Integrate Zoho CRM with Salesforce

Send information between Zoho CRM and Salesforce automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho CRM and Salesforce using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

New note

Triggers when a new note is added

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Opportunity updated

Triggers when an opportunity is updated

Case created

Triggers when a new case is created

Contact updated

Triggers when a contact is updated

Lead created

Triggers when a new lead is created

Product added

Triggers when a new product is added

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

Order updated

Triggers when an order is updated

Module entry added

Trigger when a new entry is added to the selected module

Note created

Triggers when a new note is created

Note updated

Triggers when a note is updated

Account created

Triggers when a new account is created

Case updated

Triggers when a case is updated

Product updated

Triggers when an product is updated

Opportunity added

Triggers when a new opportunity is added

Task updated

Triggers when a task is updated

Solution updated

Triggers when an solution is updated

Task created

Triggers when a new task is created

Module entry updated

Triggers when a record is updated in the selected module

Order created

Triggers when a new order is created

Contact created

Triggers when a new contact is created

Campaign added

Triggers when a new campaign is added

Account updated

Triggers when an account is updated

Event updated

Triggers when an event is updated

All Actions - Actions are the automated tasks

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Raise signal

Raises a signal to Zoho CRM

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update related module entry

Relates an entry in this module with an entry in another module

Remove tags

Removes tags from the specified record

Add note

Adds a note to the selected module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update module entry

Updates the specified module entry

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch contact

Fetches a contact by email address, unique ID, or name

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Create note

Creates a new note

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create event

Creates a new event

Create lead

Creates a new lead

Create order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Update event

Updates the details of an existing event

Update campaign

Updates the details of an existing campaign

Update order

Updates the details of an existing order

Update solution

Updates the details of an existing solution

Update case

Updates the details of an existing case

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update product

Updates the details of an existing product

Update note

Updates the details of an existing note

Update opportunity

Updates the details of an existing opportunity

Update custom module entry

Updates the details of entry in the selected module

Update lead

Updates the details of an existing lead

Fetch order

Fetches the details of an existing order by number or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch user

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

Fetch group

Fetches the details of an existing group by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch module entry

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

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch company

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

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch contact

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

Fetch note

Fetches the details of an existing note by title or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch custom module entry

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

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Salesforce?

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

CRM Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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. Learn more

Toto

Technical Engineer, Master Liveaboards

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