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Set up your first integration
Quickly connect Salesforce to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Salesforce and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Salesforce and Zoho CRM
Push won deals from Salesforce to Zoho CRM
Business owners can track and manage sales effectively by syncing closed deals from Salesforce to Zoho CRM. When an opportunity is marked as won in Salesforce, Zapier creates a matching record in Zoho CRM, ensuring a seamless sales management workflow and consistent data across platforms.
Business Owner
Sync updated Salesforce records to Zoho CRM
IT teams can ensure data consistency by syncing updates from Salesforce to Zoho CRM whenever a record is updated. For example, when a contact or lead record is modified in Salesforce, Zapier immediately updates the corresponding record in Zoho CRM, eliminating manual data transfers and reducing data discrepancies.
ITSync new leads from Zoho CRM to Salesforce campaigns
Marketers can streamline lead tracking by syncing new leads from Zoho CRM into Salesforce campaigns. Whenever a new lead is added to Zoho CRM, Zapier automatically adds it to a specified Salesforce campaign, enhancing lead segmentation and follow-up processes.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Salesforce + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Zoho CRM
What is Salesforce and Zoho CRM integration?
Salesforce and Zoho CRM integration is a process that allows you to connect your Salesforce data with your Zoho CRM system. This enables you to automate workflows by using triggers such as 'New Lead in Salesforce' to create actions like 'Create Contact in Zoho CRM.'
How does the integration handle data sync between Salesforce and Zoho CRM?
Our integration utilizes triggers and actions to sync data. For example, a trigger like 'New Account in Salesforce' can automatically initiate an action such as 'Add Account in Zoho CRM,' ensuring that your data remains consistent across both platforms.
Can I customize the triggers and actions in the integration?
Yes, our system allows customization of triggers and actions. You can define specific criteria for triggers such as 'Updated Opportunity in Salesforce' to perform actions like updating corresponding details in Zoho CRM.
Are there any limitations on the types of records that can be transferred between Salesforce and Zoho CRM?
The integration typically supports standard objects like Leads, Contacts, Accounts, and Opportunities. However, custom record types may require additional configuration to ensure proper mapping between systems.
How often does the data sync occur after setting up the integration?
Data synchronization happens based on the specific triggers you've set up. For instance, when using a trigger like 'New Task in Salesforce,' the corresponding action in Zoho CRM will occur instantaneously or on a predefined schedule as per your configuration.
Is it possible to integrate additional apps with my existing Salesforce-Zoho setup?
Certainly! Our system supports multi-step workflows where you can integrate additional applications beyond just Salesforce and Zoho CRM. This allows for complex automation scenarios involving several tools.
What should I do if I encounter issues during the integration setup?
If you experience difficulties while setting up the integration, we recommend reviewing our detailed guides on configuring triggers and actions. Our support team is also available to assist with any complex issues you may face.
