Integrate Freshsales with Zoho Contracts

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

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Connect Freshsales and Zoho Contracts with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Freshsales and Zoho Contracts 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

Contract created

Triggers when a new contract is created

Contract signed

Triggers when a contract is signed

Contract expired

Triggers when a contract is expired

Obligation status updated

Triggers when an obligation status is updated

Contract state moved to active

Triggers when the state of the contract is moved to active

Obligation created

Triggers when an obligation is created in a contract

Counterparty contact created

Triggers when a new counterparty contact is created

Counterparty created

Triggers when a new counterparty is created

Contract status updated

Triggers when a contract status is updated

Overdue obligation

Triggers when an obligation is overdue

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 obligation

Creates a new obligation in the specified contract

Create counterparty contact

Creates a new counterparty contact

Create counterparty

Creates a new counterparty

Create contract

Creates a new contract

Transfer contract ownership

Transfers ownership of an existing contract

Update counterparty

Updates the details of an existing counterparty

Fetch counterparty

Fetches the details of an existing counterparty by name or organization API name

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 Zoho Contracts?

Zoho Contracts is a feature-rich contract lifecycle management (CLM) platform that lets you streamline your contract processes and achieve compliance at scale with reduced costs.

Signature Zoho

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the 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.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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