Integrate Freshsales with GatewayAPI

Send information between Freshsales and GatewayAPI automatically, without writing any code, using Zoho Flow.

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Send a welcome email in GatewayAPI for a recently created contact in Freshsales

Send personalized welcome emails to every new contact in your customer relationship management platform. This flow will send a welcome email in GatewayAPI when a new contact is created in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow sends an SMS message to a specified group of recipients in GatewayAPI.
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Send a welcome email in GatewayAPI for a recently created contact in Freshsales

Freshsales + GatewayAPI

Build your own integrations between Freshsales and GatewayAPI

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Supported triggers and actions

Integrate Freshsales and GatewayAPI 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

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

Send SMS message

Sends an SMS message to a specified group of recipients

Schedule SMS message

Schedules the specified outgoing SMS messages

Fetch message

Fetch details of the specified SMS message

Fetch balance

Fetches the details of your account balance

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.

CRM

What is GatewayAPI?

GatewayAPI is an SMS gateway and services platform that lets you send, receive, and automate SMS messages.

Phone/SMS

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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