Freshsales integration

Fires whenever a new contact is created in Freshsales.

This trigger fires when an existing contact is updated in Freshsales

This trigger fires when a new account is created in Freshsales

This trigger fires when an existing account is updated in Freshsales

This trigger fires when a new deal is created in Freshsales

This trigger fires when an existing deal is updated in Freshsales

This trigger fires when a new custom module is created in Freshsales

This trigger fires when an existing custom module is updated in Freshsales

This trigger fires when a new task is created in Freshsales

This trigger fires when an existing task is updated in Freshsales

This trigger fires when a new appointment is created in Freshsales

This trigger fires when an existing appointment is updated in Freshsales

This trigger fires when a new sales activity is created in Freshsales

This trigger fires when an existing sales activity is updated in Freshsales

This trigger fires when a new product is added in Freshsales

This trigger fires when an existing product is updated in Freshsales

This action creates a new contact with the provided information

This action updates an existing contact with the provided information

This action fetches an existing contact using its Contact ID

This action deletes a contact using its Contact ID

This action upserts a contact based on Email Or External Id

This action creates a new account with the provided information

This action updates an existing account with the provided information

This action retrieves an account by its ID from Freshsales

This action deletes an account by its ID from Freshsales

This action upserts an account with the provided information

This action creates a new deal with the provided information

This action updates a deal with the provided information

This action fetches a deal using the deal ID

This action deletes a deal using the deal ID

This action creates a product in Freshsales CPQ

This action updates a product in Freshsales CPQ

This action fetches a product using the product ID

This action deletes a product by its ID from Freshsales

This action adds prices to a product in your Freshsales CRM

This action updates the prices of a product in your Freshsales CRM

This action deletes a specific price of a product in your Freshsales CRM by marking the pricing entry with _destroy: true

This action allows you to add one or more products to a deal in your Freshsales CRM. Maximum of 100 products can be added.

This action updates products of a deal. Passing only one product will remove other existing products and attach only the product passed.

This action removes all products from a deal in your Freshsales CRM by passing an empty array.

This action creates a task and associates it with a Contact, Account, or Deal

This action updates a task using the Task ID

Retrieves a single task from Freshsales using Task ID

Deletes a task from Freshsales CRM using Task ID

Creates an appointment and associates it with Contact, Account, or Deal

Updates an appointment in Freshsales CRM

Retrieve the details of an appointment in Freshsales CRM

This action deletes an appointment from Freshsales CRM using its ID

This action adds a note in Freshsales CRM

This action updates a note in Freshsales CRM

This action deletes an existing note in Freshsales CRM

This action creates a new CPQ document in Freshsales CRM

This action updates a CPQ document in Freshsales CRM

This action retrieves a CPQ document from Freshsales CRM

This action deletes a CPQ document from Freshsales CRM

This action adds products to an existing CPQ document

Modify quantity, discount, billing cycle, and pricing of products already added to a CPQ document.

This action deletes ALL products associated with a document.

This action retrieves the list of products associated with the given CPQ document.

Use this action to create a custom module with required details

Use this action to update the name, icon, description, or other optional details of a custom module

This action fetches the details of a custom module using its ID

This action deletes a custom module by its ID

Use this action to track sales activities related to contacts, deals, or accounts.

Use this action to update details of a sales activity.

Use this action to retrieve details of a specific sales activity by its ID.

Use this action to delete a specific sales activity by providing its ID.

Creates a new record in a selected Freshsales Custom module.

Updates a record in a selected Freshsales Custom module.

Retrieves a single record from a Freshsales Custom module.

Deletes a single record from a Freshsales Custom module.

This action gets deals by contact email from your Freshsales CRM

Add or remove team members associated with a specific contact.

Add or remove team members associated with a specific account.

Add or remove team members associated with a specific deal.

Clones a contact. By default all properties are copied. Optionally override specific fields.

Clones an account. By default all properties are copied. Optionally override specific fields.

Clones a deal. By default all properties are copied. Optionally override specific fields.

If a deal matching the unique identifier exists it will be updated; otherwise a new deal is created.

Retrieves all logged activities (calls, emails, notes, etc.) associated with a contact.

Sets the status of a task to completed (done).

Search deals using name or supported custom fields.

Search sales accounts using name or supported custom fields.

Search contacts in Freshsales using a specific field such as name, email, or supported custom fields.

Search for users, contacts, accounts, deals, or custom modules using a keyword. Results include matching names and emails.

Restores a soft-deleted product back to active status.

Restores a soft-deleted CPQ document back to active status.

Uploads and attaches a file document using either a public URL or base64 content.

Creates a link document and associates it with a contact, account, or deal.

Creates a new marketing list that contacts can be added to.

Updates the name or other properties of a marketing list.

Returns all contacts that are members of the specified marketing list.

Adds the specified contacts to the given marketing list.

Removes the specified contacts from the given marketing list.

Moves specified contacts (or all contacts) from the source list to a destination list. The contacts are removed from the source list.

Copies contacts from a source list (or specified IDs) to the destination list. The contacts remain in the source list.