Integrate Freshsales with ProWorkflow

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

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Create a new contact in ProWorkflow whenever a new contact is created in Freshsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in ProWorkflow whenever a new contact is added in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow creates a new contact in ProWorkflow.
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Create a new contact in ProWorkflow whenever a new contact is created in Freshsales

Freshsales + ProWorkflow

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Supported triggers and actions

Integrate Freshsales and ProWorkflow 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

Company created

Triggers when a new company is added

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when a new contact is added

Invoice updated

Triggers when the details of an existing invoice are edited

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is added

Message created

Triggers when a new message is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

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 invoice

Creates a new invoice

Add expense

Creates a new expense

Add contact

Creates a new contact

Add company

Creates a new company

Add project

Creates a new project

Find invoice

Fetches the details of an existing invoice

Find project

Fetches the details of an existing project

Find company

Fetches the details of an existing company by name or email address

Find contact

Fetches the details of an existing contact using username or email address

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 ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Technical Engineer, Master Liveaboards

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