Integrate Salesforce with Zoho Campaigns

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

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Add a new contact in Zoho Campaigns whenever a new contact is added in Salesforce

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Zoho Campaigns whenever a new contact is added in Salesforce.

How it works
  1. The flow triggers when a new contact is created in Salesforce.
  2. Zoho Flow adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
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Add a new contact in Zoho Campaigns whenever a new contact is added in Salesforce

Salesforce + Zoho Campaigns

Build your own integrations between Salesforce and Zoho Campaigns

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Supported triggers and actions

Integrate Salesforce and Zoho Campaigns using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Case created

Triggers when a new case is created

Contact updated

Triggers when a contact is updated

Lead created

Triggers when a new lead is created

Product added

Triggers when a new product is added

Product updated

Triggers when an product is updated

Opportunity added

Triggers when a new opportunity is added

Task updated

Triggers when a task is updated

Solution updated

Triggers when an solution is updated

Opportunity updated

Triggers when an opportunity is updated

Solution added

Triggers when a new solution is added

Lead updated

Triggers when a lead is updated

Order updated

Triggers when an order is updated

Module entry added

Triggers when a new entry is added to the selected module

Task created

Triggers when a new task is created

Module entry updated

Triggers when a record is updated in the selected module

Campaign updated

Triggers when a new campaign is updated

Order created

Triggers when a new order is created

Event created

Triggers when a new event is created

Note created

Triggers when a new note is created

Note updated

Triggers when a note is updated

Account created

Triggers when a new account is created

Case updated

Triggers when a case is updated

Contact created

Triggers when a new contact is created

Campaign added

Triggers when a new campaign is added

Account updated

Triggers when an account is updated

Event updated

Triggers when an event is updated

Contact unsubscribed from list

Triggers when a contact is unsubscribed from the selected list

Campaign created

Triggers when a new campaign is created

Campaign failed

Triggers when a campaign is paused, stopped, or cancelled

Campaign sent

Triggers when a campaign is successfully sent

Subscriber added to list

Triggers when a subscriber is added to the selected list

All Actions - Actions are the automated tasks

Create note

Creates a new note

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create event

Creates a new event

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Create lead

Creates a new lead

Create order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Update order

Updates the details of an existing order

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 custom module entry

Updates the details of entry in the selected module

Update product

Updates the details of an existing product

Update opportunity

Updates the details of an existing opportunity

Update case

Updates the details of an existing case

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update event

Updates the details of an existing event

Update campaign

Updates the details of an existing campaign

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

Fetch group

Fetches the details of an existing group by name 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 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 contract

Fetches the details of an existing contract by number or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch campaign

Fetches the details of an existing campaign by name 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 company

Fetches the details of an existing D&B company 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 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 account

Fetches the details of an existing account by name or ID

Send campaign

Sends the selected campaign

Add or update contact

Adds a contact to an existing list. Updates the details of the contact if it already exists.

Tag contact

Tags the specified contact

Create tag

Creates a new tag

Create list

Creates a list with the specified emails

Add contact to workflow

Adds a contact to the selected workflow

Add contact to list

Adds a new contact to the specified list

Clone campaign

Creates a copy of an existing campaign

Move contact to do-not-mail list

Moves the specified contact to the do-not-mail list

Associate list to campaign

Associates an existing list to the selected campaign

Untag contact

Untags the specified contact

Update list

Updates the details of an existing list

Fetch contact from list

Fetches the details of a contact by email address

Fetch contact

Fetches the details of an existing contact

Fetch campaign report

Fetches the report for the specified campaign

Unsubscribe contact

Removes the specified contact from an existing list

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 Campaigns?

Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.

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.

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Logic

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

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Custom functions

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

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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