Flow.ly automates your processes by merging Triggers and Actions to complete an action easily in one application while triggering a change in another application.
1. Update Contact: Triggers when an existing Freshsales contact is updated.
1. Create Contact: Create a new Freshsales contact from Flow.ly
2. Create Lead: Create a new lead in Freshsales
3. Create Account: Create a new Account in Freshsales
4. Create Deal: Create a new deal in Freshsales
Flow.ly and Freshsales can keep you and your business on top of your customer’s view by generating Freshsales tickets when customers fill out forms online, by creating a new company on Freshsales, and by creating a new contact easily.
To configure the Freshsales connector in Flow.ly
1. Login to Flow.ly using your credentials.
2. Search for Freshsales in the Apps section in Flow.ly
3. Authenticate Freshsales in Flow.ly using your Email Address, Password and your Freshsales instance URL.
4. Go to Workflow section to configure and customise workflows with Freshsales and other apps.