Integrate Freshsales with dotdigital
Send information between Freshsales and dotdigital automatically, without writing any code, using Zoho Flow.
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Create a new contact is in dotdigital each time a new contact is created in Freshsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in dotdigital each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates or updates a contact in dotdigital.
Create a new contact is in dotdigital each time a new contact is created in Freshsales
Freshsales + dotdigital
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Supported triggers and actions
Integrate Freshsales and dotdigital using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal 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 lead
Triggers when a new lead is created in the selected view
Survey response added
Triggers when a new response is added in the selected survey
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lead
Creates a new lead
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
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
Enrol contact in program
Enrolls a contact in the selected program
Refresh segment
Refreshes an existing segment
Send campaign to address book
Sends a campaign to the selected address book
Create contact data field
Creates a new contact data field
Create address book
Creates a new address book
Send campaign to contact
Sends a campaign to the specified contact
Create or update contact
Creates or updates a contact
Send transactional email
Sends a transactional email
Unsubscribe contact
Unsubscribes the specified contact
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 dotdigital?
dotdigital is a customer engagement platform that allows you to sync data from online or physical stores, personalize customer experiences with the right data, and convert clicks to conversions with surveys and landing pages.
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.
Learn more >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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
