Integrate SalesLoft with Zoho Analytics

Send information between SalesLoft and Zoho Analytics automatically, without writing any code, using Zoho Flow.

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Create a new row in the selected table in Zoho Analytics when a new note is added in SalesLoft

Integrate SalesLoft with Zoho Analytics using Zoho Flow. Whenever a new note is added in SalesLoft, Zoho Flow automatically creates a new row in the selected table in Zoho Analytics. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new note is added in SalesLoft.
  2. Zoho Flow creates a new row in the selected table in Zoho Analytics.
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Create a new row in the selected table in Zoho Analytics when a new note is added in SalesLoft

SalesLoft + Zoho Analytics

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Supported triggers and actions

Integrate SalesLoft and Zoho Analytics using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Account added

Triggers when a new account is added

Call activity added

Triggers when a new call activity is added

Note added

Triggers when a new note is added

Email activity added

Triggers when a new email activity is added

Person added

Triggers when a new person is added

All Actions - Actions are the automated tasks

Add account

Adds a new account

Add note to person

Adds a note to the selected person

Add note to account

Adds a note to the selected account

Add person

Adds a new person

Create user group

Creates a new user group in the specified workspace

Create slideshow

Creates a slideshow in the specified workspace

Share views

Shares a view with the specified users

Create row

Creates a new row in the selected table

Add group members

Adds the user to the specified group

Create user

Creates a new user in the specified organization

Remove group members

Removes a user from the specified group

Move views to folder

Moves a view to the specified folder

Update row

Updates the details of an existing row

Create or update row

Creates a new record or updates the details of an existing record in the selected table

Fetch view

Fetches the details of an existing view

Fetch row

Fetches the details of an existing row

What is SalesLoft?

SalesLoft is a sales engagement platform that lets you schedule calls, monitor email deliverability, and provide real time coaching from anywhere.

What is Zoho Analytics?

Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports.

Dashboard Zoho

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.

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Logic

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

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Custom functions

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

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Using Zoho Flow, 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 Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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