Salesforce and Zoho CRM integration

Save yourself the work of writing custom integrations for Salesforce and Zoho CRM and use n8n instead. Build adaptable and scalable Sales, Communication, workflows that work with your technology stack. All within a building experience you will love.

Get Started See n8n in action

How to connect Salesforce and Zoho CRM

Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Build your own Salesforce and Zoho CRM integration

Create custom Salesforce and Zoho CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Salesforce and Zoho CRM integration details

Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Salesforce node docs + examples

Salesforce credential docs

See Salesforce integrations

Related categories

Sales Communication

Zoho CRM

Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.

Zoho CRM node docs + examples

Zoho CRM credential docs

See Zoho CRM integrations

Related categories

Communication Sales

Other integrations with Salesforce

Other integrations with Zoho CRM

Supercharge your CRM

Need a more powerful integration with your CRM? n8n lets you go beyond standard integrations offered by popular CRMs!

Automate lead management

Using too many marketing tools? n8n lets you orchestrate all your apps into one cohesive, automated workflow.

Learn more

Salesforce and Zoho CRM integration tutorials

Getting started with CRM automation: Essential guide & templates included

Discover how to streamline your sales & marketing with our CRM automation guide. Access customizable templates to jumpstart your automation process!

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi