Customers & Support

Freshsales

Freshsales is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more

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Supported
Triggers, Searches, Filters, and Actions

Search

Search Users

Searches through your Freshsales account for match.

Search

Search Leads

Searches through your Freshsales account for match.

Search

Search Users

Finds information about a specific user.

Search

Search Deals

Searches through your Freshsales account for match.

Search

Search Contacts

Searches through your Freshsales account for match.

Search

Search Accounts

Searches through your Freshsales account for match.

Search

List All Tasks

Lists all tasks on your Freshsales account.

Search

List All Sales activities

Lists all Freshsales activities on your account.

Search

List All Leads

Lists all leads on your Freshsales account.

Search

List All Files and Links

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

Search

List All Deals

Lists all deals on your Freshsales account.

Search

List All Contacts

Lists all contacts on your Freshsales account.

Search

List All Appointments

Lists all appointments on your Freshsales account.

Search

List All Accounts

Lists all accounts on your Freshsales account.

Trigger

Watch new Sales activities

Checks if new Sales activity was created.

Trigger

Watch new Leads

Checks if new lead was created.

Trigger

Watch new Deals

Checks if new deal was created.

Trigger

Watch new Contacts

Checks if new contact was created.

Trigger

Watch new Appointments

Checks if new appointment was created.

Trigger

Watch new Accounts

Checks if new account was created.

Trigger

New Lead

Triggers when a new lead is created.

Trigger

New Contact

Triggers when a new contact is created.

Trigger

New Deal

Triggers when a new deal is created.

Trigger

New Account

Triggers when a new account is created.

Action

View a Task

Views details of a specific task.

Action

View a Sales activity

Views details of a specific Freshsales activity.

Action

View an Appointment

Views details of a specific appointment.

Action

View an Account

Views details of a specific account.

Action

View a Lead

Views details of a specific lead.

Action

View a Deal

Views details of a specific deal.

Action

View a Deal

Views details of a specific deal.

Action

View a Contact

Views details of a specific contact.

Action

Update a Task

Updates a specific task.

Action

Update a Sales activity

Updates information of a specific Freshsales activity.

Action

Update a Note

Updates a specific note.

Action

Update an Appointment

Updates information of specific appointment.

Action

Update an Account

Updates information of specific account.

Action

Update a Lead

Updates information of a specific lead.

Action

Update a Lead

Updates information of a specific lead.

Action

Update a Deal

Updates information of a specific deal.

Action

Update a Contact

Updates information of specific contact.

Action

Delete a Task

Deletes a specific Task.

Action

Delete a Sales activity

Deletes a specific Freshsales activity.

Action

Delete a Note

Deletes a specific note.

Action

Delete an Appointment

Deletes a specific appointment.

Action

Delete an Account

Deletes a specific account.

Action

Delete a Lead

Deletes a specific lead.

Action

Delete a Deal

Deletes a specific deal.

Action

Delete a Contact

Deletes a specific contact.

Action

Create a Task

Creates a new task.

Action

Create a Sales activity

Creates new Freshsales activity.Create a Sales activity Creates new Freshsales activity.

Action

Create a Note

Creates a note for specific object.

Action

Create an Appointment

Creates a new appointment.

Action

Create an Account

Creates a new account.

Action

Create a Manual Call Log

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

Action

Create a Lead

Creates a new lead.

Action

Create a Deal

Creates a new deal.

Action

Create a Contact

Creates a new contact.

Action

Convert a Lead

Converts a lead to a contact.

Action

Add Note to Lead

Adds a note to a lead.

Action

Update Lead

Updates an existing lead.

Action

Create Lead

Creates a new lead.

Action

Create Contact

Creates a new contact.

Action

Update Contact

Updates an existing contact.

Action

Add Note to Contact

Adds a note to a contact.

Action

Lead Convert

Convert a Lead.

Action

Create Deal

Creates a new deal.

Action

Create Account

Creates a new account.

Available Datasets

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Frequently Asked Questions

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