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Odoo CRM + Zoho Cliq Integrations

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

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Zoho Cliq

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

Zoho Cliq Integrations

Best Odoo CRM and Zoho Cliq Integrations

  • Odoo CRM Zoho Cliq

    Drift + Zoho Cliq

    Broadcast new Drift conversations in Zoho Cliq Read More...
    When this happens...
    Odoo 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
  • Odoo CRM Zoho Cliq

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    Odoo CRM New Task
     
    Then do this...
    Zoho Cliq Send Channel Message
    Automatically notify your team of new tasks added in Zoho Connect, by posting it in a channel of your choice in Zoho Cliq. This keeps everyone in the loop and you don't have to update them yourself.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Odoo CRM Zoho Cliq

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 Odoo CRM & Zoho Cliq Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo 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 Odoo CRM and Zoho Cliq

Odoo CRM and Zoho Cliq are two open source applications. Odoo CRM is a platform based on Python and Django framework. It is used for business management, such as sales, marketing, manufacturing, accounting, purchase and warehouse management.

Zoho Cliq is a cloud-based customer relationship management software. It includes the sales force automation and marketing automation features.

In this section, I will write about the integration of Odoo CRM and Zoho Cliq. First I will discuss the integration of Odoo CRM and Zoho Cliq. Then I will discuss the benefits of integration of Odoo CRM and Zoho Cliq.

    Integration of Odoo CRM and Zoho Cliq

Odoo CRM can be integrated with several other application including Zoho Cliq (Zoho Corporation. The steps below were fplowed to achieve the integration of Odoo CRM and Zoho Cliq:

At first, we need to add Zoho Cliq to the Odoo instance. Next we add a new record field in the Odoo model. Then we create a new Zoho app in Zoho Cliq. We add the new fields created in step 2 to the Zoho app created in step 3. Finally we test the integration.

After the integration of Odoo CRM and Zoho Cliq was tested, we can use this new feature in Odoo CRM. In addition to that, we can also export new fields into an Excel sheet for further data analysis.

    Benefits of Integration of Odoo CRM and Zoho Cliq

The benefits of integration of Odoo CRM and Zoho Cliq are as fplows:

It will be useful for an organization to manage its sales force activities easily. We can easily export data from Zoho Cliq into an Excel sheet for further analysis. It will be beneficial for an organization to integrate Odoo CRM with Zoho Cliq because both of them are open source applications with lots of features and functionalities. It will be beneficial for an organization to integrate Odoo CRM with Zoho Cliq because the integration process is easy and straightforward.

In conclusion, integration of Odoo CRM and Zoho Cliq can be helpful for an organization to manage its sales force activities easily.

The process to integrate Odoo 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.