Integrate Autopilot with Freshsales
Send information between Autopilot and Freshsales automatically, without writing any code, using Zoho Flow.
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Create a new contact in Autopilot whenever a new contact is created in Freshsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Autopilot whenever a new contact is added in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Autopilot.
Create a new contact in Autopilot whenever a new contact is created in Freshsales
Freshsales + Autopilot
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Supported triggers and actions
Integrate Autopilot and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added to list
Triggers when a contact is added to the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact removed from list
Triggers when a contact is removed from the selected list
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
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
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes 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
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
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 lead by ID
Fetches a lead by ID
Fetch contact by ID
Fetches a contact by ID
Fetch contact by email address
Fetches a contact by email
Fetch lead by email address
Fetches a lead by email
What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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