Ziwo + Freshsales Classic Integrations

How to connect Ziwo + Freshsales Classic

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Supported triggers and actions

What does this mean?

Admin - Call a Number Into IVR
Calls a phone number into an IVR
Action
Write
Admin - Call a Number Into Queue
Triggers a call to the Queue and link to the target customer number
Action
Write
Admin - Call a Number to Deliver TTS Message
Call a phone number and deliver a TTS message
Action
Write
Agent - Call a Number
Call a number using the logged in agent. Outputs true When call is generated, false if agent is offline. Requires agent account
Action
Write
Admin - Call a Number Using an Agent
Calls a number using the an agent id. Requires Admin login.
Action
Write
New Account
Triggers when a new account is created.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Freshsales Classic
Triggers when a new lead is created.
Scheduled
Trigger
Freshsales Classic
Adds a note to a contact.
Scheduled
Action
Freshsales Classic
Adds a note to a deal.
Scheduled
Action
Freshsales Classic
Adds a note to a lead.
Scheduled
Action
Freshsales Classic
Adds a note to a sales account.
Scheduled
Action
Freshsales Classic
Creates a new account.
Scheduled
Action
Freshsales Classic
Creates a new contact.
Scheduled
Action
Freshsales Classic
Creates a new deal.
Scheduled
Action
Freshsales Classic
Creates a new lead.
Scheduled
Action
Freshsales Classic
Delete an existing contact.
Scheduled
Action
Freshsales Classic
Convert a Lead.
Scheduled
Action
Freshsales Classic
Updates an existing account.
Scheduled
Action
Freshsales Classic
Updates an existing contact.
Scheduled
Action
Freshsales Classic
Updates an existing deal.
Scheduled
Action
Freshsales Classic
Updates an existing lead.
Scheduled
Action
Freshsales Classic
Find an existing account by name.
Scheduled
Action
Freshsales Classic
Find an existing contact by email.
Scheduled
Action
Freshsales Classic
Find an existing lead by email.
Scheduled
Action
Freshsales Classic
Search the matching Contacts
Scheduled
Action
Freshsales Classic
Search the matching Leads
Scheduled
Action

How Ziwo + Freshsales Classic Integrations Work

Step 1: Authenticate Ziwo and Freshsales Classic.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.