Integrate Everest Forms with Freshsales

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

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Create a new contact in Freshsales for each form entry generated by Everest Forms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Freshsales the form responses received in Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new contact in Freshsales.
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Create a new contact in Freshsales for each form entry generated by Everest Forms

Everest Forms + Freshsales

Build your own integrations between Everest Forms and Freshsales

Connect Everest Forms and Freshsales with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and Freshsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

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

New lead

Triggers when a new lead is created in the selected view

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create deal

Creates a new deal

Add note to contact

Adds a note to the selected contact

Add note to lead

Adds a note to the selected lead

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Convert lead

Converts a lead to contact

Update lead

Updates the details of an existing lead

Fetch lead by ID

Fetches a lead by ID

Fetch contact by email address

Fetches a contact by email

Fetch contact by ID

Fetches a contact by ID

Fetch lead by email address

Fetches a lead by email

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

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

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.

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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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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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