Salesforce + Zoho CRM

Create new Zoho CRM entries from new Salesforce records

Easily keep your customer data up to date across your business platforms with this Salesforce to Zoho CRM workflow. Whenever a new record is created in Salesforce, a corresponding entry will be made in Zoho CRM, maintaining consistency of data in real-time. This seamless integration solves the problem of time-consuming manual data entry, ensuring accurate information is accessible in both systems.

Easily keep your customer data up to date across your business platforms with this Salesforce to Zoho CRM workflow. Whenever a new record is created in Salesforce, a corresponding entry will be made in Zoho CRM, maintaining consistency of data in real-time. This seamless integration solves the problem of time-consuming manual data entry, ensuring accurate information is accessible in both systems.

  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 Module Entry

    Creates a new entry in a module

    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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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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