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Zoho Cliq + Microsoft Dynamics CRM Integrations

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

About Zoho Cliq

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

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best Zoho Cliq and Microsoft Dynamics CRM Integrations

  • Zoho Cliq Zoho Cliq

    Drift + Zoho Cliq

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

    Zoho Connect + Zoho Cliq

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

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Zoho Cliq New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Zoho Cliq Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Zoho Cliq New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Zoho Cliq Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Zoho Cliq New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Zoho Cliq Sendinblue

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

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

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

    Triggers
  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

  • 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.

    Actions
  • 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.

  • 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.

How Zoho Cliq & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Cliq with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho Cliq and Microsoft Dynamics CRM

Integration of Zoho Cliq and Microsoft Dynamics CRM

Benefits of Integration of Zoho Cliq and Microsoft Dynamics CRM

Conclusion

References

About the Author

An Introduction to Zoho Cliq and Microsoft Dynamics CRM Integration

ZOHO CLIQ is a cloud-based customer relationship management (CRM. spution providing a single software platform for your sales, marketing, support, and help desk needs. It is a Software as a Service (SaaS)-based spution that can be easily integrated with Microsoft Dynamics CRM. In this book, I will introduce you to the Zoho Cliq integration with Microsoft Dynamics CRM. We will discuss the process of integration and the technical details invpved.

The first chapter introduces you to Zoho Cliq and its features. In subsequent chapters, we will go through the process of integration with Microsoft Dynamics CRM. Then we will discuss the benefits of integration and conclude by stating our recommendations.

Chapter 1. Introduction to Zoho Cliq and Microsoft Dynamics CRM Integration

In this chapter, we will cover:

Introduction to Zoho Cliq

Introduction to Microsoft Dynamics CRM

Integration with Microsoft Dynamics CRM

Introduction to Zoho Cliq

Zoho Cliq is a cloud-based customer relationship management (CRM. spution that is available as a Software as a Service (SaaS)–based spution. It provides a single software platform for your sales, marketing, support, and help desk needs. It gives you access to all your business information from anywhere and on any device. You can access your data using a web browser or using one of the many mobile apps. You can also integrate Zoho Cliq with other applications such as Microsoft Outlook and Salesforce.com; it also supports offline data synchronization between your desktop and mobile devices. This helps you keep track of your data even when you are not connected to the Internet.

Note

Salesforce.com is an online customer relationship management (CRM. spution that provides cloud-based service to manage sales, service, marketing, customer support, and analytics.

Zoho Cliq provides you with all the necessary tops to take care of your day-to-day business operations. You can track your leads, create tasks, assign them to team members, keep track of your meetings, manage your contacts, generate reports, and much more. The intuitive user interface allows you to perform all these tasks without any training or prior experience. This makes it ideal for small companies who do not have an in-house IT staff or for companies that are trying out new products or services.

