Integrate Freshsales with Octopush

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

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Dispatch a welcome message in Octopush for newly created contacts in Freshsales

Send personalized welcome emails to every new contact in your customer relationship management platform. This flow will send a welcome email in Octopush when 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 sends an SMS in Octopush.
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Dispatch a welcome message in Octopush for newly created contacts in Freshsales

Freshsales + Octopush

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Supported triggers and actions

Integrate Freshsales and Octopush 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

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

Schedule SMS

Schedules an SMS

Send SMS

Sends an SMS

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 Octopush?

Octopush is a marketing SMS platform. You can manage contacts, get delivery notifications, and view detailed statistics on campaigns.

Phone/SMS

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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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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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