Freshsales

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 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 contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

Actions

Add note to contact

Adds a note to the selected contact

Create lead

Creates a new lead

Add note to lead

Adds a note to the selected lead

Create deal

Creates a new deal

Create contact

Creates a new contact

Convert lead

Converts a lead to contact

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Fetch contact

Fetches a contact by ID

Fetch contact

Fetches a contact by email

Fetch lead

Fetches a lead 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.