CloudKii + Freshsales Suite

Create CloudKii app licenses for new Freshsales Suite contacts

Easily streamline your customer onboarding process with this automation. When a new contact is added in Freshsales Suite, this workflow creates an app license for them in CloudKii simultaneously. Save time and ensure a seamless experience for your clients by connecting these two essential tools in your business operations.

When this happens...
New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create App License
Create an App License using person's email and your CloudKi API Key
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
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
- SubPartnerEmailRequired
Action
Write
- User emailRequired
- CloudKii AppRequired
Action
Write
- User Full NameRequired
- EmailRequired
- User Phone NumberRequired
- Business NameRequired
- CityRequired
- Street AddressRequired
- ZIPRequired
Action
Write
- LicenseEmailRequired
- CloudKii AppRequired
Action
Write
- SubPartnerEmailRequired
- LicensesRequired
Action
Write

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- 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
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- LicenseEmailRequired
- CloudKii AppRequired
Action
Write
- SubPartnerEmailRequired
- LicensesRequired
Action
Write
- Target AppRequired
- User Full NameRequired
- User EmailRequired
- User Phone Number
- Account Snapshot/Framework (if applicable)
Action
Write
- SubPartnerEmailRequired
- Sub-Partner NameRequired
- LicensesRequired
Action
Write
- SubPartnerEmailRequired
Action
Write

About CloudKii

CloudKii empowers you to take control over your extension business.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Freshsales Suite

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

CloudKii + Freshsales Suite

Create CloudKii app licenses for new Freshsales Suite contacts

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

Activate Sub-Partner

Change License Plan

Create CloudKii CRM License

Deactivate App License

Remove Sub-Partner Licenses

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

Activate App License

Add Sub-Partner Licenses

Create App License

Create Sub-Partner

Deactivate Sub-Partner

About CloudKii

Related categories

Similar apps

Zapier Interfaces

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces