Integrate Freshsales with Robly

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

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Create a new contact in Robly whenever a new contact is created in Freshsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Robly each time 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 adds a new contact in Robly.
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Create a new contact in Robly whenever a new contact is created in Freshsales

Freshsales + Robly

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Supported triggers and actions

Integrate Freshsales and Robly 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

Contact added

Triggers when a new contact is added

List created

Triggers when a new list is created

Contact unsubscribed

Triggers when a contact has unsubscribed

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

Create list

Creates a new list

Create contact

Adds a new contact

Add contact to sub list

Adds a new or existing contact to a sub list

Update full contact details

Updates the details of a contact including sub lists.

Find contact

Searches for a contact by email address

Unsubscribe contact

Unsubscribes a contact

Remove contact from list

Removes a contact from the selected list

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 Robly?

Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.

Marketing Automation

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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