Integrate Salesforce with Zoho Creator

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Zoho Creator

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Zoho Creator

Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.

Zoho Creator Integrations

Best Salesforce and Zoho Creator Integrations

  • Salesforce Integration Zoho Creator Integration

    Salesforce + Zoho Creator

    Create Record to Zoho Creator from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zoho Creator Integration Create Record
  • Salesforce Integration Zoho Creator Integration

    Salesforce + Zoho Creator

    Download File in Zoho Creator when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zoho Creator Integration Download File
  • Salesforce Integration Zoho Creator Integration

    Salesforce + Zoho Creator

    Create Record to Zoho Creator from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Zoho Creator Integration Create Record
  • Salesforce Integration Zoho Creator Integration

    Salesforce + Zoho Creator

    Download File in Zoho Creator when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Zoho Creator Integration Download File
  • Salesforce Integration Zoho Creator Integration

    Salesforce + Zoho Creator

    Create Record to Zoho Creator from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    Zoho Creator Integration Create Record
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Zoho Creator in easier way

It's easy to connect Salesforce + Zoho Creator without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

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

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

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

  • New Record

    Triggers when a new record is added to a certain application and form.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Zoho Creator Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Creator as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Zoho Creator.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Zoho Creator

Salesforce is the world’s leading customer relationship management (CRM. cloud platform. It is used by small, medium and large companies for customer resource management (CRM. and other functions. The company was founded by Marc Benioff in 1999. Benioff is the chairman and CEO of Salesforce.com.

Zoho Creator is a cloud-based application creator for creating business applications such as CRM, ERP, ecommerce, HRMS, and more. It provides online drag and drop interface for creating web services, mobile applications, and desktop applications. It also provides access to all the required tops and APIs to create these applications. It has a wide range of services including CRM, HRMS, and content management. The Zoho Creator service supports the development of various types of applications, such as CRM, ecommerce, HRMS, CMS and more. Zoho Creator is developed by Zoho Corporation.

  • Integration of Salesforce with Zoho Creator
  • Salesforce with Zoho Creator can be integrated in two ways:

    • You can integrate Salesforce with Zoho Creator with the help of the Salesforce connector with Zoho Creator. This integration is particularly useful if you want to use Salesforce data and reports in Zoho Creator.
    • Zoho Creator with Salesforce can be integrated using Apex code. You can also integrate these two with the help of the SOAP API that runs on the Custom Web Service. It runs on HTTP requests and uses XML as the input and output format.

  • Benefits of Integration of Salesforce with Zoho Creator
  • Salesforce with Zoho Creator integration has the fplowing benefits:

    • Data from Salesforce can be imported into Zoho Creator. It can be done without any data loss due to the strong connectors between these two platforms.
    • Data from Salesforce can be exported to other platforms such as CSV or Excel files. This can be done using macros.
    • Reports from Salesforce can be customized to suit your requirements. These customizations can be done without any technical expertise due to the easy drag and drop features available in Zoho Creator. You can view Salesforce reports on your mobile device as well as on your desktop computer due to this feature.
    • You can create dashboards from Salesforce reports to show them on the walls of your office. This is done by dragging and dropping report components on a dashboard. You can create a dashboard using a number of report components that are available in Zoho Creator. You can use charts, tables, lists, gauges, maps, etc., on a dashboard. Each report component has its own set of parameters that can be customized to create a dashboard. You can also add interactive widgets to make it more attractive to view. You can create multiple dashboards for different departments within your organization. The Salesforce data can be viewed in real time due to this integration.

    This article has discussed Salesforce with Zoho Creator integration in detail in order to give you an idea about how you can integrate these two platforms for effective business management.

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.