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Freshsales Classic + Zoho Campaigns

Add notes to Freshsales Classic deals for new Zoho Campaigns contacts

Effortlessly keep track of new contacts from your Zoho Campaigns with this seamless workflow. When a new contact is added in Zoho Campaigns, a note will be automatically created and attached to the corresponding deal in Freshsales Classic. Stay organized and updated on your contacts without any manual work, making sure your sales process runs smoothly.

Effortlessly keep track of new contacts from your Zoho Campaigns with this seamless workflow. When a new contact is added in Zoho Campaigns, a note will be automatically created and attached to the corresponding deal in Freshsales Classic. Stay organized and updated on your contacts without any manual work, making sure your sales process runs smoothly.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Add Note to Deal

    Adds a note to a deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier