Cognito Forms + Freshsales Suite Integrations

How to connect Cognito Forms + Freshsales Suite

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Supported triggers and actions

What does this mean?

Entry Deleted
Triggers when an entry is deleted.
Trigger
Instant
New Entry
Triggers when someone fills out your form.
Trigger
Instant
New Order
Triggers when an order is created.
Trigger
Instant
New Payment
Triggers when a payment is collected.
Trigger
Instant
New Refund
Triggers when a refund is issued.
Trigger
Instant
Update Entry
Triggers when someone updates an entry.
Trigger
Instant
Create Entry
Creates a new entry.
Action
Write
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 Suite
Triggers when a new account is created.
Scheduled
Trigger
Freshsales Suite
Triggers when a new contact is created.
Scheduled
Trigger
Freshsales Suite
Triggers when a new deal is created.
Scheduled
Trigger
Freshsales Suite
Adds a note to a contact.
Scheduled
Action
Freshsales Suite
Creates a new account.
Scheduled
Action
Freshsales Suite
Creates a new contact.
Scheduled
Action
Freshsales Suite
Creates a new deal.
Scheduled
Action
Freshsales Suite
Updates an existing contact.
Scheduled
Action
Freshsales Suite
Find an existing contact by email.
Scheduled
Action
Freshsales Suite
Search the matching Contacts
Scheduled
Action

How Cognito Forms + Freshsales Suite Integrations Work

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

Connect apps

Connect Cognito Forms + Freshsales Suite

Cognito Forms Tutorials

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