Integrate Fluent Forms with Freshsales
Send information between Fluent Forms and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Freshsales for each form entry generated by Fluent Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Freshsales using the form responses obtained from Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact in Freshsales.
Create a new contact in Freshsales for each form entry generated by Fluent Forms
Fluent Forms + Freshsales
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Supported triggers and actions
Integrate Fluent Forms and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form is submitted
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 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 Fluent Forms?
Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms
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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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