• Cognito Forms logoCognito Forms logo
  • Freshsales Classic logoFreshsales Classic logo

Cognito Forms + Freshsales Classic Integrations

How to connect Cognito Forms + Freshsales Classic

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  • Cognito Forms triggers, actions, and search
    Entry Deleted
    Triggers when an entry is deleted.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Entry
    Triggers when someone fills out your form.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Order
    Triggers when an order is created.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Payment
    Triggers when a payment is collected.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    New Refund
    Triggers when a refund is issued.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    Update Entry
    Triggers when someone updates an entry.
    Trigger
    Instant
  • Cognito Forms triggers, actions, and search
    Create Entry
    Creates a new entry.
    Action
    Write
  • Cognito Forms triggers, actions, and search
    Update Entry
    Updates an entry.
    Action
    Write
  • Cognito Forms

    Sets the availability of a form.

    Scheduled

    Action

  • Cognito Forms

    Gets an entry document.

    Scheduled

    Action

  • Freshsales Classic

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Triggers when a new deal is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Adds a note to a contact.

    Scheduled

    Action

  • Freshsales Classic

    Adds a note to a deal.

    Scheduled

    Action

  • Freshsales Classic

    Adds a note to a lead.

    Scheduled

    Action

  • Freshsales Classic

    Adds a note to a sales account.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new account.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new contact.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new deal.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new lead.

    Scheduled

    Action

  • Freshsales Classic

    Delete an existing contact.

    Scheduled

    Action

  • Freshsales Classic

    Convert a Lead.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing account.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing contact.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing deal.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing lead.

    Scheduled

    Action

  • Freshsales Classic

    Find an existing account by name.

    Scheduled

    Action

  • Freshsales Classic

    Find an existing contact by email.

    Scheduled

    Action

  • Freshsales Classic

    Find an existing lead by email.

    Scheduled

    Action

  • Freshsales Classic

    Search the matching Contacts

    Scheduled

    Action

  • Freshsales Classic

    Search the matching Leads

    Scheduled

    Action

How Cognito Forms + Freshsales Classic Integrations Work

  1. Step 1: Authenticate Cognito Forms and Freshsales Classic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Cognito Forms Tutorials

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cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

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freshsales logo
freshsales logo

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

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