Salesforce and Zoho CRM integration
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 supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
Zoho CRM supported actions
Create
Create an account
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Update
Update an account
Create
Create a contact
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create a deal
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Update
Update a contact
Create
Create an invoice
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete an invoice
Get
Get an invoice
Get Many
Get many invoices
Update
Update an invoice
Create
Create a lead
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Fields
Get lead fields
Get Many
Get many leads
Update
Update a lead
Create
Create a product
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Update
Update a product
Create
Create a purchase order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a purchase order
Get
Get a purchase order
Get Many
Get many purchase orders
Update
Update a purchase order
Create
Create a quote
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a quote
Get
Get a quote
Get Many
Get many quotes
Update
Update a quote
Create
Create a sales order
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a sales order
Get
Get a sales order
Get Many
Get many sales orders
Update
Update a sales order
Create
Create a vendor
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a vendor
Get
Get a vendor
Get Many
Get many vendors
Update
Update a vendor
Salesforce and Zoho CRM integration details
Other integrations with Salesforce
Other integrations with Zoho CRM
Salesforce and Zoho CRM integration tutorials
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FAQ
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