Integrate Freshdesk with Agile CRM
Send information between Freshdesk and Agile CRM automatically, without writing any code, using Zoho Flow.
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Add a new contact in Agile CRM whenever a new contact is added in Freshdesk
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Agile CRM each time a new contact is created in Freshdesk.
How it works
- The flow triggers when a new contact is created in Freshdesk.
- Zoho Flow creates a new contact in Agile CRM.
Add a new contact in Agile CRM whenever a new contact is added in Freshdesk
Freshdesk + Agile CRM
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Supported triggers and actions
Integrate Freshdesk and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket updated
Triggers when the details of an existing ticket are updated
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Ticket created
Triggers when a new ticket is created
Ticket note added
Triggers when a note is added to the selected ticket
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create forum
Creates a new forum in the selected category
Create group
Creates a new group
Create contact
Creates a new contact
Create forum category
Creates a new forum category
Create ticket
Creates a new ticket
Create company
Creates a new company
Add notes to ticket
Adds private or public notes to the selected ticket
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update ticket
Updates the details of an existing ticket
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch group by ID
Fetches the details of an existing group by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch company
Fetches the details of an existing company by domain
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
What is Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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