Integrate Freshsales with SpringEdge

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

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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
  1. The flow triggers when a new contact is created in the selected view in Freshsales.
  2. Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
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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 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

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 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 SpringEdge?

SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.

Phone/SMS

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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