Connect Docupilot and Freshsales integrations
Connect Docupilot and Freshsales with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docupilot and Freshsales to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Create document from selected template
Converts a lead to a contact.
Creates a new contact.
Creates a new deal.
Creates a new lead.
Creates a manual call log for new or existing lead/contact or an existing account.
Creates a new account.
Creates a new appointment.
Creates a note for specific object.
Creates new Freshsales activity.
Creates a new task.
Deletes a specific contact.
Deletes a specific deal.
Deletes a specific lead.
Deletes a specific account.
Deletes a specific appointment.
Deletes a specific note.
Deletes a specific Freshsales activity.
Deletes a specific Task.
Performs an arbitrary authorized API call.
Updates information of specific contact.
Updates information of a specific deal.
Updates information of a specific lead.
Updates information of specific account.
Updates information of specific appointment.
Updates a specific note.
Updates information of a specific Freshsales activity.
Updates a specific task.
Uploads and attach a file to a lead, contact, sales account or a deal.
Views details of a specific contact.
Views details of a specific deal.
Views details of a specific lead.
Views details of a specific account.
Views details of a specific appointment.
Views details of a specific Freshsales activity.
Views details of a specific task.
Lists all accounts on your Freshsales account.
Lists all appointments on your Freshsales account.
Lists all contacts on your Freshsales account.
Lists all deals on your Freshsales account.
Lists all files and links attached to a specific lead, contact, account or deal.
Lists all leads on your Freshsales account.
Lists all Freshsales activities on your account.
Lists all tasks on your Freshsales account.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.
Searches through your Freshsales account for match.
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Build your Docupilot and Freshsales integrations.
Create custom Docupilot and Freshsales workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Converts a lead to a contact.
Creates a new contact.
Creates a new deal.
Create document from selected template
Creates a new lead.
Creates a manual call log for new or existing lead/contact or an existing account.
Creates a note for specific object.
Creates new Freshsales activity.
Creates a new task.
Popular Docupilot and Freshsales workflows.
Looking to get more out of Docupilot and Freshsales? With Make you can visually integrate Docupilot and Freshsales into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create contacts in Freshsales from new leads in Facebook Lead Ads
Automatically convert new Facebook Lead Ads leads into Freshsales contacts, ensuring no potential customer is missed in your sales pipeline.
TRY IT ->Create Freshworks CRM contacts from new Typeform form submissions
Every time someone fills out your Typeform form, Make will automatically create a new Freshworks CRM contact.
TRY IT ->Create Colligso TextIn customers from Freshsales contacts
Every time a new Freshsales contact is created, Make will automatically create a new Colligso TextIn customer.
TRY IT ->Send new Freshsales deals to Databox
Make will automatically track new deals created in Freshsales and update that information in Databox.
TRY IT ->Send new Freshsales leads to Databox
Whenever a new lead is created in Freshsales, Make will automatically push that information to Databox.
TRY IT ->Send new Freshsales contacts to Databox
If a new contact is created in your Freshsales account, Make will update a corresponding report in Databox.
TRY IT ->Generate Docupilot documents from Airtable records
This template helps you create a Personalized document for each record matching a specific keyword in Airtable. This template requires to make a copy of this [airtable model](https://airtable.com/templates/entrepreneurship/expQrNqXl4bUBrb8B/fundraising-crm).
TRY IT ->Create Docupilot product sheets for all Shopify items
Let Make create automatically a Product Sheet for every item in your Shopify store. This template requires to make a copy of this [example document](https://drive.google.com/file/d/1k7eYWN91FsW_xRcSikTsQr74OVJ2vw45/view?usp=sharing) and to upload it as a template on Docupilot.
TRY IT ->Create Docupilot invoices automatically from new Google Sheets rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create an invoice from a Docupilot template. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1_9c7rHfebaiBR5llkuOcGxK0WgY7z6j9H6M9I3dujAE/edit?usp=sharing).
TRY IT ->
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