Integrate Freshsales with Alegra
Send information between Freshsales and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your Alegra automatically, When a new deal is created in Freshsales
Automate the generation of estimates for new deals in your customer relationship management platform to streamline sales and accounting processes. This flow will create an estimate in your Alegra when a new deal is created in Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in Alegra.
Generate an estimate within your Alegra automatically, When a new deal is created in Freshsales
Freshsales + Alegra
Build your own integrations between Freshsales and Alegra
Connect Freshsales and Alegra with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Freshsales and Alegra 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
Contact created
Triggers when a new contact is created
Payment recorded
Triggers when a new payment is recorded
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Product or service created
Triggers when a new product or service is created
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
Send invoice
Sends an invoice through email
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Fetch contact
Fetches the details of an existing contact
Send estimate
Sends an estimate through email
Create item
Creates a new item
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
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.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
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
