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Integrate Freshsales with Alegra
Send information between Freshsales and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your Alegra automatically, When a new deal is created in Freshsales
Automate the generation of estimates for new deals in your customer relationship management platform to streamline sales and accounting processes. This flow will create an estimate in your Alegra when a new deal is created in Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in Alegra.
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Generate an estimate within your Alegra automatically, When a new deal is created in Freshsales
Freshsales + Alegra
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Build your own integrations between Freshsales and Alegra
Connect Freshsales and Alegra with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Freshsales and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New lead
Triggers when a new lead is created in the selected view
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New account
Triggers when a new account is created in the selected view
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New contact
Triggers when a new contact is created in the selected view
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New deal
Triggers when a new deal is created in the selected view
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Product or service created
Triggers when a new product or service is created
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Payment recorded
Triggers when a new payment is recorded
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Invoice created
Triggers when a new invoice is created
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Contact created
Triggers when a new contact is created
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Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to the selected contact
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Add note to lead
Adds a note to the selected lead
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Create deal
Creates a new deal
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Create lead
Creates a new lead
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Create contact
Creates a new contact
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Update lead
Updates the details of an existing lead
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Update contact
Updates the details of an existing contact
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Convert lead
Converts a lead to contact
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Fetch lead by ID
Fetches the details of an existing lead by ID
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Fetch contact by email address
Fetches the details of a existing contact by email
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch lead by email address
Fetches the details of an existing lead by email
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Send estimate
Sends an estimate through email
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Create estimate
Creates a new estimate
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Create item
Creates a new item
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Create contact
Creates a new contact
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Create invoice
Creates a new invoice
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Fetch contact
Fetches the details of an existing contact
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Send invoice
Sends an invoice through email
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Fetch item
Fetches the details of an existing item
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.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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