WordPress to Zoho Cliq integration

Supported form plugins and Zoho apps

FormBridge for Zoho connects these WordPress form plugins with your Zoho apps. This guide covers the Zoho Cliq destination.

Before you start

• FormBridge for Zoho Pro is installed and your licence is active.
• Your WordPress form is published and its trigger is set up in FormBridge for Zoho.
• Your Zoho account is authorised for Zoho Cliq under FormBridge for Zoho → Connections. If it isn’t, follow the guide to creating a Zoho connection.
• You know what the feed should do in Cliq — create a channel, create a thread, or post in an existing channel — and your form collects the text each one needs.

How to set up a WordPress to Zoho Cliq integration

Once your form trigger and feed details are ready, follow these seven steps.

1. Step 1: Select your account

   Destination › Account

   On the Destination step, open the Account dropdown and choose the Zoho account you authorised under FormBridge for Zoho → Connections. Channels and messages are created in this account’s Cliq organisation.

   No account in the list?

   Use Connect account at the top of the panel, or create the connection first and return to the feed. Learn how to create a Zoho connection.

   

2. Step 2: Select Zoho Cliq as the Zoho app

   Destination › Zoho app

   Open the Zoho app dropdown and select Zoho Cliq. The dropdown lists every app your account is authorised for. Note that Cliq has no Organization dropdown: the row goes straight from the account to the app and then the module.

   Zoho Cliq not in the list?

   The connection must include Zoho Cliq. Open FormBridge for Zoho → Connections, choose Edit access for the account, tick Zoho Cliq and reauthorise. Zoho grants only the permissions asked for when a connection is made.

   

3. Step 3: Choose what the feed creates

   Destination › Module

   The Module dropdown holds three options for Zoho Cliq:

   • Create channel — a new channel for every submission. Good when each enquiry, booking or project deserves a space of its own.
   • Create thread — a new thread, which keeps the conversation tidy inside a channel you already have.
   • Message in channel — one message posted into an existing channel. The usual choice for notifying a team that a form came in.

   Your choice decides the Zoho fields on the mapping step, so set it before you map anything. Once a module is chosen, the panel below changes to Destination settings, and the settings that don’t apply to it stay hidden.

   

4. Step 4: Set the destination settings

   Destination › Destination settings

   For Create channel, the one setting here is Who can join, which sets the new channel’s visibility in Zoho Cliq. Private: only the members added keeps it to the people the feed adds.

   Everything else about the channel — its name, description, members and first message — is set on the mapping step, not here.

   Click Test connection to confirm FormBridge can reach the account, then click Continue.

   A test creates a real channel

   Sending a test creates a real channel in Zoho Cliq, named from the sample values, and adds the members. Delete it in Cliq afterwards if you do not want to keep it.

   

5. Step 5: Map the channel name and the first message

   Mapping › Field mapping

   On the Mapping step, give each Zoho field a form field. Both lists load on their own: the Zoho fields come from the module you chose, and the form fields from your form.

   Channel name is a locked Required row — the feed will not save without it, and you cannot remove the row. Map a form field that produces a short, recognisable name. First message is optional: map the form’s message field to it and the channel opens with that text already posted.

   Keep channel names unique

   Cliq rejects a channel whose name is already taken. If the mapped field repeats — a plain subject line, say — add something that varies, such as the submitter’s name or email, so every channel gets its own name.

   

6. Step 6: Send fixed values and add more rows

   Mapping › Static value

   Click + Add mapping row to fill more of the module’s fields. To send the same text every time, set Source to Static value: the form field column greys out and you type the text in the Static value box instead — a standing channel Description, for example.

   

7. Step 7: Set conditions and create the feed

   Mapping › Conditional logic and Create feed

   Conditional logic matters here more than on most destinations: without it, every submission creates a channel or posts a message, and a busy form quickly becomes noise. Turn on Only send when the conditions below match, then build your rules: conditions inside a group must all match, and a record passes if it matches any one group. While the switch is off the feed sends every record it receives, and any rules you have written are kept but not applied.

   Read the full conditional logic guide →

   When the mapping is ready, click Create feed. The feed starts listening to the selected form straight away, so submit the real form once and watch it arrive in Cliq.

   

   Delivery logs

   Every delivery, successful or failed, is recorded under FormBridge for Zoho → Logs. Failed deliveries can be sent again with Resubmit.

Verify the integration

1. Submit the real form with a channel name you will recognise.
2. Check the log under FormBridge for Zoho → Logs and confirm the delivery succeeded.
3. Open Zoho Cliq and find the new channel, thread or message.
4. Check the details: the name, the first message, the description and who can see it.
5. Delete the test channel in Cliq once you are satisfied.

Troubleshooting

Pick the symptom you’re seeing to get the fix.

Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.

Frequently asked questions