Salesforce

Use Zoho Flow to integrate Salesforce with 400+ 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

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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What is Salesforce?

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

Categories : CRM

Triggers

New contact

Triggers when a new contact is created

New product

Triggers when a new product is added

New solution

Triggers when a new solution is added

New note

Triggers when a new note is created

New opportunity

Triggers when a new opportunity is added

New account

Triggers when a new account is created

New order

Triggers when a new order is created

New event

Triggers when a new event is created

New case

Triggers when a new case is created

New task

Triggers when a new task is created

New campaign

Triggers when a new campaign is added

New lead

Triggers when a new lead is created

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Actions

Create task

Creates a new task

Create custom module entry

Creates a new entry in the selected module

Create event

Creates a new event

Create order

Creates a new order

Create campaign

Creates a new campaign

Create account

Creates a new account

Create case

Creates a new case

Create contact

Creates a new contact

Create lead

Creates a new lead

Create note

Creates a new note

Create product

Creates a new product

Create solution

Creates a new solution

Create opportunity

Creates a new opportunity

Update custom module entry

Updates the details of entry in the selected module

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Update solution

Updates the details of an existing solution

Update campaign

Updates the details of an existing campaign

Update case

Updates the details of an existing case

Update note

Updates the details of an existing note

Update opportunity

Updates the details of an existing opportunity

Update product

Updates the details of an existing product

Update order

Updates the details of an existing order

Update account

Updates the details of an existing account

Update event

Updates the details of an existing event

Fetch group

Fetches the details of an existing group by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch contact

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

Fetch product

Fetches the details of an existing product by name 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 contract

Fetches the details of an existing contract by number or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch company

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

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch custom module entry

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

Fetch user

Fetches the details of an existing user by name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch account

Fetches the details of an existing account by name or ID

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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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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

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.

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