Freshservice + Zoho CRM

Create Freshservice requesters from new or updated Zoho CRM contacts

Keep your Zoho CRM contacts and Freshservice requesters in sync with this seamless workflow. Whenever there's a new or updated contact in your Zoho CRM, this automation will create a requester in Freshservice with the same details. Save time and stay organized by ensuring your customer information is always up-to-date across both platforms.

When this happens...
New or Updated Contact
Triggers when a new contact 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.
TriggerScheduled
automatically do this!
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?

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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
New User
Triggers when a new User is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
Try It
- SubjectRequired
- EmailRequired
- DescriptionRequired
- Priority
- CC Emails
- Ticket StatusRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Lead
Triggers when a new lead 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
New or Updated Contact
Triggers when a new contact 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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
New Ticket
Triggers when there is a new ticket is created in Freshservice.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket NoRequired
- NotesRequired
- PrivateRequired
Action
Write
- First NameRequired
- Last Name
- Job Title
- Primary EmailRequired
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information
Action
Write

About Freshservice

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

Help

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About Zoho CRM

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

Help

Related categories

Similar apps

Related Zap Templates

Create Freshservice requesters from new Zoho CRM contacts

Related Zap Templates

Create Freshservice requesters from new Zoho CRM contacts

Freshservice + Zoho CRM

Create Freshservice requesters from new or updated Zoho CRM contacts

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry

Trigger

duplicate check fields

Find Module Entry

Optional Copy

Field name 2

Value 2

Create Module Entry

Optional Copy

Field name 2

Value 2

Trigger

New User

Update User

Create Ticket

Priority

CC Emails

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Trigger

Update Related Module Entry

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Module Entries

Optional Copy

Field name 2

Value 2

New Ticket

Update Ticket

Add Notes to a Ticket

Create Requester

Last Name

Job Title

Mobile Phone Number

Work Phone Number

Address

Background Information

About Freshservice

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates