Pipedrive and Zoho Cliq Integration

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Pipedrive

Zoho Cliq

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Zoho Cliq

Create a New Scenario to Connect Pipedrive and Zoho Cliq

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or Zoho Cliq will be your first step. To do this, click "Choose an app," find Pipedrive or Zoho Cliq, and select the appropriate trigger to start the scenario.

Add the Pipedrive Node

Select the Pipedrive node from the app selection panel on the right.

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Pipedrive

Configure the Pipedrive

Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Zoho Cliq Node

Next, click the plus (+) icon on the Pipedrive node, select Zoho Cliq from the list of available apps, and choose the action you need from the list of nodes within Zoho Cliq.

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Zoho Cliq

Authenticate Zoho Cliq

Now, click the Zoho Cliq node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Cliq settings. Authentication allows you to use Zoho Cliq through Latenode.

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Run node once

Configure the Pipedrive and Zoho Cliq Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Zoho Cliq Oauth 2.0

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Run node once

Set Up the Pipedrive and Zoho Cliq Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Pipedrive, Zoho Cliq, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Pipedrive and Zoho Cliq integration works as expected. Depending on your setup, data should flow between Pipedrive and Zoho Cliq (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Pipedrive and Zoho Cliq

Pipedrive + Google Calendar + Zoho Cliq: When a deal reaches a specific stage in Pipedrive, create an event in Google Calendar to schedule a meeting and notify the team about the scheduled meeting in Zoho Cliq.

Pipedrive + Mailchimp + Zoho Cliq: When a deal is won in Pipedrive, add the contact person to a customer newsletter list in Mailchimp and announce the deal win in a Zoho Cliq channel.

Pipedrive and Zoho Cliq integration alternatives

About Pipedrive

Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.

About Zoho Cliq

Integrate Zoho Cliq with Latenode to automate team communication based on real-time triggers. Post messages to channels when specific events occur in other apps. Manage approvals, send notifications, and monitor project status changes automatically. Build custom workflows for efficient collaboration without manual steps, using Latenode's visual editor and API support for advanced logic.

See how Latenode works

FAQ Pipedrive and Zoho Cliq

How can I connect my Pipedrive account to Zoho Cliq using Latenode?

To connect your Pipedrive account to Zoho Cliq on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Pipedrive and click on "Connect".
  • Authenticate your Pipedrive and Zoho Cliq accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I get Cliq notifications for new Pipedrive deals?

Yes, you can! With Latenode, instantly trigger Zoho Cliq notifications when new deals are created in Pipedrive, keeping your team informed and ready to act on every sales opportunity.

What types of tasks can I perform by integrating Pipedrive with Zoho Cliq?

Integrating Pipedrive with Zoho Cliq allows you to perform various tasks, including:

  • Send a Zoho Cliq message when a deal reaches a specific stage.
  • Create a Cliq task from a new Pipedrive activity.
  • Post deal updates in Cliq channel.
  • Automatically update Pipedrive when a task is completed in Cliq.
  • Share Pipedrive contact details in a Cliq chat.

How secure is my Pipedrive data within Latenode workflows?

Latenode employs robust encryption and security measures to protect your Pipedrive and Zoho Cliq data during integration and workflow execution.

Are there any limitations to the Pipedrive and Zoho Cliq integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by Pipedrive and Zoho Cliq APIs may affect workflow speed.
  • Complex data transformations may require JavaScript knowledge.
  • Real-time sync depends on the webhook availability of both applications.

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