Integrate SlimPay with Freshsales

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

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Set up a new deal in Freshsales for every new order placed through SlimPay

Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in Freshsales for every new order placed through SlimPay.

How it works
  1. The flow triggers when a new order is created in SlimPay.
  2. Zoho Flow creates a new deal in Freshsales.
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Set up a new deal in Freshsales for every new order placed through SlimPay

SlimPay + Freshsales

Build your own integrations between SlimPay and Freshsales

Connect SlimPay and Freshsales with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate SlimPay and Freshsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment created

Triggers when a new payment is created

Order created

Triggers when a new order is created

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 order

Creates a new order

Update order

Updates the details of an existing order

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

What is SlimPay?

SlimPay is a payment processing solution that enables businesses to accept card and direct debit payments. It supports both BACS Direct Debit for UK-based customers and SEPA for EU-based customers.

Payment Processing

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.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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