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Pipedrive + Zoho Cliq Integrations

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

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About Zoho Cliq

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

Zoho Cliq Integrations

Best Pipedrive and Zoho Cliq Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

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

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Person

    Triggers when a new person is added.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Zoho Cliq Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Pipedrive 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 Pipedrive and Zoho Cliq

In recent years, many small businesses have been using CRM and ERP software to manage their business better. But in the market there are various types of software that helps a small business to achieve more. Many small businesses use the services of an accounting firm to manage their finances, some may not have the budget for this and they decide to use some free applications that are available online. This has led to confusion and the business is not sure which application to use.

One of the most popular online applications that is used to manage finances is Pipedrive, it is a cloud-based application that helps small businesses to manage their sales pipeline, contacts and tasks. It also provides an opportunity to get paid from customers for recurring invoices, it can be integrated with other applications such as Zoho Cliq, QuickBooks, Google Analytics and more.

The aim of this article is to introduce Pipedrive and Zoho Cliq services and explain how Pipedrive can integrate with Zoho Cliq and what benefits it will provide to the small business owners.

Integration of Pipedrive and Zoho Cliq

Zoho Cliq is a cloud-based application that helps small businesses to manage their accounts, inventory, sales, expenses, payrpls, projects and more. It is a great top for any small business because it offers many features at no cost. The only drawback is that it requires installation on a computer or laptop and it does not offer mobile support.

Pipedrive is a cloud-based sales management application that was acquired by salesforce in January 2015. It has more than 50% of market share in its category and it consists of two different products; Pipedrive for sales and Pipedrive for teams. The first product helps small businesses to manage their sales pipeline, contacts and tasks while the second one allows users to manage their sales pipeline and tasks with their team members. Pipedrive for teams comes at a monthly price of $29 / per user but it does not include all features of the original product.

It is important to note that both products can be integrated with other applications such as Zoho Cliq, QuickBooks, Google Analytics and more. When it comes to integration between Pipedrive and Zoho Cliq, the process is quite simple. Users need to visit the Pipedrive website, sign up for the account and then visit the Zoho Cliq website and create an integrate account. The integration process will take about 5 minutes or so and then users can start using it.

Pipedrive for sales can be integrated with Zoho Cliq so that when a sale is made in Pipedrive for sales, an invoice will automatically be created in Zoho Cliq with all details about the sale including information such as date, customer name, amount due and more. This creates a seamless experience for users because if they make a sale using either application they can see the invoice in real time after the sale without having to do anything manually. It also reduces the need of going back and forth between applications because everything is visible in one place. A manager can easily see who spd what products or services to whom and how much money has been earned from each sale.

Benefits of Integration of Pipedrive and Zoho Cliq

There are many benefits for integrating Pipedrive with Zoho Cliq such as:

The integration improves the efficiency of the small business by reducing manual work required by users because they can focus on making sales rather than managing tedious tasks like creating invoices or updating information about clients etc.

It is very easy to setup and once it is done it executes automatically every time users make a sale through either application so they don’t have to waste time creating new invoices or updating information about clients manually.

Users can set up automated reminders about payments that are due from customers in order to prevent late payments or rejections. If a customer doesn’t pay an invoice on time the due date notification will remind them about paying on time before the invoice becomes overdue and the customer gets blocked from ordering any new services or products from your business.

The cplaboration of Pipedrive and Zoho Cliq helps small businesses to improve efficiency by reducing manual work required by users because they can focus on making sales rather than managing tedious tasks like creating invoices or updating information about clients etc. It is very easy to setup and once it is done it executes automatically every time users make a sale through either application so they don’t have to waste time creating new invoices or updating information about clients manually. With this integration, users can set up automated reminders about payments that are due from customers in order to prevent late payments or rejections. If a customer doesn’t pay an invoice on time the due date notification will remind them about paying on time before the invoice becomes overdue and the customer gets blocked from ordering any new services or products from your business.

The process to integrate Pipedrive 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.