The video is part of a Cliq full product tutorial focusing how to integrate Zoho Cliq with Zoho CRM. Here is a quick breakdown of the various talking points:
- A brief walkthrough of the Zoho CRM Integration settings and the various existing pre-baked integrations.
- How to set up notifications triggered by certain events, such as winning a deal, using Zoho CRM’s integration with Zoho Cliq.
- Exploring the potential of automating notifications when a deal enters a certain stage.
- The process of setting up workflows for notifying via Cliq when a deal’s stage is updated.
- An example scenario of creating and triggering a notification on a channel when a deal is closed.
- Mention of how similar integration possibilities exist in other Zoho applications like Zoho Desk.
For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.
