Integrate Freshsales with SignalWire

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

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

Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in SignalWire 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 sends a text message in SignalWire.
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Send a welcome email in SignalWire for a recently created contact in Freshsales

Freshsales + SignalWire

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Supported triggers and actions

Integrate Freshsales and SignalWire 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

Text message received

Triggers when a new text message is received

Phone call created

Triggers when a new phone call 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

Send text message

Sends a text message

Make call

Makes a phone call

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 SignalWire?

SignalWire is a cloud communication platform that provides voice, messaging, and video services. It lets you automate SMS marketing, interactive voice responses and more.

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.

Learn more >

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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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Head of Operations, AAA Band Rentals

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

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Technical Engineer, Master Liveaboards

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