Use Zoho Flow to integrate Salesforce with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect Salesforce with your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt Salesforce integration flows to get started
Update opportunity details in Salesforce when the details of a deal are updated in Bigin.
Use this flowCreate a new product in Bigin when a new product is added in Salesforce.
Use this flowDidn't find the Salesforce integration you are looking for? Create one yourself.
Popular integrations
Bigin
Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place. Category : CRM, Popular, Zoho
ActiveCampaign
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing. Category : Drip Emails, Popular, Email Marketing, Sales Automation, Marketing Automation
Acuity Scheduling
Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars. Category : Calendar, Popular, Bookings/ Scheduling
Agile CRM
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly. Category : CRM
Asana
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Team Collaboration, Popular, Project Management
Autopilot
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Drip Emails, Marketing Automation
BigCommerce
BigCommerce is an ecommerce platform that you can use to design and customize your online store. It provides features to set up a global store, drive traffic, convert visitors, and even analyze your business statistics. Category : Premium, Popular, E Commerce
Box
Box is a cloud storage and collaboration platform to securely store, access, and share files. You can watermark documents, control access and visibility, and organize your content using metadata. Category : Team Collaboration, Popular, Project Management, Files
Calendly
Calendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process. Category : Popular, Bookings/ Scheduling
Confluence
Confluence is team collaboration software. You can work together on projects, manage company information in the knowledge base, and track page and file versions. Category : Team Collaboration
Constant Contact
Constant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own. Category : Email Marketing, Marketing Automation
Datadog
Datadog is a monitoring and analytics tool. You can collect and analyze log data, optimize application performance, and get notified immediately about issues. Category : Server Monitoring
Delighted
Delighted lets you customize surveys and reach out to your customers through SMS or email. You can gain insights from detailed reports, collaborate with your team, and filter out automated responses for better results. Category : Reviews, Surveys
Dropbox
Dropbox is a file hosting service that lets you sync your files across devices and collaborate with your team efficiently. You can control permissions at the granular level to ensure security and privacy. Category : Popular, Files
Egnyte
Egnyte is a content collaboration tool. You can protect sensitive data, share files, and view reports with a smart dashboard. Category : Files
Eventbrite
Eventbrite is an event management tool that lets you find events nearby and create your own events. You can offer multiple ticket types, send emails to your event attendees, provide discounts, and accept payments directly on Eventbrite. Category : Popular, Event Management
Excel
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Popular, Microsoft, Spreadsheets
Formsite
Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports. Category : Forms
Formstack
Formstack is an online drag-and-drop form builder that is secure and easy to collaborate on. It comes with options for adding payment processors, conditional logic, and UTM tracking for your marketing strategy. Category : Popular, Forms
Freshdesk
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics. Category : Popular, Customer Support
Freshsales
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights. Category : CRM
Fulcrum
Fulcrum lets you design custom forms and deploy them on multiple platforms. You can collect signatures, automatically capture location, and easily visualize collected data with reports. Category : Forms
FullContact
FullContact provides identity resolution for better audience insights. This helps you provide personalized customer support, improve the quality of leads, and build better applications. Category : Contact Management
GitHub
GitHub is a developer platform that lets you manage projects and teams, follow projects, host code, and maintain documentation. The built-in tools make it easy to request review, propose changes, and manage version control. Category : Popular, Project Management, Developer Tools
Google Calendar
Google Calendar lets you schedule meetings and events and get reminders about upcoming activities. You can schedule events, invite guests, and customize your calendar to suit your needs. Category : Google, Calendar, Popular
Google Contacts
Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere. Category :
Google Drive
Google Drive is cloud storage that lets you back up your photos, videos, and files. You can scan documents, work offline, collaborate with your team, and synchronize and share your files. Category : Google, Popular, Files
Google Sheets
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Google, Popular, Spreadsheets
Google Tasks
Google Tasks is a task list manager that helps keep track of your daily to-do list and deadlines. You can create tasks, organize them into lists, and add notes and due dates. Category : Google, Popular, To Do Lists
GoToMeeting
GoToMeeting is web conferencing software that lets you schedule meetings from anywhere. You can share your desktop, brainstorm on a virtual white board, hand over controls, and even create a personal meeting room. Category : Premium, Popular, Video Calls, Event Management, Bookings/ Scheduling
GoToWebinar
GoToWebinar is an online conference and webinar tool. You can plan webinars, track channels that promoted signups, and record webinars to share online. Category : Webinars, Video Calls, Event Management
Harvest
Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time. Category : Time Tracking, Popular, Proposals & Invoices
Hub Planner
Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects. Category : Project Management
HubSpot CRM
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place. Category : CRM, Popular
iContact Pro
iContact Pro is a collaborative marketing tool. You can segment audience, check your emails for spam characteristics, and create time-based campaigns. Category : Email Marketing, Marketing Automation
Insightly
