Integrate Freshsales with Wild Apricot
Send information between Freshsales and Wild Apricot automatically, without writing any code, using Zoho Flow.
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Create a new contact in Wild Apricot whenever a new contact is created in Freshsales
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Wild Apricot each time a new contact is created in Freshsales.
How it works
- The flow triggers when a new contact is created in the selected view in Freshsales.
- Zoho Flow creates a new contact in Wild Apricot.
Create a new contact in Wild Apricot whenever a new contact is created in Freshsales
Freshsales + Wild Apricot
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Supported triggers and actions
Integrate Freshsales and Wild Apricot 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
Invoice created or updated
Triggers when an invoice is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Event created or updated
Triggers when an event is created or updated
Contact created or updated
Triggers when a contact is created or updated
Payment created or updated
Triggers when a payment is created or updated
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 invoice
Creates a new invoice
Create event
Creates a new event
Fetch event registration
Fetches the details of an existing event registration
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Create event registration
Creates a new event registration for an existing contact
Create contact
Creates a new contact
Update event registration
Updates the details of an existing event registration
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
Fetch event
Fetches the details of an existing event
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 Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, 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.
Learn more >Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Alps Education
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 input.
Louis Castellano
CEO and Owner, Package Mate
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Barings Law
