An automated workflow using ifttt
Connects Salesforce + Zoho Cliq
When a Salesforce Opportunity is won, notify everyone in Cliq
About this workflow template
This automation scenario allows you to connect Salesforce and Zoho Cliq
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Salesforce and Zoho Cliq can also be integrated using automation tools other than ifttt:
Diagram
How it works?
When this trigger fires in Salesforce
Opportunity was won in Salesforce
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Then this action happens in Zoho Cliq
Post message in Zoho Cliq in Zoho Cliq
This action posts a message in the selected chat.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to When a Salesforce Opportunity is won, notify everyone in Cliq.
Part I
Configure Applications
First, we need to connect Salesforce and Zoho Cliq to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Salesforce to IFTTT.
Give IFTTT access to your Salesforce account, using Salesforce credentials.
Connect Zoho Cliq to IFTTT.
Give IFTTT access to your Zoho Cliq account, using Zoho Cliq credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Salesforce
Choose the following trigger: Opportunity was won (This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce).
Then set up an Action for Zoho Cliq
Choose this action: Post message in Zoho Cliq (This action posts a message in the selected chat.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Zoho Cliq.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will When a Salesforce Opportunity is won, notify everyone in Cliq!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Send channel message
Send message to a channel in which you have joined.
actionbyzapierintegratelyPost message in zoho cliq
This action posts a message in the selected chat.
actionbyiftttSend direct message
Send a direct message to a contact or an user in your Organisation.
actionbyzapierintegratelyBroadcast a bot message
Send a message to all subscribers of the bot.
actionbyzapierintegratelySend message to a chat
Send message to any of your existing chats.
actionbyzapierSend message
Send a message.
actionbyzapier
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
