Integrate Freshsales with Simply Schedule Appointments
Send information between Freshsales and Simply Schedule Appointments automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Freshsales and Simply Schedule Appointments 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
Appointment updated
Triggers when an appointment is updated
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment pending
Triggers when an appointment is marked as pending
Appointment customer information updated
Triggers when the information of a customer is updated in an appointment
Appointment canceled
Triggers when an appointment is canceled
Appointment booked
Triggers when an appointment is booked
Appointment abandoned
Triggers when an appointment is marked as abandoned
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
Fetch appointment
Fetches the details of an existing appointment
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 Simply Schedule Appointments?
Simply Schedule Appointments is a scheduling WordPress plugin that can help businesses manage scheduling availability and appointment bookings on their WordPress side.
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Logic
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Custom functions
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