Integrate Freshsales with Moneybird

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

Explore prebuilt integration flows to get started

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Generate an estimate within your Moneybird automatically, When a new deal is created in Freshsales

Automate the generation of estimates for new deals in your customer relationship management platform to streamline sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Freshsales.

How it works
  1. The flow triggers when a new deal is created in the selected view in Freshsales.
  2. Zoho Flow creates a new estimate in Moneybird.
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Generate an estimate within your Moneybird automatically, When a new deal is created in Freshsales

Freshsales + Moneybird

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Create a new contact in Moneybird whenever a new contact is created in Freshsales

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Moneybird 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 a new contact in Moneybird.
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Create a new contact in Moneybird whenever a new contact is created in Freshsales

Freshsales + Moneybird

Build your own integrations between Freshsales and Moneybird

Connect Freshsales and Moneybird with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Freshsales and Moneybird 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 sales invoice

Triggers when a new sales invoice is created

New quote

Triggers when a new quote is created

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

Create document

Creates a new document

Send sales invoice

Sends a sales invoice to the specified email

Create contact

Creates a new contact

Create sales invoice

Creates a new sales invoice

Create estimate

Creates a new estimate

Fetch contact

Fetches a contact by email

Fetch product

Fetches a product by description

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 Moneybird?

Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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