Integrate Salesforce with Zoho TeamInbox

Send information between Salesforce and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Initiate a welcome email using Zoho TeamInbox 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 TeamInbox to new companies created in Salesforce.

How it works
  1. The flow triggers when a new account is created in Salesforce.
  2. Zoho Flow sends a new email in Zoho TeamInbox.
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Initiate a welcome email using Zoho TeamInbox when a new company is created in Salesforce

Salesforce + Zoho TeamInbox

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Generate a new contact in Zoho TeamInbox each time a new contact is created in Salesforce

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Zoho TeamInbox each time a new contact is created in Salesforce.

How it works
  1. The flow triggers when a new contact is created in Salesforce.
  2. Zoho Flow creates a new contact in Zoho TeamInbox.
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Generate a new contact in Zoho TeamInbox each time a new contact is created in Salesforce

Salesforce + Zoho TeamInbox

Build your own integrations between Salesforce and Zoho TeamInbox

Connect Salesforce and Zoho TeamInbox with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesforce and Zoho TeamInbox using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity updated

Triggers when an opportunity is updated

Module entry added

Triggers when a new entry is added to the selected module

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

New inbound message

Triggers when a new inbound message is recieved

Outbound reply

Triggers when a new outbound reply message is sent

New comment

Triggers when a new comment is recieved

Inbound reply received

Triggers when a new inbound reply message is received

New outbound message

Triggers when a new outbound message is sent

All Actions - Actions are the automated tasks

Create case

Creates a new case

Create note

Creates a new note

Create campaign

Creates a new campaign

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create account

Creates a new account

Create solution

Creates a new solution

Create product

Creates a new product

Create lead

Creates a new lead

Create custom module entry

Creates a new entry in the selected module

Create task

Creates a new task

Create order

Creates a new order

Create event

Creates a new event

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update product

Updates the details of an existing product

Update campaign

Updates the details of an existing campaign

Update event

Updates the details of an existing event

Update case

Updates the details of an existing case

Update solution

Updates the details of an existing solution

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update opportunity

Updates the details of an existing opportunity

Update custom module entry

Updates the details of entry in the selected module

Update order

Updates the details of an existing order

Update contact

Updates the details of an existing contact

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 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 product

Fetches the details of an existing product by name or ID

Fetch user

Fetches the details of an existing user by email, name 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 contact

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

Fetch note

Fetches the details of an existing note by title 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 asset

Fetches the details of an existing asset by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Create contact

Creates a new contact

Send email

Sends a new email

Fetch contact by email

Fetches the details of an existing contact using email

What is Salesforce?

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

CRM Popular

What is Zoho TeamInbox?

Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.

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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

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