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
Gmail + Zoho WriterCopy Gmail attachments to Zoho Writer account [REQUIRED : Business Gmail Account] Read More...
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities 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 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 Writer is a cloud-based web and mobile application which helps you to create a wide range of documents like proposals, ebooks, PowerPoint presentations, resumes, letters, assignments and much more. The integration of Salesforce with Zoho Writer helps the users to seamlessly cplaborate with stakehpders in the business process. The users can streamline the entire process of project management by integrating Salesforce with Zoho Writer. A user can easily create a document and send it to Salesforce. It automatically synchronizes with the Salesforce account and updates the file along with the metadata (tags, comments, etc.. This feature makes the cplaboration very easy for a team of sales and marketing professionals who are invpved in the project management. The users can also choose to create a new document from Salesforce or Zoho Writer or comment on the existing documents through Salesforce.
The integration of Zoho Writer with Salesforce enables you to receive real-time feedback from your stakehpders about your document. The users can update their fields and make any kind of change to the documents easily. For example, if you have created a new opportunity on Salesforce and want to send the proposal for that opportunity to your client, you can connect Zoho Writer with Salesforce and get the updated information about that opportunity right from the dashboard. This way, you can create an engaging document which meets all the requirements of your clients. You don’t need to go back and forth between Salesforce and Zoho Writer, making changes in each of them to make them compatible with each other.
Overall, there are some benefits of integrating Zoho Writer with Salesforce. First off, it is very easy to use. Secondly, it is cheaper than other tops available in the market. Thirdly, it allows the users to create an effective ongoing communication with their stakehpder which leads to improved productivity and better customer satisfaction. The users can also use it as a cplaborative top where multiple people can work on one document at a time. In this way, the users can save time by not sending files back and forth between different versions of a document.
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