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources. Category : CRM, Popular, Project Management, Sales Automation
Jira Cloud
Jira Cloud is project management software for agile teams. With features such as backlog prioritization, issue tracking, and sprint planning, you can plan and execute your projects effectively. Category : Popular, Project Management
JotForm
JotForm is online form-building software that supports customization and collaboration. You can change styles, enable auto-fill, add metadata, and show or hide fields based on a user's response. Category : Popular, Forms
Kissflow
Kissflow is a workflow management tool that automates your business process workflows. You can install apps, define permissions for your tasks, and monitor progress of your workflows. Category : Popular, Product Management
LiveAgent
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily. Category : Customer Support
LiveChat
LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily. Category : Customer Support
Mailchimp
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Popular, Email Marketing
Meetup
Meetup is an event management platform that lets you find or create meetups and join groups according to your interests. Category : Event Management
MeisterTask
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress. Category : Team Collaboration, Project Management
Mixpanel
Mixpanel is an online tool that helps you analyze and understand user behaviour. You can track user journeys, improve retention with insights, and visualize data in different ways. Category : Popular, Ads & Analytics
Monday
Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment. Category : Popular, Project Management
PayPal
PayPal is an online payment platform that lets you shop securely, return goods, and claim refunds easily. Category : Payment Processing, Payment Processing, Popular
Pipedrive
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies. Category : CRM, Premium, Email, Sales Automation
Podio
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams. Category : Team Collaboration, Project Management, App Builder
Prospect.io
Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions. Category : CRM, Sales Automation
QuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Popular, Accounting
SendGrid
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement. Category : Transactional Emails, Email Marketing, Marketing Automation
Shopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : Popular, E Commerce
Slack
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders. Category : Team Collaboration, Popular, Team Chat
SmartSurvey
SmartSurvey is an online questionnaire and survey tool. You can create different types of surveys, build custom reports, and create word clouds to identify trends. Category : Surveys
Square
Square is payment processing software with features such as categorization of items, inventory management, and sales history. Category : Payment Processing
Stripe
Stripe provides a technical interface to process payments in your app or website. You can include trials, coupons, and your preferred payment methods. Category : Payment Processing, Premium, Proposals & Invoices, Accounting
Teamwork Projects
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently. Category : Project Management
Trello
Trello is a team collaboration platform that lets you manage all your projects. You can list your tasks on cards, organize cards into lists, organize cards using color coded labels, and subscribe to boards that you want to stay updated on. Category : Team Collaboration, Popular, Project Management
Trigger
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets. Category : Project Management
Twilio
Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system. Category : Phone / SMS, Popular
Twitter
Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. It lets you use hashtags to categorize and filter, reply to someone's tweet, and more. Category : Premium, Social Media Marketing
Typeform
Typeform is a web-based platform for building forms for collecting and sharing information. You can create forms in different languages, add calculators for pricing, hide specific fields, and even integrate your forms into other applications easily. Category : Popular, Forms
Woodpecker.co
Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks. Category : Drip Emails
Wrike
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream. Category : Team Collaboration, Popular, Project Management
Wufoo
Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites. Category : Forms
XING Events
XING Events is an event management platform. It helps you promote events, manage ticketing, and build relationships with your customers. Category : Event Management
YouCanBook.me
YouCanBook.me is an online scheduling tool for customer bookings. You can manage your team's availability, customize notifications, and get paid for bookings. Category : Bookings/ Scheduling
YouTube
YouTube is a video-sharing website where you can enjoy music and videos, upload original content, and share it with everyone. Category : Google, Video, Audio & Images
Zendesk
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers. Category : Popular, Customer Support
Zoho Books
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense. Category : Popular, Accounting, Zoho
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. Category : CRM, Popular, Sales Automation, Zoho
Outlook
Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, Email
Basecamp 3
Basecamp 3 is a project management tool that lets you manage tasks, projects, files, and ideas. You can customize your projects, view detailed reports, bookmark important messages, and make use of Clientside tools when working with clients. Category : Team Collaboration, Popular, Project Management
Hootsuite
Hootsuite is a social media management platform that allows you to schedule posts, filter social conversations by keyword, and measure performance across channels. Category : Popular, Social Media Management
Aircall
Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more. Category : Phone / SMS
Bitbucket
Bitbucket provides Git and Mercurial code management for professional teams. You can organize repositories into projects, decide branch permissions, integrate with Jira software, and store large data and rich media. Category : Team Collaboration, Premium, Popular, Project Management, Developer Tools
Campaign Monitor
