Zoho CRM + Freshservice Integration

Connect Zoho CRM to Freshservice - Automate your workflows in 1-click

Make use of Zoho CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Freshservice automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Skip the manual back and forth! Easily automate the flow of data between Zoho CRM & Freshservice using Integrately.
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Freshservice + Zoho CRM Integration

Create Zoho CRM contact from new Freshservice ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Zoho CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Zoho CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Zoho CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Zoho CRM + Freshservice Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM

    Triggers the automation when a new contact is created

  • Zoho CRM
    Contact is updated in Zoho CRM

    Triggers the automation when a contact is updated

  • Zoho CRM
    Module entry is created/updated in Zoho CRM

    Triggers the automation when a module entry is created or updated

    Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM

    Triggers the automation when any module entry is modified

    Instant
  • Zoho CRM
    Module entry is added in Zoho CRM

    Triggers the automation when a new entry is added to a module

    Instant
  • Zoho CRM
    Lead is created in Zoho CRM

    Triggers the automation when a new lead is created

  • Zoho CRM
    Lead is updated in Zoho CRM

    Triggers the automation when the lead information is updated

  • Zoho CRM
    User is created in Zoho CRM

    Triggers the automation when a new user is created

  • Freshservice
    Ticket is created in Freshservice

    Triggers the automation when a new ticket is created

  • Freshservice
    Ticket is updated in Freshservice

    Triggers the automation when a ticket is modified

  • Freshservice
    Requester is created in Freshservice

    Triggers the automation when a new requester is created

  • Freshservice
    Requester is updated in Freshservice

    Triggers the automation when a requester is updated

2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM

    Adds an attachment to an email or message

  • Zoho CRM
    Create module entry in Zoho CRM

    Creates a new entry in a module

  • Zoho CRM
    Create or Update Module Entry in Zoho CRM

    Creates or updates an entry in a module

  • Zoho CRM
    Update module entry in Zoho CRM

    Updates the information for a module entry

  • Zoho CRM
    Search module entry in Zoho CRM

    Searches for a module entry

  • Zoho CRM
    Get module entry by Id in Zoho CRM

    Retrieves a module entry using its id

  • Zoho CRM
    Create or Update Contact in Zoho CRM

    Adds or update contact information

  • Zoho CRM
    Search contact in Zoho CRM

    Finds and retrieves contact information

  • Zoho CRM
    Convert lead in Zoho CRM

    Convert potential leads into customers

  • Zoho CRM
    Search lead in Zoho CRM

    Retrieves information for a particular lead

  • Zoho CRM
    Add note to module entry in Zoho CRM

    Adds a note to a module entry

  • Zoho CRM
    Add tag in Zoho CRM

    Adds tags to particular items based on predefined criteria

  • Freshservice
    Create ticket in Freshservice

    Generates a new ticket

  • Freshservice
    Create requester in Freshservice

    Generates new requester profiles with particular parameters

  • Freshservice
    Get requester by ID in Freshservice

    Retrieves a requester's information using their unique id

  • Freshservice
    Get agent by ID in Freshservice
  • Freshservice
    Get group by ID in Freshservice

    Retrieves a group by its id

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You Can Also Connect Zoho CRM or Freshservice With 1200+ Other Apps

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ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations
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Freshservice is an IT service management software that has been built with the intention of providing real-time visibility into the lifecycle of helpdesk tickets and support activity at a granular level.

See Freshservice Integrations

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