Integrate Fluent Forms with Freshsales
Send information between Fluent Forms and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Freshsales for each form entry generated by Fluent Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Freshsales using the form responses obtained from Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact in Freshsales.
Create a new contact in Freshsales for each form entry generated by Fluent Forms
Fluent Forms + Freshsales
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Supported triggers and actions
Integrate Fluent Forms and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form is submitted
New lead
Triggers when a new lead is created in the selected view
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
All Actions - Actions are the automated tasks
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Create contact
Creates a new contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches a contact by email
Fetch contact by ID
Fetches a contact by ID
Fetch lead by ID
Fetches a lead by ID
Fetch lead by email address
Fetches a lead by email
What is Fluent Forms?
Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms
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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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