Connect Zoho cliq and Kylas CRM
Integrate Zoho cliq with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Broadcast a Bot Message in Zoho-cliq when New Lead Created in Kylas CRM
Send Direct Message via Zoho Cliq when New Lead Created in Kylas CRM
Send Message to Channel on Zoho Cliq when New Lead Created in Kylas CRM
Broadcast a Bot Message in Zoho-cliq when New Contact in Kylas-crm
Send Direct Message via Zoho Cliq when New Contact in Kylas-crm
Popular Zoho cliq + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho cliq
When this happens...
New Message
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Broadcast a Bot Message in Zoho-cliq when New Lead Created in Kylas CRM
Use this flowSend Direct Message via Zoho Cliq when New Lead Created in Kylas CRM
Use this flowSend Message to Channel on Zoho Cliq when New Lead Created in Kylas CRM
Use this flowBroadcast a Bot Message in Zoho-cliq when New Contact in Kylas-crm
Use this flowSend Direct Message via Zoho Cliq when New Contact in Kylas-crm
Use this flowSend Message to Channel on Zoho Cliq when New Contact in Kylas-crm
Use this flowBroadcast a Bot Message in Zoho-cliq when Lead Updated in Kylas-crm
Use this flowSend Direct Message via Zoho Cliq when Lead Updated in Kylas-crm
Use this flowSend Message to Channel on Zoho Cliq when Lead Updated in Kylas-crm
Use this flowBroadcast a Bot Message in Zoho-cliq when New Deal in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho cliq and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when a new message is sent or received.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
Do thisActions
Action is the task that follows automatically within your Zoho cliq integrations.
Broadcast a Bot Message
Send a message to all subscribers of a bot
Send Direct Message
Send a direct message to a user or contact in your organization.
Send Message to Channel
Send a message to a channel, optionally as a bot, as a reply, or with a card.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoho cliq
Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.
Learn moreSimilar apps
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho cliq and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho cliq and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where Zoho cliq triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Zoho cliq. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho cliq and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho cliq and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
