Integrate weForms with Freshsales
Send information between weForms and Freshsales automatically, without writing any code, using Zoho Flow.
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Add a new contact in Freshsales for each new form submission received via weForms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Freshsales from the responses collected via weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new contact in Freshsales.
Add a new contact in Freshsales for each new form submission received via weForms
weForms + Freshsales
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Supported triggers and actions
Integrate weForms and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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
What is weForms?
weForms is a form builder WordPress plugin that can help you create online contact forms.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
