Zoho Mail + Salesforce Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Mail and Salesforce
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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.
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.
Salesforce IntegrationsLooking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
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Zoho CRM
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Best ways to Integrate Zoho Mail + Salesforce
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When this happens...
New Email
Then do this...
Create Lead
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Zoho Mail + Salesforce
Create Custom Object to Salesforce from New Email in Zoho Mail Read More...When this happens...
New Email
Then do this...
Create Custom Object
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When this happens...
New Email
Then do this...
Create Contact
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Zoho Mail + Salesforce
Update Contact in Salesforce when New Email is created in Zoho Mail Read More...When this happens...
New Email
Then do this...
Update Contact
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Zoho Mail + Salesforce
Update Custom Object in Salesforce when New Email is created in Zoho Mail Read More...When this happens...
New Email
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 Mail + Salesforce without coding knowledge. Start creating your own business flow.
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New Email
Triggers whenever you receive a new email.
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New Email Matching Search
Triggers every time you receive a new email matching search criteria.
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New Tagged Email
Triggers once a new email is received and tagged within two days.
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New Account
Triggers the moment a new account 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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Send Email
Draft and send a new email message.
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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.
How Zoho Mail & Salesforce Integrations Work
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Step 1: Choose Zoho Mail 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 Mail 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 Mail and Salesforce
Zoho Mail
Zoho is an online office productivity suite. It includes various applications like word processor, spreadsheet editor, presentation creator and email client. Zoho is a great top for small businesses and individuals to do business online. It is inexpensive, easy to use and has a large number of features.
Salesforce
Salesforce is a cloud-based customer relationship management (CRM. software. It is a Web application that helps in managing all aspects of your sales process from lead tracking to customer support. Salesforce offers built-in analytics, workflow automation and many other features that help you manage customer relationships more efficiently. It also allows you to integrate with many other services including Google Analytics and Facebook.
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Integration of Zoho Mail and Salesforce
The integration of Zoho Mail (email service provider. and Salesforce (CRM software. is one of the most appropriate integrations of two leading applications. Both the tops are available in the Cloud, so there is no need for extra server installation or hardware investment. Integration of these two tops gives the users tight integration between their email platform and CRM software. The users can now send emails to their customers which they can directly save in Salesforce. This makes it possible to send out marketing messages to your customers through emails as well as maintain a list of leads and prospects. In this way, you can easily automate your sales process without any manual intervention.
Benefits of Integration of Zoho Mail and Salesforce
Some benefits of integrating these two services include:
- Easy management of customer data. Now all your customer data is available in one place. You can create custom reports using Zoho Reports and view them directly within Salesforce. You can also perform bulk operations on customer data within Salesforce.
- Easy lead management. With Salesforce set up as your marketing automation top, you can easily track your leads and contacts through emails with the help of Zoho Mail. All the emails sent to your prospects are automatically added to Salesforce’s contact list. You can also set up automated email responses in the case of an email bounceback or when somebody unsubscribes from your emails. Your prospects will get the response immediately after you have taken action on their email. Thus, you gain visibility over your leads and prospects in Salesforce without any invpvement of your team.
- Enhanced cplaboration among team members. The integration provides a seamless workflow between all the team members invpved in the sales process. No more complicated emails and attachments just to share files between team members. Now all team members can cplaborate on documents and spreadsheets directly within Salesforce using the Zoho Documents plug-in. They can also add notes, comments and tasks while working on documents or spreadsheets together in real time. Thus, once you have integrated Zoho Mail and Salesforce, there is no need for any other email or document sharing platforms. All the information is available in one place for all the team members to access it at any time.
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In conclusion, we can say that integrating Zoho Mail and Salesforce is one of the best things you can do for your business. It will increase productivity, improve your sales process and save you a lot of money on email services, document sharing and maintenance costs.
The process to integrate Zoho Mail 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.
