need to set up a new Zoho Cliq app for this user. For the purposes of this article, we will call this user “Zoho”. You will then need to go into the Admin page of Microsoft Dynamics CRM and create a new user as well. We will call this user “CRM”. Now that you have both users ready for integration, you will need to set up a new AppLink connection in Zoho Cliq. This is done from the Apps tab in Zoho Cliq and choosing “Manage Apps” from the drop down menu.

When you select “Manage Apps” from the drop down menu, Zoho Cliq will offer you the option to create a new AppLink connection. Simply enter the name of the new integration app as well as the name of the source system. For our purposes, we will call this source system “CRM”. Once you have saved the information about your integration app, you will need to go into Microsoft Dynamics CRM and set up an integration app there as well. Again, simply enter the name of your integration app as well as the name of your source system which we will refer to as “Zoho” for our purposes.

Once you have saved your newly created integration app in Microsoft Dynamics CRM you will be able to click on it and see exactly what fields are available for integration. You can also modify the fields and add fields here if you choose. Once you have made all of your changes, you need to save them and wait for Microsoft Dynamics CRM to upload them to your server. When this completes, go back to your Zoho Cliq app and click on the “Test Connectivity” button to see if everything works correctly. If it does work correctly, you are now ready to start using both programs together. One thing that you need to remember though is that these two programs are completely separate from each other and do not share data in any way whatsoever. What does that mean? Well, if I update my profile in Zoho Cliq and I want CRM to be updated, I must perform another action in Zoho Cliq or else there won’t be any updates in CRM.

In conclusion, I would say that the integration of these two programs is possible but very difficult. It requires a lot of work on your part as well as patience since some things might not work right away or at all depending on what you are trying to do. The benefits are something that only you can decide on however I would state that they are almost limitless in their possibilities so long as you are willing to put in the time required to learn how to use them both together.

The process to integrate Microsoft Dynamics CRM and Zoho Cliq may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.