Integrate Freshsales with Kanban Tool
Send information between Freshsales and Kanban Tool automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Freshsales and Kanban Tool 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
Card archived
Triggers when an existing card is archived
Comment added
Triggers when a new comment is added in an existing task
Card created
Triggers when a new card is created in the selected board
Card updated
Triggers when the details of an existing card are updated
Card moved
Triggers when an existing card is moved
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
Create card comment
Creates a new comment in the specified card
Create checklist item
Creates a checklist item
Create card
Creates a new card in the selected board
Update card
Updates the details of an existing card
Update checklist item
Updates the details of an existing checklist item
Archive or unarchive card
Archives or unarchives the specified card
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.
Similar apps
What is Kanban Tool?
Kanban Tool is a visual project management application. You can plan tasks with customizable templates, collaborate with your team in real time, and generate time reports.
Similar apps
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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