Integrate Freshsales with ZappHub

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

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Generate a new contact in ZappHub each time 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 ZappHub 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 user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
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Generate a new contact in ZappHub each time a new contact is created in Freshsales

Freshsales + ZappHub

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Supported triggers and actions

Integrate Freshsales and ZappHub 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

Message sent or received

Triggers when a new message is sent or received

Message delivered

Triggers when a message is delivered successfully

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 contact

Creates a new user contact in the internal contacts agenda of the WhatsApp device connected

Create agent

Creates a new chat agent for the current device

Add participants to group

Adds the specified participants to an existing group using their phone numbers

Send message

Sends a new text message to the specified phone number, group, or broadcast list.

Remove participant from group

Removes the specified participants from an existing group by phone number

Revoke group invite

Revokes the specified group invite code

Update contact

Updates the details of an existing contact using WhatsApp contact ID

Fetch contact

Fetches the details of an existing contact using WhatsApp ID or phone number

Fetch group invite code

Fetches the invite URL for an existing group

Validate phone number

Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.

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 ZappHub?

ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.

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 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

Toto

Technical Engineer, Master Liveaboards

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