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

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Supported triggers and actions

What does this mean?

- 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

- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write

- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Search or write
Templates
Triggers when a new template is created
Trigger
Scheduled
Try It
- Title contains
Action
Search

- 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
- Client Name
- Start Date
- Estimated Completion Date
- Description
- Annual Contract Value
- Implementation Budget
- Budget Shown to Client
- Estimated Duration
- Template
Action
Write

About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

Help

Related categories

Project Management

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Baton + Freshsales Classic

Create Baton projects from new Freshsales Classic deals

New Account

New Deal

Filter NameRequired

New Task

Add Note to Deal

Update ByRequired

Enter Name / Deal IDRequired

NoteRequired

Add Note to Sales Account

Update ByRequired

Enter Name / Account IDRequired

NoteRequired

Create Contact

First Name

Last Name

Email

Mobile Number

Create Lead

First Name

Last NameRequired

Company Name

Email

Mobile Number

Delete Contact

Delete ByRequired

Enter Email / Contact IDRequired

Update Account

Update ByRequired

Enter Name / Account IDRequired

Update Deal

Update ByRequired

Enter Name / Deal IDRequired

Find Account

Account NameRequired

Find Lead

Find ByRequired

Email / Phone NORequired

Search the matching Leads

Find ByRequired

Email / Phone NORequired

First Name

Last NameRequired

Company Name

Email

Mobile Number

Templates

Search Template

Title contains

New Contact

Filter NameRequired

New Lead

Filter NameRequired

Add Note to Contact

Update ByRequired

Enter Email / Contact IDRequired

NoteRequired

Add Note to Lead

Update ByRequired

Enter Email / Lead IDRequired

NoteRequired

Create Account

Name

Create Deal

Name

Value 1

Value

Create or Update Contact

Update ByRequired

Enter Contact ID / Email ID / Phone NORequired

Lead Convert

Lead IDRequired

Update Contact

Update ByRequired

Enter Email / Contact IDRequired

Update Lead