Freshsales Suite and Salesflare
How to connect Freshsales Suite
- Via Zapier — 27 operations available. Set it up ↗
What you can automate
- When contacts Added to a List in Freshsales Suite, find or create contact 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.
- When new Deal in Freshsales Suite, create opportunity 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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