Integrate Zoho CRM with Salesforce
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Supported triggers and actions
Integrate Zoho CRM and Salesforce using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New user
Triggers when a new user is created
New note
Triggers when a new note is added
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Order updated
Triggers when an order is updated
Module entry added
Trigger when a new entry is added to the selected module
Note created
Triggers when a new note is created
Note updated
Triggers when a note is updated
Account created
Triggers when a new account is created
Case updated
Triggers when a case is updated
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Task created
Triggers when a new task is created
Module entry updated
Triggers when a record is updated in the selected module
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
Campaign added
Triggers when a new campaign is added
Account updated
Triggers when an account is updated
Event updated
Triggers when an event is updated
All Actions - Actions are the automated tasks
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Update module entry
Updates the specified module entry
Add tags
Adds tags to the specified record
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create event
Creates a new event
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update product
Updates the details of an existing product
Update note
Updates the details of an existing note
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update lead
Updates the details of an existing lead
Fetch order
Fetches the details of an existing order by number or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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