BuyerAssist + Freshsales Suite

Create new opportunities in BuyerAssist for new Freshsales Suite contacts

Easily stay on top of your sales process by connecting Freshsales Suite and BuyerAssist. With this automation, whenever a new contact is added in Freshsales Suite, an opportunity will be created in BuyerAssist for that contact. Save time and improve sales efficiency by letting this workflow handle repetitive tasks for you.

When this happens...
Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerScheduled
automatically do this!
Create Opportunity
Creates a new Opportunity in BuyerAssist
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
New Assignee
Triggered when User Add or Update Task assignee.
Trigger
Instant
Try It
New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Trigger
Instant
Try It
New Contact
Triggered when a new contact is created in BuyerAssist.
Trigger
Instant
Try It
Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
Try It
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Write
- MSP IDRequired
- Milestone Template ID
- Milestone NameRequired
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Write
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company IDRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Contact IDRequired
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP IDRequired
- Task IDRequired
- Task Name
- Task Due Date
- Task Description
- is Internal
Action

BuyerAssist + Freshsales Suite

Create new opportunities in BuyerAssist for new Freshsales Suite contacts

Supported triggers and actions

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

New Assignee

New Opportunity

New Contact

Updated Task in Mutual Success Plan

Create Company

Create Milestone

Create Opportunity

Create User

Update Contact

Update Task