How can I filter which leads get synced?

DryMerge allows you to set filters based on lead attributes like source, industry, or potential deal size. Specify the criteria and only the matching leads will be synced.

Can I customize the information mapped between Salesforce and Zoho CRM?

Yes, you can customize which lead fields are mapped from Salesforce to Zoho CRM. Simply specify the mapping details, and DryMerge will handle the rest.

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

This automation is used by sales teams and CRM administrators to ensure data consistency across multiple CRM platforms, improving data accessibility and coordination.

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Salesforce + Zoho CRM

Sync New Leads from Salesforce to Zoho CRM

This automation keeps your lead databases synchronized across Salesforce and Zoho CRM. Whenever you generate a new lead in Salesforce, it will automatically be added to Zoho CRM ensuring consistency across your CRM tools. This is particularly useful for sales teams working with multiple CRM systems.

New Salesforce Lead

Triggers when a new lead is created in Salesforce.

Add Lead in Zoho

Creates a new lead in Zoho CRM with the details.

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

or pick a common variation below

Create Zoho CRM Deals from Salesforce Opportunities

Salesforce + Zoho CRM

Update Zoho CRM Contacts When Salesforce Records Change

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, "Sync new leads from Salesforce to Zoho CRM"

Sync new leads from Salesforce to Zoho CRM

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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