Integrate Freshsales with SureMembers

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

Build your own integrations between Freshsales and SureMembers

Connect Freshsales and SureMembers with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Freshsales and SureMembers 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 lead

Triggers when a new lead is created in the selected view

New account

Triggers when a new account is created in the selected view

User added to access group

Triggers when a user is added to the selected access group

User removed from access group

Triggers when a user is removed from the selected access group

All Actions - Actions are the automated tasks

Add note to lead

Adds a note to the selected lead

Create deal

Creates a new deal

Add note to contact

Adds a note to the selected contact

Create lead

Creates a new lead

Create contact

Creates a new contact

Convert lead

Converts a lead to contact

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Add user to access group

Adds user to access group

Remove user from access group

Removes user from access group

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 SureMembers?

SureMembers is a membership management WordPress plugin that enables users to restrict and manage content on their WordPress site.

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

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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