Baton + Freshsales Classic

Create Baton projects from new Freshsales Classic deals

This Zapier integration will create Baton projects from new Freshsales Classic deals automatically.

When this happens...
New Deal
Triggers when a new deal is created.
TriggerScheduled
automatically do this!
Create Project
Creates a Project on Baton
ActionWrite

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write
- Project Status
Trigger
Scheduled
Try It
- Project TitleRequired
- Project Description
- Client Name
- Start Date
- Estimated Completion Date
- Annual Contract Value
- Implementation Budget
- Budget Shown to Client
- Estimated Duration
- Template
- Custom Fields