Zoho CRM's approval process now supports Cliq notifications as a built-in action, available on both approval and rejection steps. When a decision is made on a record, the relevant people are notified instantly via Cliq rather than waiting for an email to land and be read.

How It Works

When configuring an approval or rejection step within your CRM approval process, you can add a Cliq notification as an action on that step. Once added, you select which recipients should receive the message at the moment the decision is triggered.

Who Can Be Notified

You can direct notifications to any of the following recipients:

• The record owner
• The record owner's manager
• The record owner's manager's manager
• A specific user or Cliq channel of your choice

Example: Loan Application Approvals in Financial Services

Consider a financial services firm that handles loan applications through Zoho CRM. Each application passes through an internal approval workflow before the team contacts the applicant. Previously, when a decision was reached, the assigned relationship manager relied on email alerts to know it was time to act. On a busy day, those emails could go unread for hours, introducing unnecessary delays.

With Cliq notifications added to the approval process, the relationship manager receives an instant Cliq message the moment an application is approved, allowing them to follow up straight away. If an application is rejected, the manager's manager is alerted immediately so they can review the outcome and advise accordingly. Decisions reach the right person in real time, with no dependency on someone checking their inbox.

Availability