Freshservice + Zoho CRM

Create Freshservice requesters from new Zoho CRM contacts

Effortlessly integrate Zoho CRM and Freshservice with this seamless workflow. When you add a new contact in Zoho CRM, a requester will be created in Freshservice, streamlining communication and ensuring your support team is always up-to-date with the latest customer information. Save time and enhance collaboration between your sales and support teams with this efficient automation.

Effortlessly integrate Zoho CRM and Freshservice with this seamless workflow. When you add a new contact in Zoho CRM, a requester will be created in Freshservice, streamlining communication and ensuring your support team is always up-to-date with the latest customer information. Save time and enhance collaboration between your sales and support teams with this efficient automation.

  1. When this happens...
    Zoho CRMZoho CRM
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    FreshserviceFreshservice
    Create Requester

    Allows you to create a Requester in Freshservice for your support domain.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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About Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.

Related categories

  • Server Monitoring
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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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