Effective communication is a vital component of any successful business. While email has traditionally been the go-to medium for notifications, exploring alternative channels can streamline processes and improve efficiency. In this article and tutorial video, we'll explore how to send CRM notifications to a Zoho Cliq channel, replacing the need for email notifications.
Zoho Cliq is a powerful team communication and collaboration platform that offers real-time messaging, file sharing, and integrations, making it an ideal solution for managing CRM notifications. It also has the ability to create specific channels and bots which is what we are going to create in this tutorial video.
Leveraging tools like the Zoho Cliq message builder, we can create themed messages for a specific channel. For instance, we utilise it to update our custom function error logging, sending alerts to a Zoho Cliq channel and eliminating the need for email notifications. This approach not only streamlines communication but also enhances response and resource allocation, as multiple users receive a single alert and can respond within the channel, providing updates to other team members and indicating their actions on the item.
This process allows you to streamline your communication and enhance collaboration within your team. With real-time updates and customised notification settings, Zoho Cliq offers a more efficient alternative to email notifications. Start leveraging the power of Zoho Cliq today and experience improved productivity and streamlined communication in your CRM workflows.
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Resources
GitHub Code: https://github.com/squarelabsgit/Send-Notifications-to-Zoho-Cliq
Zoho Cliq Message Builder: https://cliq.zoho.com/messagebuilder
Custom Function Error Logging with Email Alerts: https://www.squarelabs.com.au/post/how-to-add-custom-function-error-logs-to-zoho-crm-with-email-alerts
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