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Freshsales + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshsales and Zoho CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
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  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Freshsales + Zoho CRM

  • Freshsales Zoho CRM

    Freshsales + Zoho CRM

    Create/Update Lead to Zoho CRM from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Freshsales Zoho CRM

    Freshsales + Zoho CRM

    Create/Update Contact to Zoho CRM from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Freshsales Zoho CRM

    Freshsales + Zoho CRM

    Create Module Entry to Zoho CRM from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Zoho CRM Create Module Entry
  • Freshsales Zoho CRM

    Freshsales + Zoho CRM

    Add Attachment in Zoho CRM when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Zoho CRM Add Attachment
  • Freshsales Zoho CRM

    Freshsales + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Contact
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + Zoho CRM in easier way

It's easy to connect Freshsales + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Freshsales & Zoho CRM Integrations Work

  1. Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshsales to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshsales and Zoho CRM

Freshsales

Freshsales is a sales automation platform that helps sales teams with their day to day operations. It’s also an all-in-one CRM, which means it can replace multiple other tops that are used by sales teams. You can record your leads, manage your customer support and even have live chat with your customers.

Zoho CRM

Zoho CRM is an end-to-end sales and marketing top that brings together email, calendar, social media and more into one single platform. It integrates with Freshsales and Salesforce, so you can use it for all your sales and marketing needs.

Integration of Freshsales and Zoho CRM

Integrating Freshsales and Zoho CRM allows users to do the fplowing:

  • Track Prospects. Both Freshsales and Zoho CRM offer ways for users to track prospects. From Freshsales, users can view their leads and add them to their account in Zoho CRM. They can then fplow up with them by sending them emails or scheduling calls or meetings. Likewise, users can draw on data from Zoho CRM to prepare for calls and meetings. They can add notes, record timings and even email themselves reminders to help them out when they’re on calls. This way they don’t have to switch between different tops.
  • Manage Your Leads. With the integration of Freshsales and Zoho CRM, you can seamlessly manage all your leads. You can create a new lead in Zoho CRM right from Freshsales and vice versa. You can also view all leads on a single platform without having to log into multiple accounts. This will save you a lot of time, especially if you need to find leads quickly.
  • Improve Customer Support. Since both Freshsales and Zoho CRM come with live chat, you can easily bridge the gap between online and offline sales. When a sales lead connects with you through live chat, you can automatically add them to your contact list in Zoho CRM as well as schedule a call with them later on. This way you won’t lose any leads who connect with you digitally. Plus, since Freshsales comes with a full-featured service desk, you can handle all customer support related queries directly from your Freshsales dashboard.

Benefits of Integration of Freshsales and Zoho CRM

Freshsales and Zoho CRM are designed to work together seamlessly. For example, when a customer sends an email or messages you through social media, you can automagically add them to your contact list in Zoho CRM. You can then see who has already added them to their contact lists and who hasn’t. Pretty neat, right? Here are some other benefits of integrating Freshsales and Zoho CRM:

  • All your data in one place. We’ve already talked about how users can integrate their data from Freshsales and Zoho CRM on a single platform. But what’s really great about this is that all the data is searchable too! Users can search through their contacts, leads and notes using a single search box. This way they don’t have to rely on multiple tabs or even make use of complex filters to find what they are looking for.
  • Save time & money. By integrating Freshsales and Zoho CRM you not only save time but also save money. You don’t have to pay for separate tops like customer support software or customer relationship management software because it comes at no extra cost with Freshsales! In fact, it’s free to use! So go ahead and give it a try!
  • Centralize customer data. One of the biggest challenges faced by sales managers today is the difficulty of cplecting customer information. Many times they have to go through several emails or even manually enter customer data into a spreadsheet just to get access to basic information such as name or company name. With the integration of Freshsales and Zoho CRM, this problem is a thing of the past! Now users can simply click on any customer on any webpage or document within the two platforms in order to get their complete customer information at their fingertips! This makes it easier for them to interact with customers better and build stronger relationships with them over time!

The process to integrate Freshsales and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.