Freshsales
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App Description
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.
Category : CRM
Triggers
New lead
Triggers when a new lead 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
New deal
Triggers when a new deal is created in the selected view
Actions
Create contact
Creates a new contact
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Create deal
Creates a new deal
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches a contact by email
Fetch lead
Fetches a lead by ID
Fetch contact
Fetches a contact by ID
Fetch lead
Fetches a lead by email
How Zoho Flow Works
Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.