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
  1. The flow triggers when a new account is created in Salesforce.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Initiate a welcome email using Zoho Mail when a new company is created in Salesforce

Salesforce + Zoho Mail

Build your own integrations between Salesforce and 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

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

Email matching search received

Triggers when a new email matching the given conditions is received

Email received

Triggers when a new email is received

Email received from particular sender

Triggers when a new email is received from the specified email address

Email tagged

Triggers when an email is tagged.

Email sent

Triggers when an email is sent

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

Create permalink

Creates a permalink for a specific message by ID

Create draft

Creates a new email and stores it in the draft folder

Create task

Creates a new task

Create note

Creates a new personal note or a group note

Add user to organization

Adds a new user to an existing organization

Send email

Creates and sends a new email

Create folder

Creates a new folder

Add member to group

Adds a new member to an existing organization

Move email to folder

Moves an email to the selected folder

Apply tag on email

Applies a tag on the selected email by message ID

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

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 Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

Build comprehensive workflows using

Webhook triggers

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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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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

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