Integrate Freshsales with Elastic Email
Send information between Freshsales and Elastic Email automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Elastic Email each time a new contact is created in Freshsales
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Elastic Email 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 a new contact in Elastic Email.
Create a new contact is in Elastic Email each time a new contact is created in Freshsales
Freshsales + Elastic Email
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Supported triggers and actions
Integrate Freshsales and Elastic Email 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 lead
Triggers when a new lead is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Add note to contact
Adds a note to the selected contact
Add note to lead
Adds a note to the selected lead
Create lead
Creates a new lead
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Update lead
Updates the details of an existing lead
Fetch lead by ID
Fetches a lead by ID
Fetch contact by email address
Fetches a contact by email
Fetch contact by ID
Fetches a contact by ID
Fetch lead by email address
Fetches a lead by email
Create contact
Creates a new contact
Send email
Sends an email from your account
Change contact status
Changes the status of the contact associated with the selected email
Fetch contact
Fetches a contact 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 Elastic Email?
Elastic Email is an email delivery platform. You can design custom email templates, manage emails with sub-accounts, and collect data with unlimited surveys.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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