Ready workflows for Zoho Cliq + PerfexCRM Integration
Just click on the workflow you want to automate
When New form is submitted in Basin > Add staff in PerfexCRM > Send channel message in Zoho Cliq
When New form is submitted in Basin > Create lead in PerfexCRM > Broadcast a bot message in Zoho Cliq
When New form is submitted in Basin > Create lead in PerfexCRM > Send direct message in Zoho Cliq
When New form is submitted in Basin > Create lead in PerfexCRM > Send channel message in Zoho Cliq
When Form response is created in Sendly > Add staff in PerfexCRM > Broadcast a bot message in Zoho Cliq
When Form response is created in Sendly > Add staff in PerfexCRM > Send direct message in Zoho Cliq
When Form response is created in Sendly > Add staff in PerfexCRM > Send channel message in Zoho Cliq
When Form response is created in Sendly > Create lead in PerfexCRM > Broadcast a bot message in Zoho Cliq
When Form response is created in Sendly > Create lead in PerfexCRM > Send direct message in Zoho Cliq
When Form response is created in Sendly > Create lead in PerfexCRM > Send channel message in Zoho Cliq
When Form response is created in incstarts > Add staff in PerfexCRM > Broadcast a bot message in Zoho Cliq
When Form response is created in incstarts > Add staff in PerfexCRM > Send direct message in Zoho Cliq
When Form response is created in incstarts > Add staff in PerfexCRM > Send channel message in Zoho Cliq
When Form response is created in incstarts > Create lead in PerfexCRM > Broadcast a bot message in Zoho Cliq
When Form response is created in incstarts > Create lead in PerfexCRM > Send direct message in Zoho Cliq
When Form response is created in incstarts > Create lead in PerfexCRM > Send channel message in Zoho Cliq
When Form response is created in Spacecrate > Add staff in PerfexCRM > Broadcast a bot message in Zoho Cliq
When Form response is created in Spacecrate > Add staff in PerfexCRM > Send direct message in Zoho Cliq
When Order is created/Attendee is registered in Eventbrite > Create lead in PerfexCRM > Check any condition > Send channel message in Zoho Cliq
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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Zoho Cliq & PerfexCRM
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Zoho Cliq enables you to connect with colleagues, customers and partners from one central dashboard. Send messages, share files, organize meetings or even start a video call all within the same window.
See Zoho Cliq IntegrationsPerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
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