Integrate Freshsales with ActiveTrail

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

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Generate a new contact in ActiveTrail each time a new contact is created in Freshsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in ActiveTrail each time 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 ActiveTrail.
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Generate a new contact in ActiveTrail each time a new contact is created in Freshsales

Freshsales + ActiveTrail

Build your own integrations between Freshsales and ActiveTrail

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Supported triggers and actions

Integrate Freshsales and ActiveTrail using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New deal

Triggers when a new deal is created in the selected view

New lead

Triggers when a new lead 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

Unsubscribed contact

Triggers when a contact unsubscribes from receiving further emails

Updated contact

Triggers when the details of an existing contact are updated

Contact added to group

Triggers when a contact is added to any group

Contact removed from group

Triggers when a contact is removed from any group

All Actions - Actions are the automated tasks

Add note to lead

Adds a note to the selected lead

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Add note to contact

Adds a note to the selected 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 the details of a existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Create contact

Creates a new contact

Add contact to group

Adds a contact to the specified group

Fetch group

Fetches an existing group by name

Send SMS

Sends an SMS message to a specified number

Fetch contact

Fetches an existing contact by name or email

Remove contact from group

Removes a contact from a specific group

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 ActiveTrail?

ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.

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.

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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