Integrate Freshsales with Freshdesk

Send information between Freshsales and Freshdesk automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Freshsales and Freshdesk using the below 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

Contact updated

Triggers when the details of an existing contact are updated

Ticket created

Triggers when a new ticket is created

Ticket note added

Triggers when a note is added to the selected ticket

Contact created

Triggers when a new contact is created

Ticket updated

Triggers when the details of an existing ticket are updated

All Actions - Actions 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

Add notes to ticket

Adds private or public notes to the selected ticket

Create contact

Creates a new contact

Create company

Creates a new company

Create forum category

Creates a new forum category

Create ticket

Creates a new ticket

Create forum

Creates a new forum in the selected category

Update company

Updates the details of an existing company

Update ticket

Updates the details of an existing ticket

Update contact

Updates the details of an existing contact

Fetch agent

Fetches the details of an existing agent by email address, phone number, or mobile number

Fetch ticket status

Fetches the status of a specific ticket by label

Fetch ticket priority by ID

Fetches the priority details of a specific ticket by ID

Fetch group by ID

Fetches the details of an existing group by ID

Fetch agent by ID

Fetches the details of an existing agent by ID

Fetch ticket status by ID

Fetches the status of a specific ticket by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact

Fetches the details of an existing contact by email address, phone number, or mobile number

Fetch company by ID

Fetches the details of an existing company by ID

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch ticket priority

Fetches the priority details of a specific ticket by label

Fetch ticket

Fetches the details of an existing ticket by requester email address and subject

Fetch company

Fetches the details of an existing company by domain

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.

CRM

What is Freshdesk?

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.

Customer Support Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, Lakeside CNC Group

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Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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