Integrate Freshsales with dotdigital
Send information between Freshsales and dotdigital automatically, without writing any code, using Zoho Flow.
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Create a new contact is in dotdigital each time a new contact is created in Freshsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in dotdigital each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates or updates a contact in dotdigital.
Create a new contact is in dotdigital each time a new contact is created in Freshsales
Freshsales + dotdigital
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Supported triggers and actions
Integrate Freshsales and dotdigital using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Survey response added
Triggers when a new response is added in the selected survey
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
Send campaign to address book
Sends a campaign to the selected address book
Send transactional email
Sends a transactional email
Enrol contact in program
Enrolls a contact in the selected program
Send campaign to contact
Sends a campaign to the specified contact
Create or update contact
Creates or updates a contact
Create contact data field
Creates a new contact data field
Create address book
Creates a new address book
Refresh segment
Refreshes an existing segment
Unsubscribe contact
Unsubscribes the specified contact
What is dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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