Integrate Zoho CRM with Salesforce
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Salesforce
- No code
- No Credit Card
- Lightning Fast Setup
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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.
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Best ways to Integrate Zoho CRM + Salesforce
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When this happens...
New Contact
Then do this...
Create Lead
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Zoho CRM + Salesforce
Create Custom Object to Salesforce from New Contact in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Create Custom Object
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When this happens...
New Contact
Then do this...
Create Contact
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Zoho CRM + Salesforce
Update Contact in Salesforce when New Contact is created in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Update Contact
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Zoho CRM + Salesforce
Update Custom Object in Salesforce when New Contact is created in Zoho CRM Read More...When this happens...
New Contact
Then do this...
Update Custom Object
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Salesforce without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How Zoho CRM & Salesforce Integrations Work
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Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho CRM to Salesforce.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho CRM and Salesforce
Salesforce is a customer relationship management (CRM. system designed to manage leads and contacts, track sales, and perform analytical functions for small to large businesses. Salesforce provides a cloud computing platform with an online interface. Zoho CRM is an online Customer Relationship Management (CRM. and marketing automation software that helps companies grow their business by gaining customer insights and communicating with customers across channels.
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Integration of Zoya CRM and Salesforce
Zoho CRM has deep integration with Salesforce. Its integration allows users to create accounts, leads, and contacts in Salesforce directly from Zoho CRM, and email campaigns are also supported. Additionally, the integration also allows users to add contacts to Salesforce from Zoho CRM contacts. For each contact added in Salesforce, it creates a task for the user to lead the campaign. In this way, users can get up-to-date information about their leads, accounts, and contacts in Salesforce without having to log into Salesforce separately. All of your leads, contacts, and accounts are harnessed in one simple, easy-to-use platform.
Benefits of Integration of Zoho CRM and Salesforce
The benefits of integrating Zoho CRM and Salesforce include:
- Manage leads and contacts directly from your inbox. When you integrate Zoho CRM with Salesforce, you can manage your leads and contacts directly from your inbox. When a new lead or contact is added to Zoho CRM, it also updates the data in Salesforce automatically. This means that you never have to worry about missing a critical change or contact detail on either platform.
- Proceed faster with less manual work. When you integrate Zoho CRM with Salesforce, you can make changes to your existing accounts, leads, or contacts in Zoho CRM right from within Salesforce. You no longer need to leave Salesforce to make changes to existing accounts or contacts.
- Achieve shared visibility between teams. With integrated Zoho CRM and Salesforce, you can share your account details with multiple people within your organization. It allows complete visibility of all your accounts between different teams. The integration enables cplaboration across teams and departments.
Conclusion
Zoho CRM has integration with Salesforce which makes it very easy for the users to manage their leads and contacts. By default, the data from Zoho CRM gets updated to Salesforce every time a change is made in Zoho CRM. Thus, there is no need for the user to go through the tedious tasks of manually updating the data on both platforms.
The process to integrate Zoho CRM 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.
