Zoho Cliq + Pipedrive Integration

Integrate Pipedrive to Zoho Cliq in one click, or tell Integrately AI how you want each deal handled. Create deals, update organizations, send direct messages, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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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
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Pipedrive + Zoho Cliq Integration

Send direct messages for new deals, broadcast bot updates for created leads, notify channels for organization changes, and keep your team aligned, all in just one click.

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

Send Zoho Cliq message for new Pipedrive deal

Whenever a new deal is created in your Pipedrive, 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 deal 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 deals. In short, this Pipedrive - Zoho Cliq integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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  • 1of2
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 Pipedrive + Zoho Cliq flow

Capture contacts from your calendar, send email campaigns, sync marketing lists, and keep your spreadsheet updated. Pick a combination and activate it in one click.

Zoho Cliq
Pipedrive
+
HubspotHubspot (6)
+
CalendlyCalendly (5)
+
GmailGmail (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (5)
H
P
Z
Add HubSpot contacts to Pipedrive as persons and send a direct message in Zoho Cliq
New HubSpot contacts automatically create persons in Pipedrive and trigger a direct message in Zoho Cliq.
H
P
Z
Create Pipedrive deals from HubSpot deals and broadcast updates in Zoho Cliq
Every HubSpot deal is mirrored in Pipedrive and announced instantly in Zoho Cliq.
H
P
Z
Update Pipedrive persons when HubSpot contacts change and alert Zoho Cliq
HubSpot contact updates automatically modify Pipedrive persons and notify Zoho Cliq channels.
P
H
Z
Create HubSpot contacts when Pipedrive leads are created and message Zoho Cliq
New Pipedrive leads generate HubSpot contacts and trigger Zoho Cliq alerts.
H
P
Z
Use Claude to analyse HubSpot submissions, update Pipedrive notes, and message Zoho Cliq
Claude reviews HubSpot submissions before updating Pipedrive notes and alerting Zoho Cliq.
H
P
Z
When HubSpot deals are won, update Pipedrive and notify Zoho Cliq channels
Won HubSpot deals update Pipedrive deals and broadcast team success in Zoho Cliq.

Supported triggers and actions for Zoho Cliq and Pipedrive

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
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Pipedrive + Zoho Cliq?

Connect your CRM and communication platform to streamline deal updates, notifications, and team workflows.

What you can automate?
💼
Send direct messages for every new deal created in Pipedrive
Automatically dispatch a direct message in Zoho Cliq whenever a new deal is created in Pipedrive to ensure instant team awareness.
📋
Capture every submitted field from leads into Zoho Cliq broadcasts
Map all available lead details from Pipedrive straight into Zoho Cliq bot broadcasts so your team receives comprehensive information.
🔔
Alert your sales channel instantly when a deal stage updates
Trigger automated channel messages in Zoho Cliq the moment a Pipedrive deal progresses to a new sales stage.
🔀
Route messages differently depending on the deal value or organization stage
Send targeted notifications to specific Zoho Cliq channels based on custom field criteria in your Pipedrive records.
🔄
Keep your chat channels updated as person or organization records change
Ensure your team workspace stays synchronized by broadcasting updates whenever Pipedrive contacts or organizations are modified.
🔍
Search and update existing records instead of creating duplicates
Verify existing entries in Pipedrive before creating or updating records, preventing redundant entries in your CRM.
⏱️
Handle later status events like won or lost deals with automated notifications
Broadcast success or closure updates in Zoho Cliq automatically when Pipedrive deals reach final statuses.
🔌
Extend your Pipedrive and Zoho Cliq flow by syncing new contacts into HubSpot
Connect your core CRM process with HubSpot to keep external marketing lists updated alongside your team chats.
And much more...

Who is Pipedrive + Zoho Cliq integration for?

Connecting Pipedrive and Zoho Cliq streamlines team communication and deal tracking, helping sales and operations teams act instantly on pipeline updates.

Performance analysts
Performance analysts
Sales managers
Sales managers
Account executives
Account executives
High-volume sales teams
High-volume sales teams
Operations coordinators
Operations coordinators
CRM administrators
CRM administrators
📈
Performance analysts
You report on this and decide from it, but the numbers are always stale because lead and deal updates sit unnotified in your CRM — with this integration, every new deal reaches your team instantly so reporting reflects real-time pipeline status.
Sales managers
You need to act fast when new opportunities emerge, and you find out too late because team alerts require manual messaging — with this integration, every new deal triggers an immediate notification so reps can engage prospects without delay.
🤝
Account executives
You answer to a client or an outside party who wants to see progress, but updating chats manually leaves gaps in communication — connecting these apps means every activity update posts directly to your team workspace to keep stakeholders fully informed.
📈
High-volume sales teams
The volume is too high for anyone to keep up by hand, resulting in missed deal notifications and delayed client responses — this integration means every created lead and updated stage automatically broadcasts messages so nothing slips through the cracks.
🎯
Operations coordinators
You own the next step and depend on someone upstream to hand it over, but missing notifications stall your workflow — automating both apps means every new organization record immediately alerts the right person to take over.
📋
CRM administrators
You need a reliable history and keep finding gaps in it because manual message logging is inconsistent — with this integration, every created note and updated person logs transparently into your central channels.
Our team

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Why choose Integrately to automate Zoho Cliq + Pipedrive

Build and manage your Zoho Cliq + Pipedrive 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 + Pipedrive 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Pipedrive to Zoho Cliq?
Frequently Asked Questions
You can connect Pipedrive to Zoho Cliq in 1-click using ready workflows on Integrately. Link your accounts, select a template or ask Integrately AI to build your custom automation, and your team updates will flow instantly between Pipedrive, Zoho Cliq, Slack, and Google Sheets.
Can I automatically send a Zoho Cliq message when a Pipedrive deal is created?
Frequently Asked Questions
Can I connect Pipedrive, Zoho Cliq, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Zoho Cliq?
Frequently Asked Questions
How does Pipedrive handle new lead and deal triggers?
Frequently Asked Questions
How does Zoho Cliq handle direct and channel messages in workflows?
Frequently Asked Questions
Can I set up Pipedrive and Zoho Cliq integrations without coding?
Frequently Asked Questions
Is the Pipedrive and Zoho Cliq integration free?
Frequently Asked Questions
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