Integrate Freshdesk with Upsales
Send information between Freshdesk and Upsales automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Upsales each time a new contact is created 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 Upsales 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 Upsales.
Create a new contact is in Upsales each time a new contact is created in Freshdesk
Freshdesk + Upsales
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Supported triggers and actions
Integrate Freshdesk and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket note added
Triggers when a note is added to the selected ticket
Ticket created
Triggers when a new ticket is created
Contact updated
Triggers when the details of an existing contact are updated
Ticket updated
Triggers when the details of an existing ticket are updated
Contact created
Triggers when a new contact is created
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create forum
Creates a new forum in the selected category
Create group
Creates a new group
Create company
Creates a new company
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum category
Creates a new forum category
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch group by ID
Fetches the details of an existing group by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch company
Fetches the details of an existing company by domain
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Create product
Creates a new product
Create company
Creates a new company
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
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 Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
