Microsoft Dynamics 365 CRM + Zoho Cliq Integration

Integrate Microsoft Dynamics 365 CRM to Zoho Cliq in one click, or tell Integrately AI how you want each lead handled. Capture every new contact, notify your team instantly, broadcast updates, and keep your workspace synchronized automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • 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

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Zoho Cliq Integration

Capture new leads, notify team channels, update accounts, send direct messages, and alert stakeholders, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Zoho Cliq Integration

Send Zoho Cliq message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, 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 Microsoft Dynamics 365 CRM - 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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Connect more apps to your Microsoft Dynamics 365 CRM + Zoho Cliq flow

Sync customer data to email tools, calendars, and accounting software right after your core automation finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zoho Cliq
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Microsoft OutlookMicrosoft Outlook (4)
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HubSpotHubSpot (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
CalendlyCalendly (4)
M
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Create a contact in Microsoft Outlook when a Microsoft Dynamics 365 CRM lead is created, and send a direct message in Zoho Cliq
New Microsoft Dynamics 365 CRM leads immediately appear in Microsoft Outlook as contacts while Zoho Cliq sends a direct message to your team, eliminating manual data entry.
M
M
Z
When a Microsoft Dynamics 365 CRM case is created, create a calendar event in Microsoft Outlook and post in Zoho Cliq
Support cases in Microsoft Dynamics 365 CRM automatically schedule an Outlook calendar follow-up and alert your team in Zoho Cliq.
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If a Microsoft Dynamics 365 CRM opportunity is updated, update the Microsoft Outlook meeting and notify your team in Zoho Cliq
Keep your calendar and chat channel updated automatically whenever a Microsoft Dynamics 365 CRM opportunity changes stage.
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Use ChatGPT to summarize Microsoft Dynamics 365 CRM account updates, create an Outlook task, and alert Zoho Cliq
AI summarizes account updates from Microsoft Dynamics 365 CRM, creates an Outlook task for follow-up, and notifies your team in Zoho Cliq.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Zoho Cliq

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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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
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What can you automate with Microsoft Dynamics 365 CRM + Zoho Cliq?

Transform how your teams collaborate by connecting Microsoft Dynamics 365 CRM events directly to instant Zoho Cliq notifications.

What you can automate?
💬
Notify team channels on new lead creation
Send instant channel messages in Zoho Cliq the moment a new lead is created in Microsoft Dynamics 365 CRM, ensuring rapid sales outreach without manual notification steps.
📋
Capture every submitted contact detail
Map all available contact fields from Microsoft Dynamics 365 CRM into your Zoho Cliq message payload so your team reviews complete prospect information immediately.
⚡
Alert specific reps with direct messages
Target the right sales representative with a Zoho Cliq direct message whenever their assigned Microsoft Dynamics 365 CRM opportunity updates or reaches a new stage.
🔀
Route messages based on lead tier
Send high-priority enterprise leads to executive channels in Zoho Cliq while routing standard inquiries to general support streams automatically.
🔄
Broadcast updates when cases change
Keep support teams fully synchronized by broadcasting bot messages in Zoho Cliq whenever a Microsoft Dynamics 365 CRM case is updated or resolved.
📝
Log sales order confirmations
Trigger team-wide announcements in Zoho Cliq whenever a new sales order or quote is finalized in Microsoft Dynamics 365 CRM, celebrating wins instantly.
🔔
Handle later account modifications
Send automated status alerts to your operations channel in Zoho Cliq whenever an existing Microsoft Dynamics 365 CRM account or contact record is updated.
🔌
Extend workflows to third-party tools
Connect your core Microsoft Dynamics 365 CRM and Zoho Cliq flow to HubSpot, Slack, or QuickBooks Online to synchronize customer data across your entire stack.
And much more...

Who is Microsoft Dynamics 365 CRM + Zoho Cliq integration for?

Connect Microsoft Dynamics 365 CRM and Zoho Cliq to eliminate manual data entry, streamline team notifications, and keep your pipeline transparent across departments.

Sales managers
Sales managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations coordinators
Operations coordinators
Sales representatives
Sales representatives
Data analysts
Data analysts
📈
Sales managers
You're reviewing pipeline reports in Microsoft Dynamics 365 CRM but your team updates chat channels manually, so the deal counts you're forecasting against are always hours behind — automating both apps means every lead event triggers instant team alerts and your metrics stay current.
⚡
Customer support leads
You manage urgent client issues inside Microsoft Dynamics 365 CRM, but support agents find out too late when new cases arrive, so response times slip — connecting these apps means every new case instantly dispatches a direct message in Zoho Cliq and resolution starts immediately.
🤝
Account executives
You close deals in Microsoft Dynamics 365 CRM and answer to clients who want immediate progress updates, so you spend hours typing status reports — integrating these apps means every opportunity change posts straight to your chat workspace and clients see progress in real time.
🔄
Operations coordinators
The volume of new sales orders and customer records in Microsoft Dynamics 365 CRM is too high for anyone to keep up by hand, so communication gaps form — with this integration, every order automatically triggers team notifications and keeps your workspace fully synchronized.
👥
Sales representatives
You own the outreach step and depend on someone upstream to hand over lead details from Microsoft Dynamics 365 CRM, so you waste time asking for context — automating both apps means every lead arrival instantly pings your chat window with complete prospect details.
📋
Data analysts
You need a reliable history of account modifications in Microsoft Dynamics 365 CRM, but audit logs keep missing chat notifications, so you keep finding gaps in your timeline — connecting these apps means every account update broadcasts an immutable log straight to your team channel.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Zoho Cliq

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1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Zoho Cliq with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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AI that builds your automations
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Free done-for-you setup
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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.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Zoho Cliq?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zoho Cliq in 1-click using Integrately. Choose from ready automation templates or ask Integrately AI to build the workflow and map the fields for your team.
Can I automatically send Zoho Cliq messages when a Microsoft Dynamics 365 CRM lead is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zoho Cliq, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zoho Cliq?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact triggers here?
Frequently Asked Questions
Can Zoho Cliq send both direct messages and channel broadcasts?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Zoho Cliq?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zoho Cliq integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Zoho Cliq With 1500+ Other Apps

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Zoho Cliq
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Sync Zoho Cliq with project management, support ticketing, and reporting tools to keep team communication flowing across your stack.
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