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Freshsales supports following triggers and actions
All Triggers - A trigger kickstarts the flow
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 account
Triggers when a new account is created in the selected view
All Actions - Action are the automated tasks
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
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 a contact by email
Fetch lead by ID
Fetches a lead by ID
Fetch contact by ID
Fetches a contact by ID
Fetch lead by email address
Fetches a lead by 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.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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