Integrate Freshsales with Agile CRM
Send information between Freshsales and Agile CRM automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Agile CRM each time a new contact is created in Freshsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Agile CRM whenever a new contact is added 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 Agile CRM.
Generate a new contact in Agile CRM each time a new contact is created in Freshsales
Freshsales + Agile CRM
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Supported triggers and actions
Integrate Freshsales and Agile CRM 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
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 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
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 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 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.
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
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Technical Engineer, Master Liveaboards
