Integrate Freshsales with IT Portal
Send information between Freshsales and IT Portal automatically, without writing any code, using Zoho Flow.
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Create a new contact in IT Portal 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 add a new contact in IT Portal whenever a new contact is added in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact in IT Portal whenever a new contact is created in Freshsales
Freshsales + IT Portal
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Supported triggers and actions
Integrate Freshsales and IT Portal 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 lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New contact
Triggers when a new contact is created in the selected view
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Create lead
Creates a new lead
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
Create site
Creates a new site
Create company
Creates a new company
Create contact
Creates a new contact
Add address
Adds a new address
Create knowledge base article
Creates a new knowledge base article
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update address
Updates the details of an existing address
Fetch device
Fetches the details of an existing device
Fetch contact
Fetches the details of an existing contact
Fetch configuration
Fetches the details of an existing configuration
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch company
Fetches the details of an existing company
Fetch site
Fetches the details of an existing site
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.
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What is IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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