Integrate Unleashed Software with Freshsales
Send information between Unleashed Software and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Freshsales for every new order placed through Unleashed Software
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Freshsales for every new order created in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new deal in Freshsales.
Set up a new deal in Freshsales for every new order placed through Unleashed Software
Unleashed Software + Freshsales
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Supported triggers and actions
Integrate Unleashed Software and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created
Sales person created
Triggers when a new sales person is created
Product created or updated
Triggers when a new product is created or updated
Purchase order created
Triggers when a new purchase order is created
Customer created
Triggers when a new customer is created
Supplier created
Triggers when a new supplier is created
Assembly created
Triggers when a new assembly is created
Sales invoice created or updated
Triggers when a new sales invoice is created or the details of an existing sales invoice is updated
Bill of material created
Triggers when a new bill of material is created
Sales invoice created
Triggers when a new sales invoice is created
Stock adjustment created
Triggers when a new stock adjustment is created
Credit note created
Triggers when a new credit note is created
Sales order created
Triggers when a new sales order is created
Sales quote created
Triggers when a new sales quote is created
Product created
Triggers when a new product is created
Attribute set created
Triggers when a new attribute set is created
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
All Actions - Actions are the automated tasks
Create stock adjustment
Creates a new stock adjustment
Create attribute set
Creates a new attribute set
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Complete assembly
Completes an existing assembly
Create bill of materials
Creates a new bill of materias
Complete sales order
Completes a sales order
Create sales order
Creates a new sales order
Create purchase order
Creates a new purchase order
Create warehouse stock transfer
Creates a new warehouse stock transfer
Create product
Creates a new product
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
Update product
Updates the details of an existing product
Create or update sales person
Updates the details of an existing sales person
Update sales order
Updates the details of an existing sales order
Fetch purchase order
Fetches the details of an existing purchase order using Guid
Fetch warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number
Fetch sales order
Fetches the details of an existing sales order using Guid
Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid
Fetch product
Fetches the details of an existing product using Guid
Fetch customer
Fetches the details of an existing customer using Guid
Fetch supplier
Fetches the details of an existing supplier using Guid
Fetch assembly
Fetches the details of an existing assembly using Guid or assembly or disassembly number
Fetch attribute set
Fetches the details of an existing attribute set using Guid
Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
Fetch bill of materials
Fetches the details of an existing bill of materials using Guid
Fetch credit note
Fetches the details of an existing credit note using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
Search purchase order
Searches the details of existing purchase order using order number
Search sales quote
Searches the details of an existing sales quote using quote number
Search product
Searches the details of existing product using product code
Search customer
Searches the details of existing customer using customer code
Search sales order
Searches the details of existing sales order using order number
Search assembly
Searches the details of an existing assembly using assembly number
Search sales invoice
Searches the details of an existing sales invoice using invoice number
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
What is Unleashed Software?
Unleashed software is an inventory management platform that gives your business real-time visibility of your stock — and total control of your purchasing, production, warehousing, and sales activity.
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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