Can I filter updates that trigger task creation?

Yes, you can filter updates based on specific criteria such as case status, priority, or type. Only updates that meet your criteria will create tasks in Zoho CRM.

Can I customize the task details?

Absolutely, you can define the task details like priority, deadlines, and assigned user. DryMerge will create the tasks with the specified details.

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

Customer support representatives and managers use this to ensure timely follow-ups and efficient issue resolution by tracking important case updates through tasks in Zoho CRM.

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Salesforce + Zoho CRM

Create Zoho CRM Tasks for Salesforce Case Updates

Stay updated on critical developments by tracking Salesforce case updates as tasks in Zoho CRM. This automation helps customer support teams stay focused on resolving issues promptly and keeping their task lists organized.

Salesforce Case Update

Triggers when a case is updated in Salesforce.

Create Zoho Task

Creates a task in Zoho CRM.

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

or pick a common variation below

Send Notifications to Zoho CRM for Salesforce Case Updates

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Create Zoho CRM Deals from Salesforce Opportunities

Salesforce + Zoho CRM

Update Zoho CRM with New Salesforce Leads

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 tasks for Salesforce case updates"

Create Zoho CRM tasks for Salesforce case updates

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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