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Salesforce

Use Zoho Flow to integrate Salesforce with 450+ 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

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Salesforce integration flows to get started

Send emails to new Salesforce leads

Use this flow

Create SmartSurvey contacts from new Salesforce contacts

Use this flow
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Didn't find the Salesforce integration you are looking for? Create one yourself.

Salesforce supports following triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created

New event

Triggers when a new event is created

Updated task

Triggers when a task is updated

New note

Triggers when a new note is created

New campaign

Triggers when a new campaign is added

New solution

Triggers when a new solution is added

New task

Triggers when a new task is created

Updated event

Triggers when an event is updated

New contact

Triggers when a new contact is created

Updated module entry

Triggers when a record is updated in the selected module

Updated account

Triggers when an account is updated

Updated contact

Triggers when a contact is updated

New order

Triggers when a new order is created

Updated lead

Triggers when a lead is updated

Updated note

Triggers when a note is updated

Updated order

Triggers when an order is updated

New product

Triggers when a new product is added

New case

Triggers when a new case is created

Updated opportunity

Triggers when an opportunity is updated

Updated solution

Triggers when an solution is updated

Updated product

Triggers when an product is updated

New account

Triggers when a new account is created

New module entry

Trigger when a new entry is added to the selected module

Updated case

Triggers when a case is updated

Updated campaign

Triggers when a new campaign is updated

New opportunity

Triggers when a new opportunity is added

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All Actions - Action are the automated tasks

Create account

Creates a new account

Create campaign

Creates a new campaign

Create custom module entry

Creates a new entry in the selected module

Create case

Creates a new case

Create order

Creates a new order

Create task

Creates a new task

Create note

Creates a new note

Create opportunity

Creates a new opportunity

Create solution

Creates a new solution

Create event

Creates a new event

Create contact

Creates a new contact

Create product

Creates a new product

Create lead

Creates a new lead

Update opportunity

Updates the details of an existing opportunity

Update campaign

Updates the details of an existing campaign

Update case

Updates the details of an existing case

Update order

Updates the details of an existing order

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Update custom module entry

Updates the details of entry in the selected module

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update solution

Updates the details of an existing solution

Update product

Updates the details of an existing product

Update account

Updates the details of an existing account

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 asset

Fetches the details of an existing asset by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch user

Fetches the details of an existing user by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

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 solution

Fetches the details of an existing solution by name or ID

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What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

Categories : CRM

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.

Access Zoho Flow

Testimonial

Derek MurashigeCIO, Western Container Sales

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

Watch Zoho Flow in action