Connect Cash Flow Portal and Freshsales Suite to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Cash Flow Portal with Freshsales Suite - no code necessary. See how you can get setup in minutes.
Select a trigger from Cash Flow Portal
A trigger is an event that starts your Zap and runs the workflow. For example, with Cash Flow Portal, a trigger could be "Create Contact."
Setup an action from Freshsales Suite
An action is what takes place after the automation is triggered. For example, with Freshsales Suite, the action could be "Add File."
That’s it! You just connected Cash Flow Portal to Freshsales Suite
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Cash Flow Portal and Freshsales Suite to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contact ID
- Email address
- Team
- First name
- Last name
- Add tags
- Remove tags
- Note
- Secondary email address
- Phone number
- Accreditation status
- Show offerings
- Marketing subscription
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
ActionWrite
- Email address
- Team
ActionSearch
Related categories
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier