Connect Salesforce and Zoho CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Zoho CRM entries from new Salesforce records
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Salesforce + Zoho CRM
Create Salesforce leads from new Zoho CRM module entries
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Zoho CRM + Salesforce
Create Salesforce leads from new Zoho CRM leads in real-time
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Zoho CRM + Salesforce
Create or update Zoho CRM module entries for new Salesforce records
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Salesforce + Zoho CRM
Update Zoho CRM module entries when new outbound messages are sent in Salesforce
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Salesforce + Zoho CRM
Create Zoho CRM module entries from updated Salesforce records
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Salesforce + Zoho CRM

Create new Zoho CRM entries from new Salesforce records

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Salesforce + Zoho CRM

Create Salesforce leads from new Zoho CRM module entries

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Zoho CRM + Salesforce

Create Salesforce leads from new Zoho CRM leads in real-time

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Zoho CRM + Salesforce

Create or update Zoho CRM module entries for new Salesforce records

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Salesforce + Zoho CRM

Update Zoho CRM module entries when new outbound messages are sent in Salesforce

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Salesforce + Zoho CRM

Create Zoho CRM module entries from updated Salesforce records

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Salesforce + Zoho CRM

Create module entries in Zoho CRM for new Salesforce outbound messages
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Salesforce + Zoho CRM
Create or update Zoho CRM module entries from new Salesforce outbound messages
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Salesforce + Zoho CRM

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Zapier makes it easy to integrate Salesforce with Zoho CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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- Module
  Required
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

For AI agents & developers

Use Salesforce and Zoho CRM with AI agents and code

Beyond Zap workflows. Call Salesforce and Zoho CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / zoho-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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The average user takes less than 6 minutes to set up a Zap

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

Try it

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.

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Sync 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 Ops

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Learn how to automate Salesforce on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Salesforce to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Zoho

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Connect Salesforce and Zoho CRM to power AI-driven automation

Launch your first automated workflow

Create new Zoho CRM entries from new Salesforce records

Create Salesforce leads from new Zoho CRM module entries

Create Salesforce leads from new Zoho CRM leads in real-time

Create or update Zoho CRM module entries for new Salesforce records

Update Zoho CRM module entries when new outbound messages are sent in Salesforce

Create Zoho CRM module entries from updated Salesforce records

Create new Zoho CRM entries from new Salesforce records

Create Salesforce leads from new Zoho CRM module entries

Create Salesforce leads from new Zoho CRM leads in real-time

Create or update Zoho CRM module entries for new Salesforce records

Update Zoho CRM module entries when new outbound messages are sent in Salesforce

Create Zoho CRM module entries from updated Salesforce records

Create module entries in Zoho CRM for new Salesforce outbound messages

Create or update Zoho CRM module entries from new Salesforce outbound messages

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Zoho CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Salesforce and Zoho CRM

Push won deals from Salesforce to Zoho CRM

Sync updated Salesforce records to Zoho CRM

Sync new leads from Zoho CRM to Salesforce campaigns

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about Salesforce + Zoho CRM integrations

Connect Salesforce to Zoho CRM on the world's largest no-code automation platform