Integrate Formsite with Freshsales
Send information between Formsite and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Freshsales for each new form submission received via Formsite
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Freshsales using the form inputs received in Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in Freshsales.
Add a new contact in Freshsales for each new form submission received via Formsite
Formsite + Freshsales
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Supported triggers and actions
Integrate Formsite and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
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 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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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
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
