Integrate Zoho Connect with Salesforce

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

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.

Want to explore Zoho Connect + Salesforce quick connects for faster integration? Here’s our list of the best Zoho Connect + Salesforce quick connects.

Explore quick connects

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Integration Zoho CRM
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • Zendesk Integration Zendesk
  • Capsule CRM Integration Capsule CRM
  • Alore CRM Integration Alore CRM
  • amo CRM Integration amo CRM
  • Dubsado Integration Dubsado
  • Flexie CRM Integration Flexie CRM
  • OnePageCRM Integration OnePageCRM
  • Teamgate Integration Teamgate
  • ClickUp Integration ClickUp
  • Keap Integration Keap
Connect Zoho Connect + Salesforce in easier way

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

  • Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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.

  • Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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.

How Zoho Connect & Salesforce Integrations Work

  1. Step 1: Choose Zoho Connect 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 Salesforce 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 Zoho Connect to Salesforce.

    (2 minutes)

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

Integration of Zoho Connect and Salesforce

Zoho Connect?

Zoho connect is an online set of customer relationship management business applications.

Salesforce?

Salesforce is a customer relationship management software. It is a software used by companies to manage and track their sales leads, sales, marketing, service, retention, invoicing and more through a single CRM platform. It is the most used CRM in the US.

Integration of Zoho Connect and Salesforce

Zoho connect can be integrated with Salesforce. The integration makes the two tops work together as one whpe system. It helps them to share data easily. This integration helps to capture leads and opportunities in real time. Users can also create contacts for them in Salesforce if they do not exist in Zoho. It helps to track all leads and opportunities. In Salesforce, the lead activity page will have an additional field “From Zoho” where the user can select the status of the lead from Zoho Connect. In Zoho Connect, users can send email to prospects in Salesforce from Zoho. The email will contain a link to add the prospect as a contact in Salesforce or add them to the company database (if they do not exist. Users can also customize the user interface in Salesforce using the user-defined fields in Zoho Connect. This will help to access all the information from both systems at one place. This integration allows users to download and upload leads into and out of Salesforce from Zoho Connect. They can also create a new campaign or convert a Salesforce campaign to a Zoho campaign.

Benefits of Integration of Zoho Connect and Salesforce

The integration helps them to share data easily. This integration helps to capture leads and opportunities in real time. Users can also create contacts for them in Salesforce if they do not exist in Zoho. It helps to track all leads and opportunities. In Salesforce, the lead activity page will have an additional field “From Zoho” where the user can select the status of the lead from Zoho Connect. In Zoho Connect, users can send email to prospects in Salesforce from Zoho. The email will contain a link to add the prospect as a contact in Salesforce or add them to the company database (if they do not exist. Users can also customize the user interface in Salesforce using the user-defined fields in Zoho Connect. This will help to access all the information from both systems at one place. This integration allows users to download and upload leads into and out of Salesforce from Zoho Connect. They can also create a new campaign or convert a Salesforce campaign to a Zoho campaign.

The process to integrate Zoho Connect and Salesforce 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm