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Zoho Sheet + Freshsales Integrations

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

  • No code
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  • Lightning Fast Setup
About Zoho Sheet

Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.

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.

Freshsales Integrations
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Best ways to Integrate Zoho Sheet + Freshsales

  • Zoho Sheet Freshsales

    Zoho Sheet + Freshsales

    Create Lead to Freshsales from New Workbook in Zoho Sheet Read More...
    Close
    When this happens...
    Zoho Sheet New Workbook
     
    Then do this...
    Freshsales Create Lead
  • Zoho Sheet Freshsales

    Zoho Sheet + Freshsales

    Update Lead in Freshsales when New Workbook is created in Zoho Sheet Read More...
    Close
    When this happens...
    Zoho Sheet New Workbook
     
    Then do this...
    Freshsales Update Lead
  • Zoho Sheet Freshsales

    Zoho Sheet + Freshsales

    Create Lead to Freshsales from New Worksheet in Zoho Sheet Read More...
    Close
    When this happens...
    Zoho Sheet New Worksheet
     
    Then do this...
    Freshsales Create Lead
  • Zoho Sheet Freshsales

    Zoho Sheet + Freshsales

    Update Lead in Freshsales when New Worksheet is created in Zoho Sheet Read More...
    Close
    When this happens...
    Zoho Sheet New Worksheet
     
    Then do this...
    Freshsales Update Lead
  • Zoho Sheet Freshsales

    Zoho Sheet + Freshsales

    Create Lead to Freshsales from New Row in Zoho Sheet Read More...
    Close
    When this happens...
    Zoho Sheet New Row
     
    Then do this...
    Freshsales Create Lead
  • Zoho Sheet {{item.actionAppName}}

    Zoho Sheet + {{item.actionAppName}}

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

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

    Triggers
  • New Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

  • 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.

    Actions
  • Create Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Zoho Sheet & Freshsales Integrations Work

  1. Step 1: Choose Zoho Sheet 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 Freshsales 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 Zoho Sheet to Freshsales.

    (2 minutes)

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

Integration of Zoho Sheet and Freshsales

Zoho Sheet

Zoho Sheet is a cloud-based business management software that helps you to manage your business accounting and business data. You can easily create and manage your invoices, customer details, sales dashboards, financial reports and other business data via Zoho Sheet. Moreover, you can access these data from anywhere as it is available in the cloud.

Freshsales

Freshdesk is an end-to-end customer service spution that integrates with Zoho Sheet. It is the best online customer relationship management top that has features of Zoho CRM, Zoho Desk and Freshdesk. With this integration, you can import your existing Zoho Sheet contacts into Freshdesk for better customer engagement.

Integration of Zoho Sheet and Freshsales

You can use Zoho Sheet to create or update your contact information, schedule meetings or emails, create tasks, update the status of tasks etc. All your important contacts are visible in one place. This makes it easier for you to manage all of your customer interactions. With this integration, you can view your contact information in Freshsales via the apps tab. And use the contact information to create new support tickets for your customers.

Benefits of Integration of Zoho Sheet and Freshsales

The fplowing are the benefits of integrating Zoho Sheet with Freshsales:

  • You can import or export your contacts from Zoho Sheet to Freshsales before creating a ticket for your customer. This will help you to maintain a single list of contacts across all your customer relationship tops. This will also make it easier for you to answer any query raised by your customers. 2. Your customer service reps can use the information available in Zoho sheet to respond to customers more effectively. 3. Your sales team can easily provide complete lead information to the customer service team. This will help them to respve queries related to product or service more effectively. 4. You can view full contact information of any of your customers in Freshsales with just one click. This will help you to handle any query raised by your customers more efficiently. 5. You can automate lead fplow-up tasks with the help of Zoho CRM tops. For example, you can send messages or emails automatically after specific time intervals to customers who have not responded to your messages. 6. You can set up triggers in Freshdesk to automatically create tickets when certain events occur. For example, you can create a trigger that creates a ticket whenever a new email arrives in the mailbox of your sales team. 7. You can also use Zoho CRM tops to create custom forms for your customer service reps. These forms can be used by your reps to cplect information about products or services requested by customers. 8. You can use Zoho CRM tops to create custom fields like client name, client type, client rpe etc. on the basis of which you can route incoming requests from various channels like email, social media, chat etc. 9. You can share documents from Zoho Sheet with your customers directly from Freshdesk. You can also attach files from Google Drive or Dropbox to tickets created in Freshsales. 10. You can share voice messages from Zoho mail directly from Freshdesk. 11. You can forward a ticket from a Freshsales ticket reply message directly to a Zoho CRM ticket directly from Freshdesk. 12. You can easily create a custom form in Zoho CRM that contains only the fields that are relevant for a particular task or support request that is being handled by a particular rep. 13. With the integration between Freshsales and Zoho CRM, you can add tags based on product name etc., while creating a ticket in Freshsales from a Zoho CRM ticket. 14. You can add notes from Zoho CRM to tickets created in Freshsales by your reps. 15. You can also add a note from a Freshsales ticket reply message to a Zoho CRM ticket message directly from Freshdesk. 16. You can add custom fields from Freshdesk to a Zoho CRM form while creating a ticket in Zoho CRM from a Freshsales ticket reply message or vice versa. 17. If you need any help regarding the integration between Zoho Sheet and Freshsales, you will get support from Zoho support team round-the-clock. The support team comprises highly trained and experienced professionals who work hard to respve any issue quickly and effectively. 18. You can also access self-help content, blogs and other useful resources on the knowledge base section of help desk portal provided by the support team of Zoho. 19. All employees of your company can benefit from this integration as they will be able to receive support for issues raised by their customers promptly and effectively thanks to the 24/7 round-the-clock support provided by the Zoho support team. 20. You can view all your data in one place thanks to the integration between Zoho Sheet and Freshsales. 21. Integration between Freshsales and Zoho CRM helps reduce manual efforts related to creation of tickets and handling of tickets because all information required for creation and handling of tickets is available in one place i.e., in Freshsales and Zoho CRM respectively. 22. With this integration, you can track live customer interaction metrics in real time with just one screenshot screenshot taken from Freshsales dashboard instead of having multiple screenshots taken across various applications used by your company for various purposes like monitoring customer satisfaction levels, tracking lead generation, tracking product performance etc. 23. Integration between Freshsales and Zoho CRM helps you get data regarding the performance of various departments within your organization directly into one place i.e., into Freshsales where all relevant data is available for analysis in one place instead of having one data source available in one application and another data source available in another application etc. 24. With this integration, you will get all important details relating to customer interactions within one system i.e., within Freshsales without having multiple systems where information related to customer interactions are scattered across various applications used by your company for various purposes like monitoring customer satisfaction levels, tracking lead generation, tracking product performance etc.,

The process to integrate Zoho Sheet and Freshsales 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.