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 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

Campaign sent

Triggers when a campaign is successfully sent

Campaign created

Triggers when a new campaign is created

Campaign failed

Triggers when a campaign is paused, stopped, or cancelled

Contact unsubscribed from list

Triggers when a contact is unsubscribed from the selected list

Subscriber added to list

Triggers when a subscriber is added to the selected list

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

Send campaign

Sends the selected campaign

Tag contact

Tags the specified contact

Add or update contact

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

Clone campaign

Creates a copy of an existing campaign

Create tag

Creates a new tag

Add contact to list

Adds a new contact to the specified list

Create list

Creates a list with the specified emails

Add contact to workflow

Adds a contact to the selected workflow

Update list

Updates the details of an existing list

Move contact to do-not-mail list

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

Associate list to campaign

Associates an existing list to the selected campaign

Untag contact

Untags the specified contact

Fetch contact

Fetches the details of an existing contact

Fetch contact from list

Fetches the details of a contact by email address

Fetch campaign report

Fetches the report for the specified campaign

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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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.

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CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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