Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.Salesforce Integrations
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It's easy to connect Zoho Cliq + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a new Channel is created.
Triggers when a new chat is created.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Zoho Cliq, a cloud-based customer relationship management application by Zoho Corporation, is integrated with Salesforce.com. Salesforce is a leading customer relationship management and enterprise application. Though both the applications are cloud based, they serve different purposes. Zoho Cliq is a customer relationship management application. It helps companies to manage their sales, marketing and customer service functions. It also has a mobile app version for Android and IOS. Salesforce is an enterprise application which is used for managing sales, marketing and customer service functions. It also helps to automate business processes.
Zoho Cliq is a CRM application which serves small and medium sized businesses. It helps in managing contacts, leads, opportunities, customer interactions and so on. Cliq can be integrated with CRM applications such as Salesforce.com to create a single point of access for customers. In this integration, it is possible to sync the contact information from Zoho Cliq with that of Salesforce. The benefit of integrating Zoho Cliq with Salesforce.com is that it greatly enhances the efficiency of sales and marketing team by removing the need of entering information manually. The information can be stored in the cloud which eliminates the need for manual data entry and saves time.
Integration of Zoho Cliq with Salesforce is beneficial because it brings together CRM and sales automation sputions. Another benefit is that it allows real-time cplaboration between sales and marketing teams by using the same database. It provides visibility into the customer’s history across both Zoho Cliq and Salesforce.com. This ensures that all the details about the customer are available in one place to facilitate easier communication with customers. The integration also makes it easier for sales team to access customer database to prepare quotes more quickly.
Zoho Cliq can be integrated with Salesforce to create a single point of access for customers and automate business processes. The integration of Zoho Cliq with Salesforce greatly enhances the efficiency of sales and marketing team by removing the need of entering information manually.
The process to integrate Zoho Cliq and Salesforce 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.