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Create business workflows for Salesforce without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Salesforce workflows

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Update opportunity details in Salesforce when the details of a deal are updated in Bigin.

Automating the process of maintaining an updated deal or opportunity status helps you stay on top of your sales activity. This flow will update order details in Salesforce when the details of a deal are updated in Bigin.

How it works

1. The details of a deal are updated in Bigin.

2. Zoho Flow updates the details of the opportunity in Salesforce.

Use this flow

Update opportunity details in Salesforce when the details of a deal are updated in Bigin.

Bigin + Salesforce

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Use this flow

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Create a new product in Bigin when a new product is added in Salesforce.

Manually maintaining your product catalogue is not only tedious but also prone to human error. This flow will automate the process of creating a new product in Bigin when a new product is added in Salesforce.

How it works

1. A new product is added in Saleforce.

2. Zoho Flow creates a new product in Bigin.

Use this flow

Create a new product in Bigin when a new product is added in Salesforce.

Salesforce + Bigin

View flow detail

Use this flow

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Send emails to new Salesforce leads

This flow sends an email to new Salesforce leads automatically.

How it works

An email is sent to Salesforce leads automatically.

Use this flow

Send emails to new Salesforce leads

Salesforce + Send Email

View flow detail

Use this flow

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Create SmartSurvey contacts from new Salesforce contacts

People you’ve interacted with are excellent candidates for participating in your surveys. Use this flow to create SmartSurvey contacts whenever a Salesforce contact is created.

How it works

1. A new contact is created in Salesforce.

2. Zoho Flow automatically creates a contact in SmartSurvey using the details of the newly created contact in Salesforce.

Use this flow

Create SmartSurvey contacts from new Salesforce contacts

Salesforce + SmartSurvey

View flow detail

Use this flow

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Event updated

Triggers when an event is updated

Account created

Triggers when a new account is created

Campaign added

Triggers when a new campaign is added

Task created

Triggers when a new task is created

Order created

Triggers when a new order is created

Account updated

Triggers when an account is updated

Module entry updated

Triggers when a record is updated in the selected module

Product updated

Triggers when an product is updated

Solution updated

Triggers when an solution is updated

Lead created

Triggers when a new lead is created

Opportunity added

Triggers when a new opportunity is added

Note created

Triggers when a new note is created

Case updated

Triggers when a case is updated

Task updated

Triggers when a task is updated

Note updated

Triggers when a note is updated

Solution added

Triggers when a new solution is added

Module entry added

Trigger when a new entry is added to the selected module

Lead updated

Triggers when a lead is updated

Case created

Triggers when a new case is created

Product added

Triggers when a new product is added

Order updated

Triggers when an order is updated

Contact updated

Triggers when a contact is updated

Campaign updated

Triggers when a new campaign is updated

Event created

Triggers when a new event is created

Opportunity updated

Triggers when an opportunity is updated

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create task

Creates a new task

Create order

Creates a new order

Create lead

Creates a new lead

Create event

Creates a new event

Create case

Creates a new case

Create campaign

Creates a new campaign

Create account

Creates a new account

Create note

Creates a new note

Create contact

Creates a new contact

Create solution

Creates a new solution

Create custom module entry

Creates a new entry in the selected module

Create opportunity

Creates a new opportunity

Update lead

Updates the details of an existing lead

Update note

Updates the details of an existing note

Update order

Updates the details of an existing order

Update event

Updates the details of an existing event

Update solution

Updates the details of an existing solution

Update opportunity

Updates the details of an existing opportunity

Update contact

Updates the details of an existing contact

Update product

Updates the details of an existing product

Update custom module entry

Updates the details of entry in the selected module

Update task

Updates the details of an existing task

Update campaign

Updates the details of an existing campaign

Update case

Updates the details of an existing case

Update account

Updates the details of an existing account

Fetch account

Fetches the details of an existing account by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch product

Fetches the details of an existing product by name or ID

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What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

Categories : Popular CRM

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Network with us

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more

Toto

Technical Engineer, Master Liveaboards