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Zoho Connect + Salesforce Integrations

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

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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 Zoho Connect and Salesforce Integrations

  • Zoho Connect Trello

    Zoho Connect + Trello

    Create Trello cards for new Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Trello Create Card
    Ensure that your staff is always aware of what they need to work on next, from simple to difficult jobs. When new tasks are added to Zoho Connect, this interface automatically creates Trello cards, keeping everyone focused on the finish line.
    How This Zoho Connect – Trello Integration Works
    • A new task is created on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zendesk

    Zoho Connect + Zendesk

    Create Zendesk tickets for new Zoho Connect mentions Read More...
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Zendesk Create Ticket
    Using the Zendesk-Zoho Connect integration, you can quickly resolve concerns. When someone @mentions you in Zoho Connect, new tickets are automatically created in Zendesk, allowing you to get right to work and provide excellent service.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Cliq

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Cliq Send Channel Message
    Automatically notify your team of new tasks added in Zoho Connect, by posting it in a channel of your choice in Zoho Cliq. This keeps everyone in the loop and you don't have to update them yourself.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Connect

    MeisterTask + Zoho Connect

    Create tasks in Zoho Connect for new MeisterTask tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Connect Create Task in Board
    There are many ways to create tasks in Zoho Connect for new tasks created in MeisterTask. One way is to use the Appy Pie Connect integration between MeisterTask and Zoho Connect. This integration allows you to create tasks in Zoho Connect tasks for MeisterTask tasks. Once enabled, any new Tasks assignment created in MeisterTask will trigger a new task in Zoho Connect.
    How It Works
    • You have a new task in MeisterTask
    • Appy Pie Connect create new task in MeisterTask.
    What You Need
    • MeisterTask account
    • Zoho Connect account
  • Zoho Connect Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Zoho Connect 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
  • Zoho Connect Google Calendar

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

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

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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 Connect & Salesforce Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho Connect and Salesforce

Zoho Connect?

Zoho connect is an online set of customer relationship management business applications.

Salesforce?

Salesforce is a customer relationship management software. It is a software used by companies to manage and track their sales leads, sales, marketing, service, retention, invoicing and more through a single CRM platform. It is the most used CRM in the US.

Integration of Zoho Connect and Salesforce

Zoho connect can be integrated with Salesforce. The integration makes the two tops work together as one whpe system. It helps them to share data easily. This integration helps to capture leads and opportunities in real time. Users can also create contacts for them in Salesforce if they do not exist in Zoho. It helps to track all leads and opportunities. In Salesforce, the lead activity page will have an additional field “From Zoho” where the user can select the status of the lead from Zoho Connect. In Zoho Connect, users can send email to prospects in Salesforce from Zoho. The email will contain a link to add the prospect as a contact in Salesforce or add them to the company database (if they do not exist. Users can also customize the user interface in Salesforce using the user-defined fields in Zoho Connect. This will help to access all the information from both systems at one place. This integration allows users to download and upload leads into and out of Salesforce from Zoho Connect. They can also create a new campaign or convert a Salesforce campaign to a Zoho campaign.

Benefits of Integration of Zoho Connect and Salesforce

The integration helps them to share data easily. This integration helps to capture leads and opportunities in real time. Users can also create contacts for them in Salesforce if they do not exist in Zoho. It helps to track all leads and opportunities. In Salesforce, the lead activity page will have an additional field “From Zoho” where the user can select the status of the lead from Zoho Connect. In Zoho Connect, users can send email to prospects in Salesforce from Zoho. The email will contain a link to add the prospect as a contact in Salesforce or add them to the company database (if they do not exist. Users can also customize the user interface in Salesforce using the user-defined fields in Zoho Connect. This will help to access all the information from both systems at one place. This integration allows users to download and upload leads into and out of Salesforce from Zoho Connect. They can also create a new campaign or convert a Salesforce campaign to a Zoho campaign.

The process to integrate Zoho Connect 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.