Integrate Freshsales with ActiveTrail
Send information between Freshsales and ActiveTrail automatically, without writing any code, using Zoho Flow.
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Generate a new contact in ActiveTrail each time a new contact is created in Freshsales
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in ActiveTrail each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in ActiveTrail.
Generate a new contact in ActiveTrail each time a new contact is created in Freshsales
Freshsales + ActiveTrail
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Supported triggers and actions
Integrate Freshsales and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Updated contact
Triggers when the details of an existing contact are updated
Contact added to group
Triggers when a contact is added to any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact removed from group
Triggers when a contact is removed from any group
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
Create contact
Creates a new contact
Fetch group
Fetches an existing group by name
Send SMS
Sends an SMS message to a specified number
Add contact to group
Adds a contact to the specified group
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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.
Similar apps
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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