Freshsales Classic and Salesflare
How to connect Freshsales Classic
- Via Zapier — 25 operations available. Set it up ↗
What you can automate
- When new Account in Freshsales Classic, find or create account in Salesflare.
- When new Contact in Freshsales Classic, find or create contact in Salesflare.
- When new Deal in Freshsales Classic, create opportunity in Salesflare.
- When new Lead in Freshsales Classic, find or create contact in Salesflare.
- When new Task in Freshsales Classic, create task in Salesflare.
- When new Account in Salesflare, create Account in Freshsales Classic.
About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Freshsales Classic operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Account — Triggers when a new account is created.
- New Contact — Triggers when a new contact is created.
- New Deal — Triggers when a new deal is created.
- New Lead — Triggers when a new lead is created.
- New Task — Triggers when a new task is created.
Actions (17)
Things Salesflare can make it do
- Add Note to Contact — Adds a note to a contact.
- Add Note to Deal — Adds a note to a deal.
- Add Note to Lead — Adds a note to a lead.
- Add Note to Sales Account — Adds a note to a sales account.
- Create Account — Creates a new account.
Show 12 more actions
- Create Contact — Creates a new contact.
- Create Deal — Creates a new deal.
- Create Lead — Creates a new lead.
- Create or Update Contact — Updates the existing contact or creates the new contact if contact doesn't exist
- Delete Contact — Delete an existing contact.
- Lead Convert — Convert a Lead.
- Search the matching Contacts — Search the matching Contacts
- Search the matching Leads — Find an existing lead by email.
- Update Account — Updates an existing account.
- Update Contact — Updates an existing contact; if not found, it will create a new one.
- Update Deal — Updates an existing deal.
- Update Lead — Updates an existing lead; if not found, it will create a new one.
Searches (3)
Look up existing records
- Find Account — Find an existing account by name.
- Find Contact — Find an existing contact by email.
- Find Lead — Find an existing lead by email.
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