Integrate Freshsales with Connecteam

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

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Supported triggers and actions

Integrate Freshsales and Connecteam using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 lead

Triggers when a new lead is created in the selected view

New account

Triggers when a new account is created in the selected view

User created

Triggers when a new user is created

Scheduler shift created

Triggers when a new scheduler shift is created

All Actions - Actions are the automated tasks

Add note to lead

Adds a note to the selected lead

Create deal

Creates a new deal

Add note to contact

Adds a note to the selected contact

Create lead

Creates a new lead

Create contact

Creates a new contact

Convert lead

Converts a lead to contact

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Send private message

Send a private message to a specific user within the account

Create job

Creates a new job

Send message

Sends a new message to a specific chat - either a channel or a team chat

Create user

Creates a new user

Create shift

Creates a new shift

Update job

Updates the details of an existing job

Update user

Updates the details of an existing user

Fetch shift by ID

Fetches the details of an existing shift using ID

Fetch job by name

Fetches the details of an existing job using name

Fetch user by ID

Fetches the details of an existing user using ID

Fetch user by user details

Fetches the details of an existing user using user details

Fetch job by ID

Fetches the details of an existing job using ID

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 Connecteam?

Connecteam is a workforce management app that helps businesses streamline communication, manage time-tracking and payroll, increase employee engagement and more.

HR New

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.

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Logic

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

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Custom functions

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

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Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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