Zoho CRM's integration with Zoho Cliq lets sales teams push real-time deal alerts, workflow notifications, and approval requests directly into team channels — keeping everyone informed without leaving their chat workspace.
What is it
Zoho CRM connects with Zoho Cliq (Zoho's team messaging platform) through Workflow Rules and the @ZohoCRM bot, enabling automated notifications to be delivered into any Cliq channel when key CRM events occur. You can configure rules that fire when a deal reaches a certain stage, when an approval is triggered, or when any other CRM condition is met — and route the resulting message to the right channel or team. Cliq's multi-team channels make it straightforward to surface CRM data to sales, legal, finance, or any cross-functional group simultaneously. Because the setup lives inside CRM's Automation menu, no custom coding is required to get started.[1][2]
When to use it
- A deal moves to the "Negotiation" or "Closed Won" stage and you want the entire sales channel notified instantly, so managers can celebrate wins or escalate stalled opportunities without waiting for a pipeline review.[1]
- A contract approval request is raised from a Deals record and the legal team needs to act quickly; routing the approval alert into a shared Cliq channel ensures no request sits unread in someone's inbox.[3]
- Sales and marketing are running a joint lead-generation push and need a shared multi-team channel where CRM lead-status updates flow automatically, keeping both teams aligned without manual status calls.[2]
- A high-value account triggers a custom threshold (e.g., deal value exceeds a set amount) and a Cliq notification fires to the sales director's channel so they can engage before a competitor does.[1]
- Your onboarding team needs to know the moment a deal is marked closed-won so they can kick off a connected workflow; a Cliq alert removes the handoff lag between sales and post-sales.[3]
- You want to centralize CRM data visibility across departments without granting every team member full CRM access — Cliq channel notifications give them the context they need in a tool they already use.[2]
How to access it
To set up deal alerts and approval notifications in Cliq, navigate to CRM → Automation → Workflow Rules and create or edit a rule targeting the Deals (or relevant) module. In the Actions step, select Notify and choose Cliq as the notification method, then specify the channel or user to receive the message.[1] For a more conversational, on-demand experience, add the @ZohoCRM bot to any Cliq channel via Cliq Settings → Bots & Integrations, which lets channel members query CRM records and receive contextual updates directly in the chat thread.[1] Both paths are available on standard CRM editions and require no third-party middleware.
Related features
- Signals (CRM → Setup → Experience Center → Signals) — configure which CRM events generate real-time in-app and browser notifications, complementing the Cliq channel alerts you set up via Workflow Rules.
- CRM for Everyone / Connected Workflows — use cross-module automation to trigger Cliq notifications as part of broader multi-team processes, such as automatically notifying an onboarding channel when a deal closes.
- Email Deal Linking — pair channel alerts with deal-specific email threads so that when a Cliq notification fires, the full conversation history is already attached to the correct Deals record.
- Zoho Contracts + CRM Integration — route contract approval requests raised from Deals, Accounts, or Contacts directly into a legal team's Cliq channel, closing the loop between sales and contract execution.
[1]: Zoho Workplace + CRM integrations overview, Zoho Blog
[2]: Cross-team collaboration with Zoho Cliq, Zoho Blog
[3]: Zoho CRM for Everyone, Zoho Blog