Integrate Freshsales with Outlook
Send information between Freshsales and Outlook automatically, without writing any code, using Zoho Flow.
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Create a new contact in Outlook whenever a new contact is created in Freshsales
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Outlook each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Outlook.
Create a new contact in Outlook whenever a new contact is created in Freshsales
Freshsales + Outlook
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Supported triggers and actions
Integrate Freshsales and Outlook 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
Email sent
Triggers when a new email is sent
Event created
Triggers when a new event is created
Email received
Triggers when a new email is received
Task created
Triggers when a new task is added to the selected list
Event updated
Triggers when the details of an existing event are updated
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
Forward event
Forwards an event request to the specified recipients
Create task
Creates a new task in the selected list
Flag email
Flags the specified email
Send email
Creates and sends a new email
Create contact
Creates a new contact
Create event
Creates a new event
Reply to email
Replies to the specified email
Update task
Updates the details of an existing task in the selected list
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Fetch event
Fetches the details of an existing event by title or ID from the selected calendar
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Find contact folder
Finds a folder by name
Fetch calendar
Fetches the details of a calendar by name
Fetch task
Fetches the details of an existing task by title or ID from the selected list
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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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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