Connect with purpose
Authorise the appropriate account in the CRM application’s connection manager. Check account permissions and provider requirements before enabling the integration.
ZOHO CLIQ
Bring the right people into the conversation.
Use configured notifications, owner messages, and team questions to involve people when needed.
Choose what is available
Select the resources and tools needed by your workflow. A connection does not automatically enable every tool for every bot.
Test the complete outcome
Run an approved test conversation, verify the action in the connected service, and check the CRM outcome.
YOUR NEXT CHAPTER
Put the next
conversation to work.
See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.