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
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Director, Perth Security Services
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
