Integrate Freshdesk with Upsales

Send information between Freshdesk and Upsales automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Upsales each time a new contact is created in Freshdesk

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Upsales each time a new contact is created in Freshdesk.

How it works
  1. The flow triggers when a new contact is created in Freshdesk.
  2. Zoho Flow creates a new contact in Upsales.
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Create a new contact is in Upsales each time a new contact is created in Freshdesk

Freshdesk + Upsales

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Supported triggers and actions

Integrate Freshdesk and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Ticket note added

Triggers when a note is added to the selected ticket

Contact updated

Triggers when the details of an existing contact are updated

Ticket created

Triggers when a new ticket is created

Ticket updated

Triggers when the details of an existing ticket are updated

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Create group

Creates a new group

Create contact

Creates a new contact

Create company

Creates a new company

Create forum category

Creates a new forum category

Create ticket

Creates a new ticket

Add notes to ticket

Adds private or public notes to the selected ticket

Create forum

Creates a new forum in the selected category

Update contact

Updates the details of an existing contact

Update ticket

Updates the details of an existing ticket

Update company

Updates the details of an existing company

Fetch company by ID

Fetches the details of an existing company by ID

Fetch ticket priority by ID

Fetches the priority details of a specific ticket by ID

Fetch agent

Fetches the details of an existing agent by email address, phone number, or mobile number

Fetch contact

Fetches the details of an existing contact by email address, phone number, or mobile number

Fetch ticket priority

Fetches the priority details of a specific ticket by label

Fetch ticket

Fetches the details of an existing ticket by requester email address and subject

Fetch group by ID

Fetches the details of an existing group by ID

Fetch company

Fetches the details of an existing company by domain

Fetch agent by ID

Fetches the details of an existing agent by ID

Fetch ticket status by ID

Fetches the status of a specific ticket by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch ticket status

Fetches the status of a specific ticket by label

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

Create product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

What is Freshdesk?

Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.

Customer Support Popular

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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