Integrate Freshsales with Tokeet
Send information between Freshsales and Tokeet automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Freshsales and Tokeet using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created in the selected view
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
Task created
Triggers when a new task is created
Template created
Triggers when a new template is created
User created
Triggers when a new user is created
Expense created
Triggers when a new expense is created
Guest created
Triggers when a new guest is created
Rental updated
Triggers when the details of an existing rental are updated
Rental created
Triggers when a new rental is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Add note to lead
Adds a note to the selected 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 template
Creates a new template
Record guest interaction
Records the interaction of the specified guest
Create guest
Creates a new guest
Create guest note
Creates a note about the specified guest
Create rental
Creates a new rental
Update template
Updates the details of an existing template
Update guest
Updates the details of an existing guest
Update rental
Updates the details of an existing rental
Update guest note
Updates the details of an existing guest note
Update task
Updates the details of an existing task
Update expense
Updates the details of an existing expense
Update user
Updates the details of an existing user
Fetch rental
Fetches the details of an existing rental using ID
Fetch user
Fetches the details of an existing user using ID
Fetch expense
Fetches the details of an existing expense using ID
Fetch task
Fetches the details of an existing task using ID
Fetch template
Fetches the details of an existing template using ID
Fetch guest
Fetches the details of an existing guest using ID
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 Tokeet?
Tokeet is a full-fledged property management system (PMS) that lets you manage your reservations and properties, send invoices, track expenses, and more.
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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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
