Integrate Freshsales with GiveWP
Send information between Freshsales and GiveWP automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Freshsales and GiveWP 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
Donation payment completed
Triggers when a donation payment is completed
Donor added
Triggers when a new donor is added
Donation form submitted
Triggers when a donation form is submitted
Payment status changed
Triggers when the status of a payment is changed
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
Add donor note
Adds notes to an existing donor
Fetch donor
Fetches the details of an existing donor
What is GiveWP?
GiveWP is a WordPress donation plugin that allows users to conduct fundraisers.
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