Integrate Freshsales with SpringEdge
Send information between Freshsales and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in SpringEdge for newly created contacts in Freshsales
Improve customers' initial experience with a personalized welcome email. This flow will trigger a welcome email in SpringEdge 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 sends an SMS to the specified mobile number in SpringEdge.
Dispatch a welcome message in SpringEdge for newly created contacts in Freshsales
Freshsales + SpringEdge
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Supported triggers and actions
Integrate Freshsales and SpringEdge 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
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
Send SMS
Sends an SMS to the specified mobile number
Send unicode SMS
Sends a unicode SMS to the specified recipient
Fetch delivery status
Fetches the delivery status of an SMS using message ID
What is SpringEdge?
SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.
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Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
