Integrate Freshsales with Mixmax

Send information between Freshsales and Mixmax automatically, without writing any code, using Zoho Flow.

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Add a new contact in Mixmax whenever a new contact is added in Freshsales

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Mixmax whenever a new contact is created in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow creates or updates a contact in the selected contact group in Mixmax.
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Add a new contact in Mixmax whenever a new contact is added in Freshsales

Freshsales + Mixmax

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Supported triggers and actions

Integrate Freshsales and Mixmax 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

New contact

Triggers when a new contact is created

New live feed message

Triggers when there is a new message in the live feed

Note added to contact

Triggers when a new note is added to the selected contact

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

Add contact to group

Adds a contact to the selected contact group

Create or update contact

Creates or updates a contact in the selected contact group

Add note to contact

Adds a note to the selected contact

Remove contact from group

Removes an existing contact from the selected contact group

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.

CRM

What is Mixmax?

Mixmax is a Gmail-based productivity app. It allows you to schedule emails, track clicks and opens, and recall sent emails.

Email

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.

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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.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Technical Engineer, Master Liveaboards

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