Freshsales Classic and Salesflare

How to connect Freshsales Classic

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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