Integrate Salesforce with Zoho Mail
Send information between Salesforce and Zoho Mail automatically, without writing any code, using Zoho Flow.
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Initiate a welcome email using Zoho Mail when a new company is created in Salesforce
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Zoho Mail to new companies created in Salesforce.
How it works
- The flow triggers when a new account is created in Salesforce.
- Zoho Flow creates and sends a new email in Zoho Mail.
Initiate a welcome email using Zoho Mail when a new company is created in Salesforce
Salesforce + Zoho Mail
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Supported triggers and actions
Integrate Salesforce and Zoho Mail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
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
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Case updated
Triggers when a case is updated
Email sent
Triggers when an email is sent
Email tagged
Triggers when an email is tagged.
Email received
Triggers when a new email is received
Email matching search received
Triggers when a new email matching the given conditions is received
Email received from particular sender
Triggers when a new email is received from the specified email address
All Actions - Actions are the automated tasks
Create solution
Creates a new solution
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create campaign
Creates a new campaign
Create case
Creates a new case
Create note
Creates a new note
Create account
Creates a new account
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
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
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 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
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 account
Fetches the details of an existing account by name or ID
Fetch case
Fetches the details of an existing case by subject 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
Create draft
Creates a new email and stores it in the draft folder
Send email
Creates and sends a new email
Add user to organization
Adds a new user to an existing organization
Create permalink
Creates a permalink for a specific message by ID
Create note
Creates a new personal note or a group note
Create folder
Creates a new folder
Create task
Creates a new task
Apply tag on email
Applies a tag on the selected email by message ID
Move email to folder
Moves an email to the selected folder
Add member to group
Adds a new member to an existing organization
Update permalink
Updates the details of an existing permalink by message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Remove permalink
Removes the specified permalink
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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. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
