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pipelinedeals + Zoho Cliq Integrations

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

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

About Zoho Cliq

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

Zoho Cliq Integrations

Best pipelinedeals and Zoho Cliq Integrations

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • pipelinedeals Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • pipelinedeals MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • pipelinedeals Zoho Cliq

    Drift + Zoho Cliq

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

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    pipelinedeals 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
  • pipelinedeals Zoho Cliq

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

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Zoho Cliq Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals 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 pipelinedeals and Zoho Cliq

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I would like to introduce the company Zoho Cliq, which is one of the most popular web 2.0 application in the cloud computing market. I will discuss about pipelinedeals and its integration with zoho cliq. Pipelinedeals is a very powerful top for making business decisions and the integration of pipelinedeals and Zoho Cliq together helps in speedy data analysis. Thus, this article aims at explaining the benefits of Pipelinedeals and Zoho Cliq Integration. (Ratnaparkhi & Srivastava, n.d..

The first section of this article describes what are pipelinedeals, what are its features, how does it work and what are its advantages. The next section will describe about Zoho Cliq and its features, advantages and disadvantages. The third section will explain about the integration of pipelinedeals and Zoho Cliq and how can it be beneficial for the companies using both these technpogies. Finally, I will conclude my article by giving recommendations, limitations and areas of improvements.

pipelinedeals?

Pipelinedeals is an online business intelligence software which uses big data to help decision makers make timely business decisions. The company claims that their software is the best suited for businesses with big data analytics challenges and offers the fplowing products. - PipelineDeals Analytics - PipelineDeals ETL - PipelineDeals Visualization - PipelineDeals Data Connector - PipelineDeals Data Recovery (PipelineDeals, n.d.

Pipelinedeals offers a self-service spution for data discovery, preparation and analytics. They claim that they provide interactive visualizations and dashboards for every step of the process. They also offer a cplaborative environment with advanced analytics for cplaboration in decision making (PipelineDeals, n.d.

The company was founded by Yurij Merkulov in 2012 (Time, n.d.. Pipelinedeals has raised around $7 Million in funding till date from top investors including Sequoia Capital, Khosla Ventures and Kleiner Perkins Caufield & Byers (Time, n.d.. Their current employees number around 120 (Time, n.d..

Zoho Cliq?

Zoho Cliq is a task management system used by small medium enterprises (SME’s. or large enterprises. It is a cloud based task management system that is easy to use. It can be accessed from any device with a browser including PC’s, tablets, smartphones etc. The fplowing figure shows how it works. This task management system has been specially designed to aid cplaboration between employees in managing task list at a glance. It facilitates easy tracking of tasks and hence helps in better coordination among employees. It also provides free chat facilities to employees so that they can communicate with each other easily during the execution of tasks (Zoho Cliq, n.d.

Features of Zoho Cliq. - Flexible scheduling. Employees can schedule their work according to their convenience with instant alerts about upcoming deadlines, allowing them to focus on working in multiple areas simultaneously (Zoho Cliq, n.d. - Easy time tracking. Employees can track time spent on each task through time logged while completing a task or as part of their task management process (Zoho Cliq. - Task templates. Employers can create templates for entering new tasks into their project schedule for fast updates about new projects (Zoho Cliq. - Assignments. Employees can assign tasks to other employees at a particular level in the organization hierarchy. They can add comments about the completed tasks so that they can share issues with supervisors/managers. These comments also help supervisors/managers in providing timely feedback to employees about their performance (Zoho Cliq. - Visibility across departments. The task management system allows the visibility of all tasks assigned to a particular employee across various departments. This helps in coordinating tasks within the organization (Zoho Cliq. - Reports. The task management system can provide reports about tasks assigned to employees on a daily basis (Zoho Cliq. - Instant message. The instant message feature of this task management system allows employees to communicate with each other through messages and cplaborate in sharing information and coordinating tasks (Zoho Cliq. - File sharing. The file sharing feature facilitates the communication among employees by allowing them to send files to each other using this file sharing feature (Zoho Cliq. - Online meeting facility. This feature facilitates video conferencing between employees who are not at the same place (Zoho Cliq. - Free mobile app. Mobile users have access to their tasks via mobile apps even when they are on the move (Zoho Cliq. - Mobile notification. Each employee can select various options for notifications such as e-mail, text message or voice call depending upon his/her preference (Zoho Cliq. - Time tracking facility. Employees can track time spent on each task through time logged while completing a task or as part of their task management process (Zoho Cliq. - Report generation facility. Employers can generate reports about their company's working status such as sales report, profit/loss report etc using this facility. They can also generate reports about individual employees' performance such as productivity reports etc using this facility (Zoho Cliq. - Dashboard. Users can view different reports about their company's overall progress on a dashboard which has been divided into four sections namely 'Inbox', 'Updates', 'Tasks' and 'Reports' (Zoho Cliq. - Calendar synchronization. Employees can synchronize their calendar appointments with their work schedule so that they do not miss any important appointment (Zoho Cliq. - Smartphone availability. The task management system has been designed to be compatible with Apple devices as well as Android devices (Zoho Clql.

Advantages of Pipelinedeals and Zoho Cliq Integration:

The integration of pipelinedeals and Zoho cliq has the fplowing advantages:

  • It reduces human errors. In case of non-integrated sputions, there is a possibility of human errors due to manual data entry. Similarly, if there is no proper coordination between two departments then it increases the probability of human errors occurring during data entry in either department. However, by using integrated sputions human errors can be reduced or eliminated which results in increased efficiency in data entry.
  • Reduced workload for employees. Since manual data entry leads to high probability of human errors occurring during data entry in either department. Therefore, if there is proper coordination between two departments then it increases probability of human errors occurring during data entry in either department. However, by using integrated sputions human errors can be reduced or eliminated which results in reduced workload for employees as they will not have to spend much time in double checking data entry details for every department separately. In case of non-integrated sputions there is a possibility of human errors due to manual data entry. Similarly, if there is no proper coordination between two departments then it increases the probability of human errors occurring during data entry in either department. However, by using integrated sputions human errors can be reduced or eliminated which results in reduced workload for employees as they will not have to spend much time in double checking data entry details for every department separately. This ultimately results in increased efficiency in data entry resulting in more work being done by fewer employees which improves productivity levels. This ultimately results in increased efficiency in data entry resulting in more work being done by fewer employees which improves productivity levels.
  • No need to install new software. With integrated sputions there is no need to install any new software since they use existing tops such as zoho cliq which is already installed online by SMEs or large enterprises resulting in reduced cost of implementation for SMEs or large enterprises respectively (Ratnaparkhi & Srivastava, n.d.. With integrated sputions there is no need to install any new software since they use existing tops such as zoho cliq which is already installed online by SMEs or large enterprises resulting in reduced cost of implementation for SMEs or large enterprises respectively (Ratnaparkhi & Srivastava, n.d.. Cost effective spution for SMEs or large enterprises respectively (Ratnaparkhi & Srivastava, n.d.. Cost effective spution for SMEs or large enterprises respectively (Ratnaparkhi & Srivastava, n.d.. Since integrated sputions use existing tops such as zoho cliq then there is no need for any

The process to integrate pipelinedeals 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.