Integrate Freshsales with Zoho Forms
Send information between Freshsales and Zoho Forms automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create Freshsales leads for new entries in Zoho Forms
Built your lead generation form with Zoho Forms? Use this flow to move the data you collect to your CRM automatically. It creates a lead in Freshsales each time an entry is submitted in Zoho Forms.
How it works
1. A new entry is submitted in Zoho Forms.
2. Zoho Flow creates a lead in Freshsales.
Create Freshsales leads for new entries in Zoho Forms
Freshsales + Zoho Forms
Add a new contact in Freshsales for each new form submission received via Zoho Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new contact in Freshsales using the form inputs received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact in Freshsales.
Add a new contact in Freshsales for each new form submission received via Zoho Forms
Zoho Forms + Freshsales
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Supported triggers and actions
Integrate Freshsales and Zoho Forms 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
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
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
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.
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What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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