Integrate Freshsales with SpringEdge

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

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Dispatch a welcome message in SpringEdge for newly created contacts in Freshsales

Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in SpringEdge whenever a new contact is added in Freshsales.

How it works
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
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Dispatch a welcome message in SpringEdge for newly created contacts in Freshsales

Freshsales + SpringEdge

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Supported triggers and actions

Integrate Freshsales and SpringEdge 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

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 unicode SMS

Sends a unicode SMS to the specified recipient

Send SMS

Sends an SMS to the specified mobile number

Fetch delivery status

Fetches the delivery status of an SMS using message ID

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 SpringEdge?

SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.

Phone/SMS

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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