Integrate Freshsales with Wild Apricot

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

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Create a new contact in Wild Apricot whenever a new contact is created in Freshsales

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Wild Apricot 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 creates a new contact in Wild Apricot.
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Create a new contact in Wild Apricot whenever a new contact is created in Freshsales

Freshsales + Wild Apricot

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Supported triggers and actions

Integrate Freshsales and Wild Apricot 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

Contact created or updated

Triggers when a contact is created or updated

Payment created or updated

Triggers when a payment is created or updated

Event registration created or updated

Triggers when an event registration is created or updated

Event created or updated

Triggers when an event is created or updated

Invoice created or updated

Triggers when an invoice is created or updated

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

Fetch event registration

Fetches the details of an existing event registration

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Create invoice

Creates a new invoice

Create event

Creates a new event

Create event registration

Creates a new event registration for an existing contact

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update event registration

Updates the details of an existing event registration

Update event

Updates the details of an existing event

Fetch event

Fetches the details of an existing event

Fetch invoice

Fetches the details of an existing invoice

Fetch contact

Fetches the details of an existing 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.

CRM

What is Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.

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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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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