Freshsales Suite and Salesflare

How to connect Freshsales Suite

What you can automate

  • When contacts Added to a List in Freshsales Suite, find or create contact in Salesflare.
  • When deal Updated in Freshsales Suite, create opportunity in Salesflare.
  • When new Account in Freshsales Suite, find or create account in Salesflare.
  • When account Updated in Freshsales Suite, find or create account in Salesflare.
  • When contact Updated in Freshsales Suite, find or create contact in Salesflare.
  • When new Contact in Freshsales Suite, find or create contact in Salesflare.

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Freshsales Suite operations on Zapier

Triggers (7)

Start a workflow when this happens

  • Account Updated — Triggers when an account is updated and retrieves 1,000 records in a single polling.
  • Contact Updated — Triggers when a contact is updated and retrieves 1,000 records in a single polling.
  • Contacts Added to a List — Triggers when a contact is added to a list. This feature is available exclusively in the Freshsales suite and Freshmarketer, capable of retrieving 1,000 records in a single polling.
  • Deal Updated — Triggers when a deal is updated and retrieves 1,000 records in a single polling.
  • New Account — Triggers when a new account is created and retrieves 1,000 records in a single polling.
Show 2 more triggers
  • New Contact — Triggers when a new contact is created and retrieves 1,000 records in a single polling.
  • New Deal — Triggers when a new deal is created and retrieves 1,000 records in a single polling.

Actions (16)

Things Salesflare can make it do

  • Add File — Adds a file to selected module records.
  • Add Note — Creates a note in the selected Module inside Freshsales Suite
  • Add Note to Contact — Adds a note to a contact.
  • Create Account — Creates a new account.
  • Create Contact — Creates a new contact.
Show 11 more actions
  • Create Custom Sales Activity — This action will help to create a custom sales activity for given deal.
  • Create Deal — Creates a new deal.
  • Create Meeting — Add a meeting to the selected module
  • Create Task — Add a Task to the selected module
  • Create a Marketing Event — Creates a Marketing Event and this action will function only for Freshsales Suite and Freshmarketer account.
  • Create a Record on Custom Module — Creates a new record on custom module.
  • Search the matching Account — Find an existing account.
  • Search the matching Contacts — Find an existing contact.
  • Update Account — Updates an existing account.
  • Update Contact — Updates an existing contact.
  • Update Deal — update an existing deal

Searches (4)

Look up existing records

  • Find Account — Find an existing account.
  • Find Contact by Unique Fields — Find an existing contact.
  • Find Deal — Search an existing Deal.
  • Find User — Search an existing User with the matching email ID.

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