Integrate Tookan with Freshsales
Send information between Tookan and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
A new deal in Freshsales whenever a new order is created in Tookan
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will set up a new deal in Freshsales for each new order placed in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in Freshsales.
A new deal in Freshsales whenever a new order is created in Tookan
Tookan + Freshsales
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Supported triggers and actions
Integrate Tookan and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
Order created
Triggers when a new order is created
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
Create appointment task
Creates a new appointment task
Create merchant
Creates a new merchant
Create pickup task
Creates a new pickup task
Create agent
Creates a new agent
Create customer
Creates a new customer
Create delivery task
Creates a new delivery task
Create pickup and delivery task
Creates a new pickup and delivery task
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
What is Tookan?
Similar apps
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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Sales Director, Artico
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
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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