Salesflare Salesflare Integrations

Freshsales and Salesflare

freshworks.com ↗

How to connect Freshsales

What you can automate

  • When new Accounts in Freshsales, create an account in Salesflare.
  • When new Appointments in Freshsales, create a meeting, then create a call in Salesflare.
  • When new Contacts in Freshsales, create a contact in Salesflare.
  • When new Deals in Freshsales, create an opportunity in Salesflare.
  • When new Leads in Freshsales, create a contact in Salesflare.
  • When new Sales Activities in Freshsales, create an opportunity, then create a contact in Salesflare.

Freshsales operations on Make

Triggers (8)

Start a workflow when this happens

  • Watch New Accounts — Checks if new account was created.
  • Watch New Appointments — Checks if new appointment was created.
  • Watch New Contacts — Checks if new contact was created.
  • Watch New Deals — Checks if new deal was created.
  • Watch New Events — Triggers when a webhook event occurs in a Freshsales Workflow.
Show 3 more triggers
  • Watch New Leads — Checks if new lead was created.
  • Watch New Sales Activities — Checks if new sales activity was created.
  • Watch New Tasks — Check if new task was created.

Actions (35)

Things Salesflare can make it do

  • Convert a Lead — Converts a lead to a contact.
  • Create a Contact — Creates a new contact.
  • Create a Deal — Creates a new deal.
  • Create a Lead — Creates a new lead.
  • Create a Manual Call Log — Creates a manual call log for new or existing lead/contact or an existing account.
Show 30 more actions
  • Create a Note — Creates a note for specific object.
  • Create a Sales Activity — Creates new Freshsales activity.
  • Create a Task — Creates a new task.
  • Create an Account — Creates a new account.
  • Create an Appointment — Creates a new appointment.
  • Delete a Contact — Deletes a specific contact.
  • Delete a Deal — Deletes a specific deal.
  • Delete a Lead — Deletes a specific lead.
  • Delete a Note — Deletes a specific note.
  • Delete a Sales Activity — Deletes a specific Freshsales activity.
  • Delete a Task — Deletes a specific Task.
  • Delete an Account — Deletes a specific account.
  • Delete an Appointment — Deletes a specific appointment.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Contact — Updates information of specific contact.
  • Update a Deal — Updates information of a specific deal.
  • Update a Lead — Updates information of a specific lead.
  • Update a Note — Updates a specific note.
  • Update a Sales Activity — Updates information of a specific Freshsales activity.
  • Update a Task — Updates a specific task.
  • Update an Account — Updates information of specific account.
  • Update an Appointment — Updates information of specific appointment.
  • Upload a File — Uploads and attach a file to a lead, contact, sales account or a deal.
  • View a Contact — Views details of a specific contact.
  • View a Deal — Views details of a specific deal.
  • View a Lead — Views details of a specific lead.
  • View a Sales Activity — Views details of a specific Freshsales activity.
  • View a Task — Views details of a specific task.
  • View an Account — Views details of a specific account.
  • View an Appointment — Views details of a specific appointment.

Searches (13)

Look up existing records

  • List All Accounts — Lists all accounts on your Freshsales account.
  • List All Appointments — Lists all appointments on your Freshsales account.
  • List All Contacts — Lists all contacts on your Freshsales account.
  • List All Deals — Lists all deals on your Freshsales account.
  • List All Files and Links — Lists all files and links attached to a specific lead, contact, account or deal.
Show 8 more searches
  • List All Leads — Lists all leads on your Freshsales account.
  • List All Sales Activities — Lists all Freshsales activities on your account.
  • List All Tasks — Lists all tasks on your Freshsales account.
  • Search Accounts — Searches through your Freshsales account for match.
  • Search Contacts — Searches through your Freshsales account for match.
  • Search Deals — Searches through your Freshsales account for match.
  • Search Leads — Searches through your Freshsales account for match.
  • Search Users — Searches through your Freshsales account for match.

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