Salesforce + Zoho CRM

Salesforce + Zoho CRM integrations

Create updated Zoho CRM module entries from new Salesforce outbound messages

Effortlessly keep your contacts up-to-date between Salesforce and Zoho CRM with this seamless workflow. When a new outbound message is sent in Salesforce, this automation will update the corresponding module entry in Zoho CRM, ensuring both systems stay in sync. Save time, reduce manual data entry errors, and maintain accurate contact information across your sales and customer relationship management tools.

When this happens...
New Outbound MessageTriggers when a new outbound message is received in Salesforce.
TriggerInstant
automatically do this!
Update Module EntryUpdate existing entry in the selected module
ActionWrite

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More things you can do with Salesforce and Zoho CRM

Discover other triggers and actions you can use with Salesforce and Zoho CRM

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New Lead
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- Salesforce Objects
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- Salesforce Object
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- Salesforce Object
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- Record
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- File
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- Visibility
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- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
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- File
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- Salesforce Object
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- Description
- Attachment visibility
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Create Contact
Creates a new contact.
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Write
- File
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- Title
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- Note Title
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- Note
- Salesforce Object
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- Salesforce Object
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- Use Assignment Rules
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- Flow
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- Manual flow input parameters
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- To
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- CC
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- Subject
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- Email Format
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- Sender Type
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Action
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- 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
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- 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
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- Use Assignment Rules
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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.
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Polling
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- Module
  Required
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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.
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New User
Triggers when a new active user is added to your Zoho CRM account.
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- Module
  Required
- Entry ID
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- File name
- Attchment File
  Required
Action
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- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
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- Create a new deal
- Contact Tags
- Account Tags
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Action
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- Module
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- 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
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- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
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New Contact
Triggers when a new Contact is created.
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Polling
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- Salesforce Object
  Required
- Record (Optional)
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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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
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- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
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- 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
Try It
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
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- Module
  Required
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Instant
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- 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

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

Premium

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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)

Premium

Zoho

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Pipedrive

CRM (Customer Relationship Management)

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Zapier Forms

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Salesforce + Zoho CRM

Salesforce + Zoho CRM

Create updated Zoho CRM module entries from new Salesforce outbound messages

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