Act! 365 + Zoho Cliq Integration

Integrate Act! 365 to Zoho Cliq in one click, or tell Integrately AI how you want each contact handled. Notify your team, send direct messages, broadcast bot messages, and alert channels automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • Zoho Cliq
    Send direct message in Zoho Cliq
  • Zoho Cliq
    Send channel message in Zoho Cliq
  • Zoho Cliq
    Broadcast a bot message in Zoho Cliq

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Ready Workflows Ready Workflows for Act! 365 + Zoho Cliq Integration

Capture contacts, notify team members, send direct messages, broadcast bot updates, and alert channels, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + Zoho Cliq Integration

Send Zoho Cliq message for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a message through Zoho Cliq letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - Zoho Cliq integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Act! 365 + Zoho Cliq flow

Sync new contacts to your CRM, notify support teams via email, and schedule follow-ups across your entire stack. Pick a combination and activate it in one click.

Act! 365
Zoho Cliq
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SalesforceSalesforce (4)
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HubspotHubspot (3)
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GmailGmail (3)
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Google CalendarGoogle Calendar (3)
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StripeStripe (3)
+
MailchimpMailchimp (3)
A
S
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Add every new Act! 365 contact to Salesforce, and send a direct message in Zoho Cliq.
New Act! 365 contacts appear in Salesforce instantly while Zoho Cliq notifies your team, removing manual data entry.
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S
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When a new Act! 365 contact is added, create a Salesforce lead and post a channel message in Zoho Cliq.
Act! 365 contacts create Salesforce leads instantly, and Zoho Cliq alerts your sales channel.
A
S
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If an Act! 365 contact has a company, create a Salesforce account and broadcast a bot message in Zoho Cliq.
Company contacts in Act! 365 create Salesforce accounts automatically while Zoho Cliq broadcasts the update.
A
C
S
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Use Claude to evaluate Act! 365 contacts, create Salesforce leads, and send direct messages in Zoho Cliq.
Claude scores Act! 365 contacts before Salesforce saves them and Zoho Cliq alerts the assigned rep.

Supported triggers and actions for Act! 365 and Zoho Cliq

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
Zoho Cliq
Zoho Cliq Triggers & Actions
No trigger is available
Send direct message in Zoho Cliq
Sends a private message to a recipient
Try it →
Send channel message in Zoho Cliq
Sends a message to a channel
Try it →
Broadcast a bot message in Zoho Cliq
Sends a pre-determined message to multiple recipients via a bot
Try it →

What can you automate with Act! 365 + Zoho Cliq?

Streamline your customer communications by connecting Act! 365 triggers directly to Zoho Cliq messaging actions.

What you can automate?
⚡
Send Zoho Cliq messages on new Act! 365 contacts
Trigger instant direct messages or channel alerts in Zoho Cliq the moment a new contact is created in Act! 365.
📋
Capture every submitted contact detail
Map names, email addresses, and phone numbers from Act! 365 straight into your Zoho Cliq notifications for complete visibility.
🔔
Alert the right team member instantly
Direct new contact notifications to specific Zoho Cliq channels or specific team members without manual forwarding.
🔀
Route messages based on contact fields
Send different alerts to separate Zoho Cliq channels depending on the company name or details submitted in Act! 365.
🔄
Keep records updated as details change
Ensure your Act! 365 database and Zoho Cliq communications remain synchronized as customer information evolves.
🛡️
Prevent duplicate notifications
Create contacts cleanly and notify teams without triggering redundant alerts for existing records.
📈
Handle follow-up tasks efficiently
Automate subsequent operational steps in Act! 365 once your Zoho Cliq notification has been dispatched.
🔌
Extend your workflow to external apps
Connect Act! 365 and Zoho Cliq with Salesforce, HubSpot, or Gmail to build comprehensive multi-step pipelines.
And much more...

Who is Act! 365 + Zoho Cliq integration for?

Teams managing sales pipelines and communication channels benefit from instantaneous contact routing and instant messaging alerts.

Sales managers
Sales managers
Account executives
Account executives
Client success teams
Client success teams
Operations leads
Operations leads
Support specialists
Support specialists
CRM administrators
CRM administrators
📈
Sales managers
You're tracking new prospects in Act! 365 but your communication tools only update when someone manually types messages, so the pipeline metrics you're reviewing are always hours behind — with this integration, every new contact triggers a direct message instantly and your pipeline stays current.
⚡
Account executives
You need to act fast on incoming leads, but you find out about new Act! 365 contacts too late in the day — with this integration, every new contact triggers an immediate channel alert so you can reach out first.
🤝
Client success teams
You answer to stakeholders who want instant visibility into new client signups, but manual reporting delays updates — with this integration, every new contact is announced in Zoho Cliq immediately, keeping everyone informed.
📊
Operations leads
The volume of new contacts is too high for anyone to keep up by hand, leading to missed notifications — with this integration, every new record triggers automated messaging instantly, preventing bottlenecks.
👥
Support specialists
You own the onboarding step and depend on sales to hand over new contacts, but details get lost in transit — with this integration, every new contact is transmitted straight to your messaging dashboard automatically.
📝
CRM administrators
You need a reliable contact history but keep finding gaps caused by skipped manual notifications — with this integration, every new record is logged and announced without fail.
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Why choose Integrately to automate Act! 365 + Zoho Cliq

Build and manage your Act! 365 + Zoho Cliq automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Zoho Cliq with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Act! 365 to Zoho Cliq?
Frequently Asked Questions
You can connect Act! 365 to Zoho Cliq in 1-click using ready templates on Integrately, or by asking Integrately AI to build the workflow for you. It also integrates seamlessly with apps like Salesforce, HubSpot, and Gmail.
Can I automatically send Zoho Cliq messages when a new contact is created in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, Zoho Cliq, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Zoho Cliq?
Frequently Asked Questions
How does Act! 365 handle new contact triggers in automations?
Frequently Asked Questions
How does Zoho Cliq handle incoming notification actions?
Frequently Asked Questions
Can I set up this integration without writing code?
Frequently Asked Questions
Is the Act! 365 and Zoho Cliq integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Zoho Cliq With 1500+ Other Apps

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