Integrate Billbee with Freshsales
Send information between Billbee and Freshsales automatically, without writing any code, using Zoho Flow.
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A new deal in Freshsales whenever a new order is created in Billbee
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Freshsales for every new order placed through Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in Freshsales.
A new deal in Freshsales whenever a new order is created in Billbee
Billbee + Freshsales
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Supported triggers and actions
Integrate Billbee and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Shipment created
Triggers when an order is shipped
Invoice created
Triggers when a new invoice is created
Order created
Triggers when a new order is created
Product created
Triggers when a new prodcut is created
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
New contact
Triggers when a new contact is created in the selected view
New account
Triggers when a new account is created in the selected view
All Actions - Actions are the automated tasks
Create invoice
Creates an invoice for an existing order
Create order
Creates a new order
Create product
Creates a new product
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
Update order status
Updates the status of an existing order
Fetch order
Fetches the details of an existing order using query
Fetch customer
Fetches the details of an existing customer by customer number
Create contact
Creates a new contact
Add note to lead
Adds a note to the selected lead
Create lead
Creates a new lead
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
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 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 contact by email address
Fetches the details of a existing contact by email
Fetch lead by email address
Fetches the details of an existing lead by email
What is Billbee?
Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
