Freshsales

Freshsales

Create your customized scenario with Integromat. Automate repetitive tasks involved in using Freshsales and make your work easier.

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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Freshsales integrations

Create Freshsales leads from new rows on a Google Sheets spreadsheet

Create Freshsales leads from new rows on a Google Sheets spreadsheet

Every time you add a new row to your Google Sheets spreadsheet, Integromat will automatically create a new lead in Freshsales. The template uses this example spreadsheet.

Send Slack messages for new Freshsales leads

Send Slack messages for new Freshsales leads

Every time a new lead is created in Freshsales, Integromat will automatically send a message with that lead's info to a Slack channel of your choice.

Add new MailChimp subscribers to Freshsales as leads

Add new MailChimp subscribers to Freshsales as leads

Every time a new subscriber is added to your MailChimp list, Integromat will automatically create a new lead in Freshsales.

Create Freshsales leads from new Google Forms responses

Create Freshsales leads from new Google Forms responses

Every time you receive a new response on your Google Form, Integromat will automatically create a new lead in Freshsales.

Create Freshsales leads from new Typeform entries

Create Freshsales leads from new Typeform entries

Every time someone fills out your Typeform form, Integromat will automatically create a new lead in Freshsales.

Create Freshsales leads from new Wufoo form responses

Create Freshsales leads from new Wufoo form responses

Every time someone fills out your Wufoo form, Integromat will automatically create a new lead in Freshsales.

Add new Freshsales appointments to your Google Calendar as events

Add new Freshsales appointments to your Google Calendar as events

Every time a new appointment is created in Freshsales, Integromat will automatically create a new event in your Google Calendar.

Add new Google contacts to Freshsales

Add new Google contacts to Freshsales

Every time a new contact is created in Google contacts, Integromat will automatically create a new contact in Freshsales.

Send new Freshsales contacts to Google Contacts

Send new Freshsales contacts to Google Contacts

Every time a new contact is created in Freshsales, Integromat will automatically add that contact to Google Contacts.

Triggers

Freshsales

Watch new Accounts

Checks if new account was created.

Freshsales

Watch new Appointments

Checks if new appointment was created.

Freshsales

Watch new Contacts

Checks if new contact was created.

Freshsales

Watch new Deals

Checks if new deal was created.

Freshsales

Watch new Leads

Checks if new lead was created.

Freshsales

Watch new Sales activities

Checks if new Sales activity was created.

Actions

Freshsales

Convert a Lead

Converts a lead to a contact.

Freshsales

Create a Contact

Creates a new contact.

Freshsales

Create a Deal

Creates a new deal.

Freshsales

Create a Lead

Creates a new lead.

Freshsales

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshsales

Create an Account

Creates a new account.

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Create an Appointment

Creates a new appointment.

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Create a Note

Creates a note for specific object.

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Create a Sales activity

Creates new Freshsales activity.

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Create a Task

Creates a new task.

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Delete a Contact

Deletes a specific contact.

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Delete a Deal

Deletes a specific deal.

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Delete a Lead

Deletes a specific lead.

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Delete an Account

Deletes a specific account.

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Delete an Appointment

Deletes a specific appointment.

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Delete a Note

Deletes a specific note.

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Delete a Sales activity

Deletes a specific Freshsales activity.

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Delete a Task

Deletes a specific Task.

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Update a Contact

Updates information of specific contact.

Freshsales

Update a Deal

Updates information of a specific deal.

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Update a Lead

Updates information of a specific lead.

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Update an Account

Updates information of specific account.

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Update an Appointment

Updates information of specific appointment.

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Update a Note

Updates a specific note.

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Update a Sales activity

Updates information of a specific Freshsales activity.

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Update a Task

Updates a specific task.

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View a Contact

Views details of a specific contact.

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View a Deal

Views details of a specific deal.

Freshsales

View a Lead

Views details of a specific lead.

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View an Account

Views details of a specific account.

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View an Appointment

Views details of a specific appointment.

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View a Sales activity

Views details of a specific Freshsales activity.

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View a Task

Views details of a specific task.

Searches

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List All Accounts

Lists all accounts on your Freshsales account.

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List All Appointments

Lists all appointments on your Freshsales account.

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List All Contacts

Lists all contacts on your Freshsales account.

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List All Deals

Lists all deals on your Freshsales account.

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List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

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List All Leads

Lists all leads on your Freshsales account.

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List All Sales activities

Lists all Freshsales activities on your account.

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List All Tasks

Lists all tasks on your Freshsales account.

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Search Accounts

Searches through your Freshsales account for match.

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Search Contacts

Searches through your Freshsales account for match.

Freshsales

Search Deals

Searches through your Freshsales account for match.

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Search Leads

Searches through your Freshsales account for match.

Freshsales

Search Users

Searches through your Freshsales account for match.

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