Integrate Freshsales with Myphoner

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

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Add a new contact in Myphoner when a new contact is added in Freshsales

Achieve flawless duplication of contact information by avoiding human errors. This flow will create a new contact in Myphoner for new contacts 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 lead in Myphoner.
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Add a new contact in Myphoner when a new contact is added in Freshsales

Freshsales + Myphoner

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Supported triggers and actions

Integrate Freshsales and Myphoner 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

Lead lost

Triggers when a lead is marked as loser

New call back

Triggers when a lead is marked for call back

Lead won

Triggers when a lead is marked as winner

Archived lead

Triggers when a lead is archived

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 lead

Creates a new lead

Mark lead for call back

Marks the specified lead for a call back

Mark lead as winner

Marks the specified lead as winner

Mark lead as loser

Marks the specified lead as loser

Update lead

Updates the details of an existing lead

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 Myphoner?

Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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