Integrate Freshsales with ZappHub

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

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

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in ZappHub whenever 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 user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
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Generate a new contact in ZappHub each time a new contact is created in Freshsales

Freshsales + ZappHub

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Supported triggers and actions

Integrate Freshsales and ZappHub 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

Message delivered

Triggers when a message is delivered successfully

Message sent or received

Triggers when a new message is sent or received

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

Send message

Sends a new text message to the specified phone number, group, or broadcast list.

Add participants to group

Adds the specified participants to an existing group using their phone numbers

Create agent

Creates a new chat agent for the current device

Create contact

Creates a new user contact in the internal contacts agenda of the WhatsApp device connected

Remove participant from group

Removes the specified participants from an existing group by phone number

Revoke group invite

Revokes the specified group invite code

Update contact

Updates the details of an existing contact using WhatsApp contact ID

Validate phone number

Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.

Fetch group invite code

Fetches the invite URL for an existing group

Fetch contact

Fetches the details of an existing contact using WhatsApp ID or phone number

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 ZappHub?

ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

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

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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