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Freshsales Classic + Zoho Forms

Add notes to Freshsales Classic contacts for new Zoho Forms entries

Effortlessly keep track of new entries in your Zoho Forms by adding notes to Freshsales Classic contacts with this seamless workflow. Whenever there's a new form entry in Zoho Forms, this automation will add a note to the associated contact in Freshsales Classic. Stay organized, save time, and ensure that crucial information from form submissions is easily accessible within your CRM.

Effortlessly keep track of new entries in your Zoho Forms by adding notes to Freshsales Classic contacts with this seamless workflow. Whenever there's a new form entry in Zoho Forms, this automation will add a note to the associated contact in Freshsales Classic. Stay organized, save time, and ensure that crucial information from form submissions is easily accessible within your CRM.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

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

    Adds a note to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Freshsales Classic triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Update ByRequired

    • Enter Email / Contact IDRequired

    • NoteRequired

    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-forms logo
zoho-forms logo

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.

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