Zoho Cliq + Close Integration

Integrate Close to Zoho Cliq in one click, or tell Integrately AI how you want each lead handled. Log opportunities, notify your team in chat, alert reps, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.
  • 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
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for Close + Zoho Cliq Integration

Capture leads, alert your team in chat, update opportunity statuses, notify channels, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + Zoho Cliq Integration

Send Zoho Cliq message for new Close task

With this Close - Zoho Cliq integration, whenever a new task is created in Close, message will be sent via Zoho Cliq. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Close + Zoho Cliq Integration

Send Zoho Cliq message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending Zoho Cliq message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - Zoho Cliq integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Close + Zoho Cliq Integration

Send Zoho Cliq message for new Close contact

Anytime a new contact is added to your Close, 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 Close - 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Zoho Cliq flow

Bring in customer data, schedule meetings, and email contacts after your core flow finishes. Pick a combination and activate it in one click.

Zoho Cliq
Close
+
HubspotHubspot (4)
+
PipedrivePipedrive (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
C
H
Z
Create a Hubspot contact for every new Close lead, and notify your sales team in Zoho Cliq
New Close leads appear in Hubspot instantly while your sales team gets notified in Zoho Cliq, removing manual data entry.
C
H
Z
When a Close opportunity is created, create a deal in Hubspot and post an update in Zoho Cliq
Keep Hubspot updated and your team informed in Zoho Cliq the moment an opportunity is created in Close.
C
H
Z
Create a Hubspot task for every new Close task, and alert your team in Zoho Cliq
Ensure follow-up tasks created in Close appear in Hubspot with team notifications in Zoho Cliq.
C
H
Z
When a Close contact is created, log it in Hubspot and alert your team in Zoho Cliq
Sync new Close contacts to Hubspot and notify your team in Zoho Cliq immediately.

Supported triggers and actions for Zoho Cliq and Close

Mix and match to build the exact automation you need

Zoho Cliq
Zoho Cliq Triggers & Actions
No trigger is available
Send direct message in Zoho Cliq
Sends a private message to a recipient
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Send channel message in Zoho Cliq
Sends a message to a channel
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Broadcast a bot message in Zoho Cliq
Sends a pre-determined message to multiple recipients via a bot
Try it →
Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it →
Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
Try it →

What can you automate with Close + Zoho Cliq?

Connect Close and Zoho Cliq to streamline lead notifications, deal updates, and team collaboration.

What you can automate?
🚀
Send instant chat alerts for new leads
Automatically post a Zoho Cliq channel message whenever a new lead is created in Close, ensuring your sales team never misses an inbound prospect.
📋
Capture every submitted field and detail
Map complete prospect information from Close into your Zoho Cliq notifications so your team has all context without opening multiple tabs.
🔔
Notify the right person immediately
Direct urgent opportunity updates or high-value lead alerts to specific team members in Zoho Cliq the second they occur in Close.
🔀
Route messages based on lead criteria
Send enterprise lead notifications to dedicated sales channels in Zoho Cliq while routing standard inquiries to general queues.
🔄
Keep your team updated as deals change
Broadcast opportunity status updates and stage movements from Close directly into Zoho Cliq channels in real time.
🛡️
Prevent duplicates with smart checks
Search existing contacts and leads in Close before creating new records, keeping your workspace clean and organised.
Handle later status changes effortlessly
Trigger automated team notifications in Zoho Cliq when Close opportunities are won, lost, or updated to new stages.
🔗
Extend flows to connected apps
Connect Close and Zoho Cliq with third-party tools like Hubspot to build multi-step pipelines that run completely on autopilot.
And much more...

Who is Close + Zoho Cliq integration for?

Sales teams, revenue operators, and managers who rely on Close for pipeline management and Zoho Cliq for real-time team communication.

Sales Directors and Analysts
Sales Directors and Analysts
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Teams
Operations Teams
Sales Managers
Sales Managers
RevOps Specialists
RevOps Specialists
📈
Sales Directors and Analysts
You review pipeline numbers daily in Close, but your team chat is disconnected from CRM updates, so deal milestones are always reported hours late — with this integration, every new opportunity triggers an instant notification and keeps your leadership dashboard current.
Account Executives
You need to act fast when prospects engage, but finding out about new leads requires manual CRM checks, so hot opportunities slip through the cracks — automating both apps means every new lead triggers an immediate chat alert so you can respond instantly.
🤝
Client Success Managers
You answer to stakeholders who want live updates on project kickoff tasks, but tracking down status changes across Close wastes valuable hours — connecting these apps means every task update posts straight to your team channel and keeps clients informed.
📦
Operations Teams
The volume of inbound leads and customer inquiries in Close is too high for anyone to keep up by hand, so contact lists fall out of sync — automating these apps means every contact record is created instantly without manual data entry.
👔
Sales Managers
You own the handoff between prospecting and closing, but depend on reps to manually notify you when deal stages advance, causing communication gaps — automating both apps means every status change is announced in chat the moment it happens.
🔍
RevOps Specialists
You need a reliable history of all prospect interactions, but keep finding gaps where logged calls or notes were missed in Close — with this integration, every activity update and call record is mirrored reliably across your workflow.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho Cliq + Close

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho Cliq + Close 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.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Close to Zoho Cliq?
Frequently Asked Questions
You can connect Close to Zoho Cliq in one click using pre-built templates or ask Integrately AI to build the automation and map the fields for your sales workflow.
Can I send Zoho Cliq messages automatically when a lead is created in Close?
Frequently Asked Questions
Can I connect Close, Zoho Cliq, and Hubspot?
Frequently Asked Questions
What is a good Zapier alternative for Close and Zoho Cliq?
Frequently Asked Questions
How does Close handle lead updates in automations?
Frequently Asked Questions
How do Zoho Cliq channel messages work in these workflows?
Frequently Asked Questions
Can I automate Close and Zoho Cliq without any coding experience?
Frequently Asked Questions
Is the Close and Zoho Cliq integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Zoho Cliq With 1500+ Other Apps

Close
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Zoho Cliq
Popular Zoho Cliq Integrations
Sync Zoho Cliq with project management, support, and collaboration tools to keep team communication flowing.
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