Integrate Salesforce with Zoho Mail

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

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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 Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

Zoho Mail Integrations
Zoho Mail Alternatives

Looking for the Zoho Mail Alternatives? Here is the list of top Zoho Mail Alternatives

  • Gmail Integration Gmail
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Best Salesforce and Zoho Mail Integrations

  • Salesforce Integration Zoho Mail Integration

    Salesforce + Zoho Mail

    Send Email in Zoho Mail when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Zoho Mail Integration Send Email
  • Salesforce Integration Zoho Mail Integration

    Salesforce + Zoho Mail

    Send Email in Zoho Mail when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Zoho Mail Integration Send Email
  • Salesforce Integration Zoho Mail Integration

    Salesforce + Zoho Mail

    Send Email in Zoho Mail when New Opportunity is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    Zoho Mail Integration Send Email
  • Salesforce Integration Zoho Mail Integration

    Salesforce + Zoho Mail

    Send Email in Zoho Mail when New Case is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Case
     
    Then do this...
    Zoho Mail Integration Send Email
  • Salesforce Integration Zoho Mail Integration

    Salesforce + Zoho Mail

    Send Email in Zoho Mail when New Account is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Account
     
    Then do this...
    Zoho Mail Integration Send Email
  • 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 Mail in easier way

It's easy to connect Salesforce + Zoho Mail 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 Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    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.

  • Send Email

    Draft and send a new email message.

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

How Salesforce & Zoho Mail 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 Mail 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 Mail.

    (2 minutes)

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

Integration of Salesforce and Zoho Mail

Salesforce?

Salesforce is a customer relationship management top used for managing and tracking sales and marketing operations. This software is also used for automating the sales process, which leads to a more efficient process for businesses and their customers. It helps in the creation of a single view of your customers, making every customer interaction valuable.

Zoho Mail?

Zoho Mail is a web-based email hosting service that provides an email platform with features such as spam filtering, anti-virus protection, auto-reply on vacation, calendar information, and personalization of emails. The Zoho mail platform allows users to access their emails from different devices, including smartphones and tablets.

Integration of Salesforce and Zoho Mail

The integration between Salesforce and Zoho Mail allows both the applications to share customer data. This integration enables a single view of the customers. Both platforms provide the option of creating an event in Salesforce from an email. This feature provides the user with the option of creating a ticket or lead in Salesforce from an email. This integration allows one to view all the emails sent out by the company in Salesforce without having to open up individual emails. When there is a new order in Salesforce, it automatically gets added to the CRM system. One can create all the relevant notes associated with that particular order in Salesforce from Zoho mail. The email thread will be visible in Salesforce and in Zoho mail, allowing users to quickly respond to client queries.

Benefits of Integration of Salesforce and Zoho Mail

Saves time. The integration saves time by allowing users to create events or leads from emails. It also allows users to view all emails sent out by the company within Salesive. When there are new orders, one can create all the relevant information about it from within Zoho mail.

The integration saves time by allowing users to create events or leads from emails. It also allows users to view all emails sent out by the company within Salesive. When there are new orders, one can create all the relevant information about it from within Zoho mail. Saves money. Integration saves money by enabling users to share data between two systems without having to hire a third party for integration. It also helps you save money on third party sputions as you do not have to pay for integrations separately.

Integration saves money by enabling users to share data between two systems without having to hire a third party for integration. It also helps you save money on third party sputions as you do not have to pay for integrations separately. Improves sales productivity. Integration increases sales productivity by allowing users to create events or leads from an email within Salesforce. It also allows them to create notes associated with sales leads/events within the same application instead of switching between applications manually.

The process to integrate Salesforce and Zoho Mail 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.