Integrate Freshsales with BulkGate

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

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Send a welcome email in BulkGate when a new contact is created in Freshsales

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from BulkGate 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 sends SMS message to the specified phone number in BulkGate.
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Send a welcome email in BulkGate when a new contact is created in Freshsales

Freshsales + BulkGate

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Supported triggers and actions

Integrate Freshsales and BulkGate 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

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

Send promotional SMS

Send SMS messages to contacts saved in groups

Send notification SMS

Sends SMS message to the specified phone number

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 BulkGate?

BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.

Phone/SMS

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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Technical and Operations Head, TruAct

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