Campaign Monitor is email marketing software with smart segments to personalize your emails. You can send marketing and transactional emails, use signup forms to build your audience, and create templates easily with the drag and drop interface. Category : Popular, Email Marketing
Chargebee
Chargebee is subscription billing and recurring payments software. You can personalize email notifications, generate custom reports, and include add-ons. Category : Payment Processing, Payment Processing, Popular, Subscription Management
Drift
Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site. Category : Customer Support
Expensify
Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review. Category : Premium, Popular, Accounting
GetResponse
GetResponse is an email marketing tool that lets you create landing pages, maintain updated contact lists, and analyze the activity patterns of your audience. Category : Email Marketing, Marketing Automation
Klaviyo
Klaviyo is ecommerce marketing software with realtime activity streams. You can create welcome emails based on browsing behaviour, show data blocks only to selected recipients, and segment your audience dynamically. Category : Popular, Email Marketing, Marketing Automation
Mautic
Mautic is an open-source marketing automation software that helps marketers personalize their communication and deliver the right message at the right time. Category : Marketing Automation
Microsoft Teams
Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat. Category : Team Collaboration, Popular, Microsoft, Video Calls
Office 365
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices. Category :
OneDrive
OneDrive is file management software that allows you to share folders and files, access files offline, and set expiration date for links to files you've shared. Category : Microsoft, Files
Outreach
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics. Category : CRM, Sales Automation
PagerDuty
Pagerduty is a digital operations management platform that provides reliable notifications to help detect and fix infrastructure issues. It is an extensible platform that lets you manage incidents, configure customized notifications, and enable modern incident responses. Category : Server Monitoring, Popular, ITSM
RingCentral
RingCentral is a cloud-based communication system that helps you better serve your customers with all-in-one cloud phone, video conferencing, team messaging, contact center and more. Category : Phone / SMS
GitLab
GitLab provides a powerful platform to plan projects, create and manage code, and deploy easily. You can configure your infrastructure, monitor metrics, and comply with standard requirements using the built in tools. Category : Project Management, Developer Tools
ServiceNow
ServiceNow is an IT service management platform. You can manage your problems and releases, generate customized reports, and use machine learning to route, categorize, and prioritize issues. Category : ITSM
Smartsheet
Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale. Category : Project Management, Spreadsheets
Todoist
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity. Category : To Do Lists
Webflow
Webflow is a content management system and web design tool. You can build custom sites, create interactive designs, and optimize content with easy SEO controls. Category : CMS, Websites
WordPress.com
WordPress.com is a content management system with themes and design customizations. Powerful editing and analytics help you create better content for your audiences. Category : CMS, Websites
Gmail for G Suite
Gmail for G Suite is a web-based email service which is part of G Suite bundle (paid). It provides custom email address and mailing groups with your domain, 30GB + cloud storage and more. Category : Google, Popular, Email
Salesforce supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when an opportunity is updated
Module entry added
Trigger when a new entry is added to the selected module
Product updated
Triggers when an product is updated
Lead updated
Triggers when a lead is updated
Lead created
Triggers when a new lead is created
Note updated
Triggers when a note is updated
Case created
Triggers when a new case is created
Solution updated
Triggers when an solution is updated
Order updated
Triggers when an order is updated
Opportunity added
Triggers when a new opportunity is added
Contact created
Triggers when a new contact is created
Product added
Triggers when a new product is added
Account created
Triggers when a new account is created
Module entry updated
Triggers when a record is updated in the selected module
Note created
Triggers when a new note is created
Event updated
Triggers when an event is updated
Task updated
Triggers when a task is updated
Campaign added
Triggers when a new campaign is added
Campaign updated
Triggers when a new campaign is updated
Case updated
Triggers when a case is updated
Event created
Triggers when a new event is created
Task created
Triggers when a new task is created
Order created
Triggers when a new order is created
Account updated
Triggers when an account is updated
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
All Actions - Action are the automated tasks
Create account
Creates a new account
Create note
Creates a new note
Create campaign
Creates a new campaign
Create task
Creates a new task
Create order
Creates a new order
Create lead
Creates a new lead
Create contact
Creates a new contact
Create solution
Creates a new solution
Create custom module entry
Creates a new entry in the selected module
Create opportunity
Creates a new opportunity
Create case
Creates a new case
Create event
Creates a new event
Create product
Creates a new product
Update note
Updates the details of an existing note
Update task
Updates the details of an existing task
Update event
Updates the details of an existing event
Update case
Updates the details of an existing case
Update solution
Updates the details of an existing solution
Update opportunity
Updates the details of an existing opportunity
Update campaign
Updates the details of an existing campaign
Update product
Updates the details of an existing product
Update account
Updates the details of an existing account
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Update order
Updates the details of an existing order
Update custom module entry
Updates the details of entry in the selected module
Fetch case
Fetches the details of an existing case by subject or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch account
Fetches the details of an existing account by name or ID
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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