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.

When this happens...
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.
TriggerPolling
automatically do this!
Create Requester
Allows you to create a Requester in Freshservice for your support domain.
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Supported triggers and actions

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
Polling
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
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
- DescriptionRequired
- Ticket StatusRequired
- Type
- EmailRequired
- CC Emails
- Category
- Priority
- Urgency
- Impact
- Department
- Group
- Source
Action
Write
- Ticket
- Approval TypeRequired
- ApproverRequired
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
Polling
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
Polling
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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
Updated 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
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Freshservice

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

Related categories

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Related categories

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Related Zap Templates

Create Freshservice requesters from new or updated Zoho CRM contacts

Related Zap Templates

Create Freshservice requesters from new or updated Zoho CRM contacts

Freshservice + Zoho CRM

Create Freshservice requesters from new Zoho CRM contacts

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New User

Update User

Create Ticket

Request Ticket Approval

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

New Ticket

Updated Ticket

Add Notes to a Ticket

Create Requester

API Request (Beta)

About Freshservice

Related categories

About Zoho CRM

Related categories

Similar apps

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Related Zap Templates

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