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Connect Cling and Freshsales Suite to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Cling with Freshsales Suite - no code necessary. See how you can get setup in minutes.

Select a trigger from Cling

A trigger is an event that starts your Zap and runs the workflow. For example, with Cling, a trigger could be "Document Accepted."
A trigger is the event that kicks off your automated workflow.

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."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cling to Freshsales Suite

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cling to Freshsales Suite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Cling 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Cling triggers, actions, and search
    Document Accepted

    Triggers when a document changes status to accepted.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Denied

    Triggers when a document changes status to denied.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Sent

    Triggers when a document changes status to sent.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Accepted PDF

    Triggers when a PDF is available after a document was accepted

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Expired

    Triggers when a document changes status to expired.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Viewed

    Triggers when a client views the document for the first time.

    Trigger
    Instant
    Try It
    • Client type
    • Client name
      Required
    • Client socialSecurityNumber / organisationNumber
    • Client reference
    • Client email
    • Client cellphone
    • Client cellphone region
    • Client street
    • Client zip
    • Client city
    • Client reverse VAT
    • Client note
    Action
    Write
cling logo
cling logo
About Cling
Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!
Related categories
Proposal & Invoice Management
freshsales-suite logo
freshsales-suite logo
About Freshsales Suite
Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreLearn more
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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