Integrate Salesforce with 900+ apps

Create business workflows for Salesforce without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Salesforce workflows

[esc]

Create a new product in Bigin when a new product is added in Salesforce.


Manually maintaining your product catalogue is not only tedious but also prone to human error. This flow will automate the process of creating a new product in Bigin when a new product is added in Salesforce.


How it works

1. A new product is added in Saleforce.
2. Zoho Flow creates a new product in Bigin.
Use this flow
+

Create a new product in Bigin when a new product is added in Salesforce.

Salesforce + Bigin

[esc]

Send emails to new Salesforce leads

This flow sends an email to new Salesforce leads automatically.

How it works
An email is sent to Salesforce leads automatically.
Use this flow
+

Send emails to new Salesforce leads

Salesforce + Send Email

[esc]

Create SmartSurvey contacts from new Salesforce contacts

People you’ve interacted with are excellent candidates for participating in your surveys. Use this flow to create SmartSurvey contacts whenever a Salesforce contact is created.

How it works
1. A new contact is created in Salesforce.
2. Zoho Flow automatically creates a contact in SmartSurvey using the details of the newly created contact in Salesforce.
Use this flow
+

Create SmartSurvey contacts from new Salesforce contacts

Salesforce + SmartSurvey

[esc]

Update opportunity details in Salesforce when the details of a deal are updated in Bigin.


Automating the process of maintaining an updated deal or opportunity status helps you stay on top of your sales activity. This flow will update order details in Salesforce when the details of a deal are updated in Bigin.

How it works

1. The details of a deal are updated in Bigin.
2. Zoho Flow updates the details of the opportunity in Salesforce.
Use this flow
+

Update opportunity details in Salesforce when the details of a deal are updated in Bigin.

Bigin + Salesforce

Build your own Salesforce integrations

Connect Salesforce with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Salesforce workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

Opportunity updated

Triggers when an opportunity is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create event

Creates a new event

Create order

Creates a new order

Create task

Creates a new task

Create contact

Creates a new contact

Create lead

Creates a new lead

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create case

Creates a new case

Create opportunity

Creates a new opportunity

Create account

Creates a new account

Create campaign

Creates a new campaign

Create note

Creates a new note

Update opportunity

Updates the details of an existing opportunity

Update account

Updates the details of an existing account

Update product

Updates the details of an existing product

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Update custom module entry

Updates the details of entry in the selected module

Update order

Updates the details of an existing order

Update note

Updates the details of an existing note

Update event

Updates the details of an existing event

Update task

Updates the details of an existing task

Update solution

Updates the details of an existing solution

Update case

Updates the details of an existing case

Update campaign

Updates the details of an existing campaign

Fetch account

Fetches the details of an existing account by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch custom module entry

Fetches the details of an entry in the selected module 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 campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch contact

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

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

What is Salesforce?

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

Popular CRM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY