Can I filter which closed-won opportunities create deals?

Yes, you can filter based on opportunity attributes such as closing date, salesperson, or product line. DryMerge will convert only the relevant opportunities.

Can I customize the deal details in Zoho CRM?

Yes, you can define details such as deal value, closing date, and related products. DryMerge will create the deals with the specified attributes.

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

Sales managers and account executives use this automation to ensure both Salesforce and Zoho CRM reflect the same data, facilitating better sales tracking and reporting.

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Salesforce + Zoho CRM

Create Closed Deals in Zoho CRM for Salesforce Closed-Won Opportunities

Convert successful sales outcomes into closed deals across your CRM platforms by creating corresponding entries in Zoho CRM when an opportunity is marked closed-won in Salesforce. This helps sales teams maintain accurate deal tracking and reporting.

Closed-Won Opportunity

Triggers when an opportunity is marked as closed-won.

Create Closed Deal

Creates a closed deal in Zoho CRM.

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

or pick a common variation below

Create Tasks in Zoho CRM for New Salesforce Opportunities

Salesforce + Zoho CRM

Send Notifications to Zoho CRM for Salesforce Case Updates

Salesforce + Zoho CRM

Create Follow-Up Tasks in Zoho CRM for Overdue Salesforce Activities

Salesforce + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create closed deals in Zoho CRM for Salesforce closed-won opportunities"

Create closed deals in Zoho CRM for Salesforce closed-won opportunities

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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