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Create Asana tasks for new deals in Freshsales
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Add new Freshsales contacts to Freshbooks
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Create Freshsales leads for new entries in Zoho Forms
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Popular integrations
Asana
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Project Management, Popular, Team CollaborationFreshBooks
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps. Category : Proposals & Invoices, Popular, Accounting, Time TrackingZoho Forms
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process. Category : Zoho, Forms, PopularActiveCampaign
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing. Category : Sales Automation, Drip Emails, Popular, Marketing AutomationFireText
FireText is an SMS marketing tool. You can manage contacts in groups, track SMS messages, and convert SMS messages to emails. Category : Phone / SMSSalesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : Popular, CRMShopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : E Commerce, Popular, Inventory ManagementMailchimp
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Drip Emails, Popular, Marketing Automation, Social Media MarketingFreshdesk
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics. Category : Customer Support, PopularHubSpot CRM
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place. Category : Popular, CRMOutlook
Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, EmailQuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Proposals & Invoices, Popular, Accounting, Inventory Management
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 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
All Actions - Action are the automated tasks
Add note to contact
Adds a note to the selected contact
Create contact
Creates a new contact
Create deal
Creates a new deal
Create lead
Creates a new lead
Add note to lead
Adds a note to the selected 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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