Salesforce + Zoho CRM

Create or update Zoho CRM module entries for new Salesforce records

Effortlessly manage your leads and contacts across Salesforce and Zoho CRM with this streamlined workflow. When a new record is created in Salesforce, this automation will ensure a corresponding module entry is created or updated in Zoho CRM. Maintain consistent data between the two platforms and make sure you never miss out on crucial information, all while saving time and reducing manual data entry.

Effortlessly manage your leads and contacts across Salesforce and Zoho CRM with this streamlined workflow. When a new record is created in Salesforce, this automation will ensure a corresponding module entry is created or updated in Zoho CRM. Maintain consistent data between the two platforms and make sure you never miss out on crucial information, all while saving time and reducing manual data entry.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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