Integrate Happyforms with Freshsales

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

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Add a new contact in Freshsales for each new form submission received via Happyforms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Freshsales using the form responses obtained from Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact in Freshsales.
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Add a new contact in Freshsales for each new form submission received via Happyforms

Happyforms + Freshsales

Build your own integrations between Happyforms and Freshsales

Connect Happyforms and Freshsales with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and Freshsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

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

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms WordPress Plugins

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

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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