Integrate Freshsales with Ronin

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

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Create a new contact in Ronin whenever a new contact is created in Freshsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Ronin 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 Ronin.
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Create a new contact in Ronin whenever a new contact is created in Freshsales

Freshsales + Ronin

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Supported triggers and actions

Integrate Freshsales and Ronin 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

Payment created

Triggers when a new payment is added

Contact created

Triggers when a new contact is created

Task added

Triggers when a new task is added

Client created

Triggers when a new client is created

Estimate created

Triggers when a new estimate is created

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Expense created

Triggers when a new expense 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

Create client

Creates a new client

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create expense

Creates a new expense

Create task

Creates a new task

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 Ronin?

Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.

Proposals & Invoices

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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