Integrate Freshsales with Zoho TeamInbox
Send information between Freshsales and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Zoho TeamInbox 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 TeamInbox whenever a new contact is created 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 Zoho TeamInbox.
Create a new contact is in Zoho TeamInbox each time a new contact is created in Freshsales
Freshsales + Zoho TeamInbox
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Supported triggers and actions
Integrate Freshsales and Zoho TeamInbox 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
New comment
Triggers when a new comment is recieved
New inbound message
Triggers when a new inbound message is recieved
Outbound reply
Triggers when a new outbound reply message is sent
Inbound reply received
Triggers when a new inbound reply message is received
New outbound message
Triggers when a new outbound message is sent
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 contact
Creates a new contact
Send email
Sends a new email
Fetch contact by email
Fetches the details of an existing contact using email
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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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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