Integrate Freshsales with Robly

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

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

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Robly each time 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 adds a new contact in Robly.
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Create a new contact in Robly whenever a new contact is created in Freshsales

Freshsales + Robly

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Supported triggers and actions

Integrate Freshsales and Robly 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

Contact added

Triggers when a new contact is added

Contact unsubscribed

Triggers when a contact has unsubscribed

List created

Triggers when a new list is created

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

Create contact

Adds a new contact

Create list

Creates a new list

Update full contact details

Updates the details of a contact including sub lists.

Add contact to sub list

Adds a new or existing contact to a sub list

Find contact

Searches for a contact by email address

Unsubscribe contact

Unsubscribes a contact

Remove contact from list

Removes a contact from the selected list

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 Robly?

Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.

Marketing Automation

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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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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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