Salesforce + Zoho CRM
Update Salesforce leads with campaign details when Zoho CRM module entries are updated
Maintain consistency between your CRM and marketing campaigns effortlessly with this Zoho CRM and Salesforce integration workflow. When a module entry is updated in Zoho CRM, the relevant lead will be added to your chosen Salesforce campaign, ensuring accurate and up-to-date information. Save time and streamline the process of managing leads across both platforms with this efficient automation.
Maintain consistency between your CRM and marketing campaigns effortlessly with this Zoho CRM and Salesforce integration workflow. When a module entry is updated in Zoho CRM, the relevant lead will be added to your chosen Salesforce campaign, ensuring accurate and up-to-date information. Save time and streamline the process of managing leads across both platforms with this efficient automation.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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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
