Integrate Freshsales with Zoho Campaigns

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

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Create a new contact is in Zoho Campaigns each time a new contact is created in Freshsales

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Zoho Campaigns whenever 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 contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
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Create a new contact is in Zoho Campaigns each time a new contact is created in Freshsales

Freshsales + Zoho Campaigns

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Supported triggers and actions

Integrate Freshsales and Zoho Campaigns 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

Campaign sent

Triggers when a campaign is successfully sent

Subscriber added to list

Triggers when a subscriber is added to the selected list

Campaign failed

Triggers when a campaign is paused, stopped, or cancelled

Campaign created

Triggers when a new campaign is created

Contact unsubscribed from list

Triggers when a contact is unsubscribed from the selected list

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

Add contact to workflow

Adds a contact to the selected workflow

Clone campaign

Creates a copy of an existing campaign

Create list

Creates a list with the specified emails

Send campaign

Sends the selected campaign

Add or update contact

Adds a contact to an existing list. Updates the details of the contact if it already exists.

Update list

Updates the details of an existing list

Associate list to campaign

Associates an existing list to the selected campaign

Move contact to do-not-mail list

Moves the specified contact to the do-not-mail list

Fetch campaign report

Fetches the report for the specified campaign

Fetch contact from list

Fetches the details of a contact by email address

Fetch contact

Fetches the details of an existing contact

Unsubscribe contact

Removes the specified contact from an existing 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 Zoho Campaigns?

Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.

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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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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

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