Integrate Freshsales with Zoho TeamInbox

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

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Create a new contact is in Zoho TeamInbox 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 Zoho TeamInbox 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 Zoho TeamInbox.
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Create a new contact is in Zoho TeamInbox each time a new contact is created in Freshsales

Freshsales + Zoho TeamInbox

Build your own integrations between Freshsales and Zoho TeamInbox

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Supported triggers and actions

Integrate Freshsales and Zoho TeamInbox 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 inbound message

Triggers when a new inbound message is recieved

Outbound reply

Triggers when a new outbound reply message is sent

Inbound reply received

Triggers when a new inbound reply message is received

New outbound message

Triggers when a new outbound message is sent

New comment

Triggers when a new comment is recieved

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 contact

Send email

Sends a new email

Fetch contact by email

Fetches the details of an existing contact using email

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 Zoho TeamInbox?

Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.

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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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