Integrate Freshservice with Zoho CRM
Send information between Freshservice and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Freshservice and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Release created
Triggers when a new release is created
Updated ticket
Triggers when any detail of a ticket is updated
Problem created
Triggers when a new problem is created
Change updated
Triggers when any detail of a change is updated
Updated release
Triggers when any detail of a release is updated
Updated problem
Triggers when any detail of a problem is updated
Ticket created
Triggers when a new ticket is created
Asset updated
Triggers when the details of an asset is updated
Asset created
Triggers when a new asset is created
Change created
Triggers when a new change is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Create change
Creates a new change
Create contract
Creates a new contract
Create requester
Creates a new requester
Create department
Creates a new department
Create ticket note
Creates a new ticket note
Create asset
Creates a new asset
Create release
Creates a new release
Create reply conversation
Creates a new reply conversation for the ticket
Create ticket
Creates a new ticket
Add device to software
Adds a new device to the specified software
Create problem
Creates a new problem
Update asset
Updates the details of an existing asset
Update problem
Updates the details of an existing problem
Update ticket
Updates the details of an existing ticket
Fetch department
Fetches the details of an existing department by its name or ID
Fetch ticket
Fetches the details of a ticket by its subject and the requester's ID/email address
Fetch asset
Fetches the details of an existing asset by either its name or ID
Fetch agent
Fetches the details of an existing agent by email or ID
Fetch asset attribute
Fetches the details of an asset type's attribute (product or vendor) by its name
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Fetch requester
Fetches the details of an existing requester by email or ID
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Freshservice?
Freshservice is cloud based IT service management software. You can collaborate with your team, make informed decisions with the analytics, and manage your problems, change, and release.
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What is Zoho CRM?
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