Zoho Writer is a simple yet feature-rich word processor that allows you to write, format, and publish beautiful documents quickly and easily.
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 Writer + SalesforceCreate Lead from Salesforce from Published Document to Zoho Writer Read More...
Zoho Writer + SalesforceCreate Custom Object from Salesforce from Published Document to Zoho Writer Read More...
Zoho Writer + SalesforceCreate Contact from Salesforce from Published Document to Zoho Writer Read More...
Zoho Writer + SalesforceUpdate Contact in Salesforce when Published Document is added to Zoho Writer Read More...
Zoho Writer + SalesforceUpdate Custom Object in Salesforce when Published Document is added to Zoho Writer Read More...
It's easy to connect Zoho Writer + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a document is marked as favourite
Triggers when a new documents has been created
Triggers when document is published to the web
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.
Creates a new document from text.
Create a new attachment (max 25 mb)
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.
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 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 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 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.
Some of the benefits of integration of Zoho Writer and Salesforce are as fplows:
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.
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.