Integrate Formsite with Freshsales
Send information between Formsite and Freshsales automatically, without writing any code, using Zoho Flow.
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Add a new contact in Freshsales for each new form submission received via Formsite
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Freshsales using the form inputs received in Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in Freshsales.
Add a new contact in Freshsales for each new form submission received via Formsite
Formsite + Freshsales
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Supported triggers and actions
Integrate Formsite and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Create contact
Creates a new contact
Create lead
Creates a new lead
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing lead by email
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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Custom functions
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