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Salesforce Essentials + Zoho Campaigns

Create Salesforce Essentials records for new Zoho Campaigns contacts

Effortlessly manage your contacts by connecting Zoho Campaigns and Salesforce Essentials with this automation. Whenever a new contact is added to Zoho Campaigns, this workflow will create a record for them in Salesforce Essentials, ensuring your customer data stays organized and up-to-date. Stay focused on your business growth and let this seamless integration handle your contact management.

Effortlessly manage your contacts by connecting Zoho Campaigns and Salesforce Essentials with this automation. Whenever a new contact is added to Zoho Campaigns, this workflow will create a record for them in Salesforce Essentials, ensuring your customer data stays organized and up-to-date. Stay focused on your business growth and let this seamless integration handle your contact management.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier