How can I filter which opportunities create deals?

Simply set filters based on opportunity attributes such as expected revenue, closing date, or sales stage. DryMerge will ensure only the pertinent opportunities are converted to deals.

Can I customize the deal details generated in Zoho CRM?

Yes, you can customize deal attributes like deal value, closing date, and related contacts. DryMerge will ensure the created deals reflect your specified details.

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

Sales executives and account managers use this automation to maintain a seamless sales tracking process, ensuring both Salesforce and Zoho CRM represent the same deal pipeline.

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Salesforce + Zoho CRM

Create Zoho CRM Deals from Salesforce Opportunities

This automation bridges your sales process across Salesforce and Zoho CRM by creating deals in Zoho CRM for every new opportunity in Salesforce. This helps your sales team track and manage deals seamlessly within either platform.

New Salesforce Opportunity

Triggers when a new opportunity is created in Salesforce.

Create Zoho Deal

Creates a corresponding 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 Zoho CRM Tasks for Salesforce Case Updates

Salesforce + Zoho CRM

Notify Zoho CRM Team of New Salesforce Opportunities

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, "Create Zoho CRM deals from Salesforce opportunities"

Create Zoho CRM deals from Salesforce 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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