Salesforce + Zoho CRM
Update Salesforce records when Zoho CRM module entries are updated
Keep your Salesforce records up to date whenever there's a change in Zoho CRM with this automation. Once set up, this workflow triggers when a module entry is updated in Zoho CRM and instantly updates the corresponding record in Salesforce. Save time and effort while maintaining accurate and consistent data across both platforms.
Keep your Salesforce records up to date whenever there's a change in Zoho CRM with this automation. Once set up, this workflow triggers when a module entry is updated in Zoho CRM and instantly updates the corresponding record in Salesforce. Save time and effort while maintaining accurate and consistent data across both platforms.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
