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.
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 Integrations
Zoho Mail + SalesforceCreate Custom Object to Salesforce from New Email in Zoho Mail Read More...
Zoho Mail + SalesforceUpdate Contact in Salesforce when New Email is created in Zoho Mail Read More...
Zoho Mail + SalesforceUpdate Custom Object in Salesforce when New Email is created in Zoho Mail Read More...
It's easy to connect Zoho Mail + Salesforce without coding knowledge. Start creating your own business flow.
Triggers whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Draft and send a new email message.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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 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.
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.
Some benefits of integrating these two services include:
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.