
When this happens...
New Customer/Contact
Updated Customer

Automatically do this!
Create Draft
Create Folder
Create Label
Send Email
Get User Signatures
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact/customer is created
Triggers when a new customer is created or updated
Triggers when new email received.
Triggers when you recieve a new email that matches the given condition.
Action is the task that follows automatically within your Cliengo integrations.
creates a new customer
Search a agent
Update an existing custome
Search a customer
List all account
List all account payments

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To start, connect both your Cliengo and Zoho Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in Cliengo triggers actions in Zoho Mail (or vice versa).
Absolutely. You can customize how Cliengo data is recorded in Zoho Mail. This includes choosing which data fields go into which fields of Zoho Mail, setting up custom formats, and filtering out unwanted information.
The data sync between Cliengo and Zoho Mail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cliengo and Zoho Mail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
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