Integrate Freshsales with 850+ apps
Create business workflows for Freshsales without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Freshsales workflows
Create Freshsales leads for new entries in Zoho Forms
Built your lead generation form with Zoho Forms? Use this flow to move the data you collect to your CRM automatically. It creates a lead in Freshsales each time an entry is submitted in Zoho Forms.
How it works
1. A new entry is submitted in Zoho Forms.
2. Zoho Flow creates a lead in Freshsales.
Create Asana tasks for new deals in Freshsales
This flow creates a new deal in Freshsales each time a task is added in Asana. That way, your team can easily collaborate on related activities and close the deal much faster.
How it works
1. A new deal is added in Freshsales.
2. Zoho Flow creates a task in Asana.
Add new Freshsales contacts to Freshbooks
Every time a new contact is added in Freshsales the flow automatically creates a corresponding contact in Freshbooks so you can easily send out invoices or estimates to new clients.
How it works
1. A new contact is added in Freshsales.
2. Zoho Flow creates a corresponding client in Freshbooks.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new lead is created in the selected view
Triggers when a new contact is created in the selected view
Triggers when a new account is created in the selected view
Triggers when a new deal is created in the selected view
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to the selected contact
Creates a new contact
Creates a new deal
Creates a new lead
Add note to lead
Adds a note to the selected lead
Updates the details of an existing contact
Updates the details of an existing 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
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.Learn more >
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.Learn more >
Write simple scripting functions to format data, call web APIs, send emails, and more.Learn more >
In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.