Integrate SlimPay with Freshsales
Send information between SlimPay and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Freshsales for every new order placed through SlimPay
Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in Freshsales for every new order placed through SlimPay.
How it works
- The flow triggers when a new order is created in SlimPay.
- Zoho Flow creates a new deal in Freshsales.
Set up a new deal in Freshsales for every new order placed through SlimPay
SlimPay + Freshsales
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Supported triggers and actions
Integrate SlimPay and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Order created
Triggers when a new order is created
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 order
Creates a new order
Update order
Updates the details of an existing order
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
What is SlimPay?
SlimPay is a payment processing solution that enables businesses to accept card and direct debit payments. It supports both BACS Direct Debit for UK-based customers and SEPA for EU-based customers.
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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Learn more >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
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
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
