Integrate Freshsales with Autoklose
Send information between Freshsales and Autoklose automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Autoklose 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 add a new contact in Autoklose whenever a new contact is added in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow add a new contact in Autoklose.
Create a new contact is in Autoklose each time a new contact is created in Freshsales
Freshsales + Autoklose
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Supported triggers and actions
Integrate Freshsales and Autoklose using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Email opened
Triggers when an email of the selected campaign is opened
Email replied
Triggers when a user replies to the selected campaign email
Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
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
Add Contact
Add a new contact
Add campaign recipient
Adds a campaign recipient.
Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
Remove campaign recipient
Removes a campaign recipient.
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 Autoklose?
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.
Similar apps
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Logic
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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