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

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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 contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New account

Triggers when a new account is created in the selected view

New lead

Triggers when a new lead is created in the selected view

All Actions - Actions are the automated tasks

Add note to lead

Adds a note to the selected lead

Create contact

Creates a new contact

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Create deal

Creates a new deal

Convert lead

Converts a lead to contact

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Fetch lead by ID

Fetches a lead by ID

Fetch contact by ID

Fetches a contact by ID

Fetch contact by email address

Fetches a contact by email

Fetch lead by email address

Fetches a 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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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