How do I filter which cases are recorded in Zoho CRM?

You can specify filters based on attributes like case priority, status, or customer. DryMerge will record only the cases that match your defined criteria.

Can I decide which case details are recorded?

Yes, you can specify the particular case details to be recorded in Zoho CRM. DryMerge will ensure the selected attributes are logged appropriately.

Which people use this automation? What do they use it for?

Customer support agents and managers use this automation to keep track of customer issues consistently across both CRM platforms, enhancing their ability to resolve cases efficiently.

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Salesforce + Zoho CRM

Add Zoho CRM Records for New Salesforce Cases

Ensure consistency across your CRM platforms by recording Salesforce cases in Zoho CRM. This helps customer support teams to monitor and manage customer issues efficiently, providing a unified workaround for case management.

New Salesforce Case

Triggers when a new case is created in Salesforce.

Add Zoho Record

Creates a new record in Zoho CRM with case details.

See more Salesforce to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Update Zoho CRM Records with New Salesforce Activities

Salesforce + Zoho CRM

Create Zoho CRM Tasks for Salesforce Case Updates

Salesforce + Zoho CRM

Create Tasks in Zoho CRM for New Salesforce Opportunities

Salesforce + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Zoho CRM records for new Salesforce cases"

Add Zoho CRM records for new Salesforce cases

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Zoho CRM.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

Related apps

HubSpot

CRM Platform

Get Started with DryMerge

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