Integrate Freshsales with HighLevel

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

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Generate a new contact in HighLevel each time a new contact is created in Freshsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in HighLevel 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 HighLevel.
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Generate a new contact in HighLevel each time a new contact is created in Freshsales

Freshsales + HighLevel

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Supported triggers and actions

Integrate Freshsales and HighLevel using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created in the selected view

New account

Triggers when a new account is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

Contact added

Triggers when a new contact is created

Contact tag added or removed

Triggers when a new contact tag is added or an existing contact is removed

Contact updated

Triggers when the details of an existing contact are updated

Opportunity status changed

Triggers when the status of an opportunity is changed

Pipeline stage changed

Triggers when the stage of an existing pipeline is changed

All Actions - Actions are the automated tasks

Add note to contact

Adds a note to the selected contact

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

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 lead by ID

Fetches the details of an existing lead by ID

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 email address

Fetches the details of an existing lead by email

Create business

Creates a new business

Add tag to contact

Adds a tag to the specified contact

Add contact to campaign

Adds a contact to an existing campaign

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Create user

Create a new user

Update opportunity

Update the details of an existing opportunity by ID

Update contact

Update the details of an existing contact by ID

Update user

Update the details of an existing user by ID

Fetch contact

Fetches the details of an existing contact by query

Remove tag from contact

Removes a tag from the specified contact

Remove contact from campaign

Removes a contact from an existing campaign

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 HighLevel?

HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.

Marketing Automation

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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