Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.Zoho Cliq Integrations
It's easy to connect Vtiger + Zoho Cliq without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers when a new Channel is created.
Triggers when a new chat is created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Send a message to all subscribers of the bot.
Send message to a channel in which you have joined.
Send a direct message to a contact or an user in your Organization.
Vtiger is a CRM (Customer Relationship Management. software that allows you to manage clients’ relationship with ease. It has been designed to enable businesses to provide better service to their clients and customers. The software is also used for improving the productivity of employees.
This top can be used by both large and small companies as it has features that can be customized depending on the business need. The top comes with a sophisticated report that can be used to monitor the performance of various aspects of the business.
Zoho Cliq is an online top that helps you to create, send and manage email newsletters in a simple but effective way. It is easy to use and can be integrated with other Zoho products such as Zoho CRM, Zoho Campaigns, Zoho Campaigns and Zoho Invoice.
Integration of Vtiger and Zoho Cliq is very easy since they both come with APIs. This means that data can be shared between the two software without heavy development.
Zoho Cliq contains three main components which include MailChimp, Feedburner and Google Analytics. These components are available in Vtiger with the integration of Zoho Cliq, making it easier for a user to use them. For example, if a user wants to configure Google Analytics in Vtiger, he/she only has to access the Integration page and choose the appropriate integration steps.
You will find more information about how integration works in these two platforms in this link. https://docs.zohocliq.com/integration-guide/vtiger/v5/.
Another great benefit of integrating the two platforms is the ability to integrate your contacts in one platform into another platform without any difficulty. For instance, if you have a contact in Vtiger then you can integrate this contact into your Google Contacts or Outlook contacts. In addition, you can also import your contacts from other email platforms or even export them into your email platform of choice.
Benefits of integrating Vtiger and Zoho Cliq are many but some of them include:
It makes communication better since both platforms communicate with each other through APIs which means that data sharing is possible instantly; therefore, you don’t have to wait for long for your employees to communicate with each other through emails or mobile devices.
It helps you save time since all your employees can communicate with clients using one platform, thus allowing you to cut down on business trips since your employees can do everything from their offices. This will save you time and money.
Integration of the two platforms helps improve business efficiency since data can be shared instantly between all the employees of a company. In addition, it also helps improve efficiency in terms of financial management since there is no need to hire new employees who will take time to learn about the business before starting work. Instead, all employees can start working immediately after they are trained on how to use the two platforms. In addition, there is no need to spend money on purchasing various tops needed for different departments since everything is available in one single platform.
The process to integrate Vtiger 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.