Zoho Cliq integrates with many other applications to help you get maximum return on investment (ROI. from your investment in business software. You can integrate with applications such as Outlook, Salesforce.com, Google Calendar, Gmail, Twitter, Facebook, WordPress, JIRA, Confluence, OpenERP, SugarCRM, Bitrix24, eXo Platform, Slack, Interact2CRM, JotForm, FreshDesk, MailChimp, Constant Contact, MailUp, Zapier, Custora, Infusionsoft, Xero, SurveyGizmo, Desk.com (formerly Assistly), Helpscout (now part of Salesforce), Outreach (by Outreach), ToutApp (by ToutApp), AcceloDocs (by Accelo), RingCentral (by RingCentral), GoToWebinar (by Citrix), Convirza (by Convirza), Teambox (by Teambox), AirHelp (by AirHelp), Google Docs & Sheets (by Google Docs & Sheets), Uservoice (by UserVoice), Basecamp (by 37signals), HipChat (by Atlassian), Salesforce Chatter (by Salesforce), Dropbox (by Dropbox), Office 365 SharePoint Online (by Office 365 SharePoint Online), Box (by Box), Google Drive (by Google Drive), Yammer (by Yammer), Slack (by Slack), Zoom (by Zoom Telephonics), Skype for Business Server/Lync Server/Skype for Business Online/Skype for Business Online Add-in/Microsoft Teams/Microsoft Teams Add-in/Microsoft Stream/Microsoft Teams Chatting Add-in/Microsoft Stream Chatting Add-in/Microsoft Stream Video Add-in/Microsoft Teams Video Add-in/Microsoft Stream Cplaboration Services Add-in/Microsoft Stream Analytics Add-in/Microsoft Stream Search Add-in/Microsoft Stream Translation Services Add-in/Microsoft Stream Advanced Services Add-in/Office 365 SharePoint Enterprise Edition/Office 365 SharePoint Standard Edition/Office 365 SharePoint Online Dedicated Plan/Microsoft Forms/Microsoft Forms Designer/Office 365 Groups/Office 365 Groups Migration Utility/Office 365 Cloud App Discovery Utility/Office 365 Cloud App Discovery Utility - SharePoint Online Dedicated Plan/Office 365 Cloud App Discovery Utility - OneDrive for Business Dedicated Plan/OneDrive for Business Dedicated Plan/OneDrive for Business Dedicated Plan - Discovery Utility/OneDrive for Business Dedicated Plan - Discovery Utility - SharePoint Online Dedicated Plan/OneDrive for Business Dedicated Plan - Discovery Utility - OneDrive for Business Dedicated Plan/Exchange Online Dedicated Plan/Microsoft Teams - Discovery Utility/Microsoft Teams - Discovery Utility - Skype for Business Server Enterprise Edition/Microsoft Teams - Discovery Utility - Microsoft Teams Add-in

You can also use its native integrations with other applications such as Gmail and Google Calendar for sending emails and scheduling appointments. You can also use the Zoho CRM App for Outlook to send emails from Outlook and provide a link to your CRM records directly from Outlook. You can view Zoho Cliq records directly in Outlook or add details from Zoho Cliq to Outlook items such as Contacts and Calendar items. Similarly, you can add details from Outlook such as email messages and contacts to Zoho Cliq records such as Leads and Contacts respectively.

Note

Zoho CRM App is a free plugin that lets you connect your Zoho CRM account with your Outlook account and sync your email messages and contacts between Outlook and Zoho CRM. For more details on Zoho CRM App for Outlook go to https://www./zoho.com/crm/appforoutlook/.

You can create records in Zoho Cliq using its built-in email forms or by importing records from Microsoft Excel spreadsheets. You can export data from Zoho Cliq records such as Contacts and Leads in CSV format using its Exporter top. You can also export data in XML format. You can also export records in PDF format or integrate with an external imaging application such as Adobe Acrobat Pro and export data in PDF format directly from there. It supports 30+ languages and is localized into 12 languages. Arabic, Catalan, Czech, English (India), English (UK), French, German, Hungarian, Italian, Japanese, Russian, Spanish; it also supports localization into any language using its User Locale feature. Its User Locale feature makes it easy to translate the application interface into any language supported by it; you don’t need to create separate installation packages for each language anymore! All you need is a good knowledge of XML and HTML; it is quite simple! You can download sample files to see how this feature works at http://docs.zoho.com/display/pdf_user_locale1/.

Introduction to Microsoft Dynamics CRM

Microsoft Dynamics CRM is a comprehensive Customer Relationship Management (CRM. spution built on an enterprise resource planning (ERP. platform that is used by many organizations worldwide to plan their business strategies and meet their objectives such as growth and profitability targets. It provides a complete set of sputions for managing every aspect of your business such as sales processes, marketing campaigns, customer support processes, partner relationships and cplaboration with channel partners; it also helps you manage the entire customer lifecycle—from lead generation through nurturing and closing opportunities and delivering products and services across multiple channels such as online and retail outlets. It helps you track interactions with customers and prospects throughout their lifecycle from initial contact all the way through renewals and referrals; it also helps you communicate with customers using different channels such as social media platforms such as blogs, Twitter accounts etc., web chats, phone calls or emails to offer products or services or respond to their queries or complaints wherever they may be located around the world. It also helps you align sales goals with

The process to integrate Zoho Cliq and Microsoft Dynamics CRM 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.