Integrate Zoho Forms with Freshsales

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

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Add a new contact in Freshsales for each new form submission received via Zoho Forms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new contact in Freshsales using the form inputs received in Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new contact in Freshsales.
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Add a new contact in Freshsales for each new form submission received via Zoho Forms

Zoho Forms + Freshsales

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Supported triggers and actions

Integrate Zoho Forms and Freshsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry denied

Triggers when a form entry is denied

Form entry updated

Triggers when an existing form entry is updated by the user

Form entry approved

Triggers when a form entry is approved

Form entry submitted

Triggers when a new form entry is submitted

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

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

What is Zoho Forms?

Zoho Forms is a form builder that lets you create, share, and collect data, automate notifications, assign tasks, and manage follow-ups for your business.

Forms Zoho

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

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 is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Relay Inc.

Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.

Greg Szabo

Operations Manager, Zecomy

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, Blazesoft

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