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Salesforce

Use Zoho Flow to integrate Salesforce with 500+ 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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Popular integrations

  • SmartSurvey

    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
  • ActiveCampaign

    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 : Email Newsletters, Sales Automation, Drip Emails, Popular, Marketing Automation
  • Acuity Scheduling

    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, Scheduling, Popular
  • Agile CRM

    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

    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 : Project Management, Popular, Team Collaboration
  • Autopilot

    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
  • Basecamp 3

    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 : Project Management, Popular, Team Collaboration
  • BigCommerce

    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 : Ecommerce, Popular, Premium
  • Box

    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 : Project Management, Popular, Team Collaboration, Files
  • Calendly

    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 : Calendar, Scheduling, Popular, Premium
  • Confluence

    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

    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 Newsletters, Marketing Automation
  • Datadog

    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

    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 : Customer Appreciation, Surveys
  • Dropbox

    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

    Egnyte is a content collaboration tool. You can protect sensitive data, share files, and view reports with a smart dashboard. Category : Files
  • Eventbrite

    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 : Event Management, Popular
  • Excel

    Excel

    Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Spreadsheets, Popular, Microsoft
  • Formsite

    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

    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 : Forms
  • Freshdesk

    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 : Customer Support, Popular
  • Freshsales

    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

    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

    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 : Contacts
  • GitHub

    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 : Project Management, Developer Tools, Popular
  • Google Calendar

    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 : Calendar, Popular, Google
  • Google Contacts

    Google Contacts

    Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere. Category : Contacts, Popular, Google
  • Google Drive

    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 : Popular, Files, Google
  • Google Sheets

    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 : Spreadsheets, Popular, Google
  • Google Tasks

    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 : To-do Lists, Popular, Google
  • GoToMeeting

    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 : Event Management, Scheduling, Popular, Video Calls, Premium
  • GoToWebinar

    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
  • Harvest

    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 : Proposals & Invoices, Popular, Time Tracking
  • Highrise

    Highrise

    Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads. Category : CRM
  • Hub Planner

    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

    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 :
  • iContact Pro

    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 Newsletters, Marketing Automation
  • Insightly

    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 : Project Management, Sales Automation, Popular, CRM
  • Jira Cloud

    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 : Project Management, Popular
  • JotForm

    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 : Forms, Popular
  • Kissflow

    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 : Product Management, Popular
  • LiveAgent

    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

    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 :
  • Mailchimp

    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 :
  • Mavenlink

    Mavenlink

    Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB. Category : Project Management, Team Collaboration
  • Meetup

    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

    MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress. Category : Project Management, Team Collaboration
  • Mixpanel

    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 : Ads & Analytics, Popular
  • Monday

    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 : Project Management, Popular, Team Collaboration
  • PayPal

    PayPal

    PayPal is an online payment platform that lets you shop securely, return goods, and claim refunds easily. Category : Payment Processing
  • Pipedrive

    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 : Sales Automation, CRM, Email, Premium
  • Podio

    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 : Project Management, App Builder, Team Collaboration
  • Prospect.io

    Prospect.io

    Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions. Category : Sales Automation, CRM
  • QuickBooks

    QuickBooks

    Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Accounting
  • Samanage

    Samanage

    Samanage is a customer support platform that helps you manage your incidents, problems, changes, and releases. You can generate reports, track your team's productivity with dashboards, and compare yourself with industry benchmarks. Category : ITSM, Customer Support
  • SendGrid

    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 : Email Newsletters, Transactional Emails, Marketing Automation
  • Shopify

    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 : Ecommerce, Premium
  • Slack

    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, Team Chat
  • Square

    Square

    Square is payment processing software with features such as categorization of items, inventory management, and sales history. Category : Payment Processing
  • Stripe

    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 : Proposals & Invoices, Accounting, Payment Processing, Premium
  • Teamwork Projects

    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
  • Toggl

    Toggl

    Toggl is a time-tracking system that helps you manage teams and projects. You can generate reports, turn them into emails and PDFs, and use offline mode to track time when there is no network connectivity. Category : Time Tracking
  • Trello

    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 : Project Management, Team Collaboration
  • Trigger

    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

    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
  • Twitter

    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 : Social Media
  • Typeform

    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 : Forms
  • Woodpecker.co

    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

    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 : Project Management, Team Collaboration, Premium
  • Wufoo

    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

    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

    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 : Scheduling
  • YouTube

    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

    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 : Customer Support
  • Zoho Books

    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 : Zoho, Accounting
  • Zoho CRM

    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 : Zoho, Sales Automation, CRM
  • Outlook

    Outlook

    Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, Email
  • Hootsuite

    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

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

Load More

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

Load More

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

Louis Castellano CEO, Lakeside CNC Group

“Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more

Watch Zoho Flow in action