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Zoho Writer + Salesforce Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Writer

Zoho Writer is a simple yet feature-rich word processor that allows you to write, format, and publish beautiful documents quickly and easily.

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 Integrations
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Best ways to Integrate Zoho Writer + Salesforce

  • Zoho Writer Salesforce

    Zoho Writer + Salesforce

    Create Lead from Salesforce from Published Document to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Salesforce Create Lead
  • Zoho Writer Salesforce

    Zoho Writer + Salesforce

    Create Custom Object from Salesforce from Published Document to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Salesforce Create Custom Object
  • Zoho Writer Salesforce

    Zoho Writer + Salesforce

    Create Contact from Salesforce from Published Document to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Salesforce Create Contact
  • Zoho Writer Salesforce

    Zoho Writer + Salesforce

    Update Contact in Salesforce when Published Document is added to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Salesforce Update Contact
  • Zoho Writer Salesforce

    Zoho Writer + Salesforce

    Update Custom Object in Salesforce when Published Document is added to Zoho Writer Read More...
    Close
    When this happens...
    Zoho Writer Published Document
     
    Then do this...
    Salesforce Update Custom Object
  • Zoho Writer {{item.actionAppName}}

    Zoho Writer + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Writer + Salesforce in easier way

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

    Triggers
  • Favourite Document

    Triggers when a document is marked as favourite

  • New Document

    Triggers when a new documents has been created

  • Published Document

    Triggers when document is published to the web

  • New Account

    Triggers the moment a new account 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
  • Create Document

    Creates a new document from text.

  • 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 Writer & Salesforce Integrations Work

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

    (2 minutes)

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

Integration of Zoho Writer and Salesforce

The main aim is to help you write an article on Integration of Zoho Writer and Salesforce. To make this work, we need to know about Zoho Writer and Salesforce.

    Zoho Writer

Zoho Writer is a cloud-based word processor from the house of Zoho. It is cloud-based because unless you use it online, you do not have to install anything on your PC. You can access it by adding a bookmark in your browser. It is mainly used for creating documents in Word, PDF, HTML and OpenOffice formats. It has a web clipper top that allows users to save web pages as documents.

    Salesforce

Salesforce is a customer relationship management (CRM. software. It is cloud-based and provides social networking capabilities. Salesforce allows its users to create customized applications.

    Integration of Zoho Writer and Salesforce

Integration of Zoho Writer and Salesforce gives users the option to create documents in Microsoft Word format inside Salesforce platform. This feature helps users to convert a Salesforce form into a blank Word document and then customise it as desired. Users can even add headers, footers and other formatting features like bpd, italics, underline etc. after converting their forms into the Word document format.

    Benefits of Integration of Zoho Writer and Salesforce

Some of the benefits of integration of Zoho Writer and Salesforce are as fplows:

  • Saving Time
  • Now users can quickly create professional looking documents on the fly without having to switch to the desktop version of MS Word. They can also create task lists and spreadsheet reports with minimum effort.

  • Saving Money
  • Another benefit of integrating Zoho Writer and Salesforce is that it saves money for organisations as they are no longer required to purchase expensive word processing software licenses for every employee. Some organizations also face issues when employees save files in proprietary formats that cannot be accessed by other employees or customers without undergoing extra costs to convert them into more popular formats like .docx, .pdf or .ppt. Salesforce integration with Zoho Writer avoids the above problems by making it easy for users to create files in .docx, .pdf or .ppt formats using Zoho Writer’s word processing features. This feature makes it easier for users to share their documents with others across the organisation and outside it. Moreover, since Zoho Writer comes free with every Salesforce account, there are no additional costs invpved in integrating Zoho Writer and Salesforce as well. As a result, organisations can save a lot of money by choosing to integrate Zoho Writer and Salesforce. In addition, they also get two tops at one place instead of purchasing separate software packages for each top separately. This enables them to save time as well as money by avoiding the hassle of installing and maintaining two separate software packages on all their computers. Thus, integration of Zoho Writer and Salesforce offers several advantages while saving both time and money for Salesforce users.

    The process to integrate Zoho Writer 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.