Integrate Salesforce with Zoho Marketing Automation
Send information between Salesforce and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesforce and Zoho Marketing Automation using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Lead updated
Triggers when a lead is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity updated
Triggers when an opportunity is updated
Event created
Triggers when a new event is created
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Campaign updated
Triggers when a new campaign is updated
Module entry updated
Triggers when a record is updated in the selected module
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Task created
Triggers when a new task is created
Campaign added
Triggers when a new campaign is added
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Contact created
Triggers when a new contact is created
Note updated
Triggers when a note is updated
Note created
Triggers when a new note is created
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create lead
Creates a new lead
Create order
Creates a new order
Create event
Creates a new event
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create task
Creates a new task
Create case
Creates a new case
Create account
Creates a new account
Create campaign
Creates a new campaign
Create solution
Creates a new solution
Create note
Creates a new note
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
Update product
Updates the details of an existing product
Update note
Updates the details of an existing note
Update event
Updates the details of an existing event
Update opportunity
Updates the details of an existing opportunity
Update task
Updates the details of an existing task
Update solution
Updates the details of an existing solution
Update campaign
Updates the details of an existing campaign
Update lead
Updates the details of an existing lead
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Fetch account
Fetches the details of an existing account by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch case
Fetches the details of an existing case by subject or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch order
Fetches the details of an existing order by number 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 event
Fetches the details of an existing event by subject or ID
Fetch campaign
Fetches the details of an existing campaign 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 email, name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Add lead to journey
Adds the specified lead to a journey
Tag lead
Adds the specified tag to a lead
Create or update lead
Creates a new lead or updates the details of an existing lead
Create lead tag
Creates a new lead tag
Clone campaign
Clones an existing campaign
Send email campaign
Sends an existing email campaign
Add lead score
Adds lead score for the specified email address
Create list
Creates a new list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Unsubscribe lead
Removes a lead from the selected list
Untag lead
Removes the specified tag from a lead
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
What is Zoho Marketing Automation?
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
