Integrate Freshsales with Autopilot
Send information between Freshsales and Autopilot automatically, without writing any code, using Zoho Flow.
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Create a new contact in Autopilot whenever a new contact is created in Freshsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Autopilot whenever a new contact is added 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 Autopilot.
Create a new contact in Autopilot whenever a new contact is created in Freshsales
Freshsales + Autopilot
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Supported triggers and actions
Integrate Freshsales and Autopilot 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 lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New contact
Triggers when a new contact is added
Contact added to list
Triggers when a contact is added to the selected list
Contact removed from list
Triggers when a contact is removed from the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Create lead
Creates a new lead
Add note to contact
Adds a note to the selected contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing lead by email
Create contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Delete contact
Deletes the selected contact
Unsubscribe contact
Unsubscribes the selected contact from all emails
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 Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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, Yellow Africa
Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, Innoliving
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, Relay Inc.
