Create integrations between Salesforce and Zoho CRM to automate any workflow

Start with Google for free

WHEN THIS HAPPENS

Updated Record

AUTOMATICALLY DO THIS

Add Tag

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly automate workflows with Salesforce and Zoho CRM using Zapier's templates.

Our most popular template

Update Salesforce records when Zoho CRM module entries are updated
Premium
Details
Try it
Create Zoho CRM module entries from updated Salesforce records
Premium
Details
Try it
Create or update Zoho CRM module entries for new Salesforce records
Premium
Details
Try it
Create Salesforce leads from new Zoho CRM module entries
Premium
Details
Try it
Create Salesforce leads from new Zoho CRM leads in real-time
Premium
Details
Try it
Update Zoho CRM module entries when new outbound messages are sent in Salesforce
Premium
Details
Try it

Update Salesforce records when Zoho CRM module entries are updated

Premium

Details

Try it

Create Zoho CRM module entries from updated Salesforce records

Premium

Details

Try it

Create or update Zoho CRM module entries for new Salesforce records

Premium

Details

Try it

Create Salesforce leads from new Zoho CRM module entries

Premium

Details

Try it

Create Salesforce leads from new Zoho CRM leads in real-time

Premium

Details

Try it

Update Zoho CRM module entries when new outbound messages are sent in Salesforce

Premium

Details

Try it

Create module entries in Zoho CRM for new Salesforce outbound messages
Premium
Details
Try it
Create or update Zoho CRM module entries from new Salesforce outbound messages
Premium
Details
Try it
Update Zoho CRM module entries when Salesforce records have updated fields
Premium
Details
Try it
Create updated Zoho CRM module entries from new Salesforce outbound messages
Premium
Details
Try it
Update Salesforce leads with campaign details when Zoho CRM module entries are updated
Premium
Details
Try it
Create new Zoho CRM entries from new Salesforce records
Premium
Details
Try it
Update Salesforce records each time Zoho CRM registers new users
Premium
Details
Try it
Create Salesforce records from new or updated Zoho CRM module entries
Premium
Details
Try it
Create new Salesforce contacts from new contacts in Zoho CRM
Premium
Details
Try it

Create module entries in Zoho CRM for new Salesforce outbound messages

Premium

Details

Try it

Create or update Zoho CRM module entries from new Salesforce outbound messages

Premium

Details

Try it

Update Zoho CRM module entries when Salesforce records have updated fields

Premium

Details

Try it

Create updated Zoho CRM module entries from new Salesforce outbound messages

Premium

Details

Try it

Update Salesforce leads with campaign details when Zoho CRM module entries are updated

Premium

Details

Try it

Create new Zoho CRM entries from new Salesforce records

Premium

Details

Try it

Update Salesforce records each time Zoho CRM registers new users

Premium

Details

Try it

Create Salesforce records from new or updated Zoho CRM module entries

Premium

Details

Try it

Create new Salesforce contacts from new contacts in Zoho CRM

Premium

Details

Try it

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Salesforce and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Welcome
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Welcome
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

Zapier’s blog goes in-depth on automating Salesforce

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Keap Max Classic

Marketing Automation

PRODUCTS

CAPABILITIES

By team

Create integrations between .css-jwlb5y[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}Salesforce and Zoho CRM to automate any workflow

Create your first workflow

Update Salesforce records when Zoho CRM module entries are updated

Create Zoho CRM module entries from updated Salesforce records

Create or update Zoho CRM module entries for new Salesforce records

Create Salesforce leads from new Zoho CRM module entries

Create Salesforce leads from new Zoho CRM leads in real-time

Update Zoho CRM module entries when new outbound messages are sent in Salesforce

Update Salesforce records when Zoho CRM module entries are updated

Create Zoho CRM module entries from updated Salesforce records

Create or update Zoho CRM module entries for new Salesforce records

Create Salesforce leads from new Zoho CRM module entries

Create Salesforce leads from new Zoho CRM leads in real-time

Update Zoho CRM module entries when new outbound messages are sent in Salesforce

Create module entries in Zoho CRM for new Salesforce outbound messages

Create or update Zoho CRM module entries from new Salesforce outbound messages

Update Zoho CRM module entries when Salesforce records have updated fields

Create updated Zoho CRM module entries from new Salesforce outbound messages

Update Salesforce leads with campaign details when Zoho CRM module entries are updated

Create new Zoho CRM entries from new Salesforce records

Update Salesforce records each time Zoho CRM registers new users

Create Salesforce records from new or updated Zoho CRM module entries

Create new Salesforce contacts from new contacts in Zoho CRM

Create module entries in Zoho CRM for new Salesforce outbound messages

Create or update Zoho CRM module entries from new Salesforce outbound messages

Update Zoho CRM module entries when Salesforce records have updated fields

Create updated Zoho CRM module entries from new Salesforce outbound messages

Update Salesforce leads with campaign details when Zoho CRM module entries are updated

Create new Zoho CRM entries from new Salesforce records

Update Salesforce records each time Zoho CRM registers new users

Create Salesforce records from new or updated Zoho CRM module entries

Create new Salesforce contacts from new contacts in Zoho CRM

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Salesforce and Zoho CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

New Contact

New Lead

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

Custom Actions (Beta)

Welcome

Find Record

Salesforce ObjectRequired

Search ValueRequired

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Create integrations between Salesforce and Zoho CRM to automate any workflow