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Salesforce + Zoho CRM Integrations

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

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.

About Zoho CRM

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.

Zoho CRM Integrations
Zoho CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best Salesforce and Zoho CRM Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

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    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
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Connect Salesforce + Zoho CRM in easier way

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

    Triggers
  • 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.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • 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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Salesforce & Zoho CRM Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Salesforce and Zoho CRM

  • Salesforce?
  • Salesforce.com is a customer relationship management software (CRM), created by Benioff and his co-founders Parker Harris, Dave Moellenhoff, and Frank Dominguez in 1999.[1] The company's name was derived from its original product, Force.com. Salesforce is considered to be the market leader in customer relationship management. In 2006, it became the fastest company ever to reach $1 billion in annual revenue.[2] It has been ranked as one of the most innovative companies in the world for the past five years by Forbes magazine.[3] It has been a component of the NASDAQ-100 since May 2011.[4]

    Salesforce operates sales force automation software called Sales Cloud, service cloud, social and mobile cloud called Salesforce1, marketing cloud, commerce cloud, analytics cloud and media and advertising cloud. In 2015, the company launched its first artificial intelligence platform called Einstein.

    Salesforce.com is considered to be one of the most successful software companies. They have more than 100,000 customers in over 140 countries and territories, including 80 percent of the Fortune 500 companies.[5] Salesforce also has offices outside San Francisco in cities such as San Diego, Atlanta, Washington D.C., London, Paris, Chicago, Sydney, Beijing, Delhi, Tokyo and Munich.

    Almost every Big Four firm uses Salesforce in some capacity. Its main competitors are Oracle Corporation's Oracle Siebel OpenAirh.org and Microsoft's Dynamics CRM.

  • Zoho CRM?
  • Zoho is an Internet-based software company based in Chennai, India specializing in web applications offered via subscription-based online services. Zoho also develops desktop and mobile apps aimed at small businesses.[6] Zoho offers free-of-charge applications such as Zoho Writer, Zoho Sheet and Zoho ShowTime. The company also provides paid applications like Zoho CRM, Zoho Creator and Zoho Campaigns. Zoho also offers other enterprise products such as Zoho Creator for Enterprise, MailPlus for Enterprise etc.

    In September 2000, Ramanujam Sridharan started Zoho Corporation as an internet based software company in Chennai, India. After seeing the success of the products developed by Ramanujam Sridaran he decided to start selling these products directly on the Internet. This made Ramanujam Sridaran realize that there was a business opportunity in software as a service (SaaS. in India. In October 2000 he founded ZOHO Corp with a few employees working out of his basement apartment. The company began by developing web-based office tops such as word processing software and spreadsheets to help small businesses manage their work.

    In 2010, Zoho changed their brand logo from "ZOHO" to "Zoho".

    In January 2012, the company announced that they were introducing a suite of new products to meet the demands of businesses requiring enterprise level data management capabilities.[7] Zoho CRM was a significant addition to their line up fplowed by a revamped version of Zoho Creator in February 2012.[8] The next month, they introduced Project Portfpio Management(PPM. top to help companies manage multiple projects through Taskboard project tracking feature.[9][10] In April 2012 Zoho released another new product named Zoho Desk.[11]

    In 2013, Zoho acquired mobile app maker MobisleApps from RedBus founder Phanindra Sama.[12] MobisleApps was later rebranded as Zoho Mobile Apps.[13]

    The process to integrate Freshservice and Cpligso TextIn 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.