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Docupilot + Freshsales Classic Integrations

How to connect Docupilot + Freshsales Classic

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Supported triggers and actions

What does this mean?
  • Docupilot triggers, actions, and search
    Create Document
    Creates a new document from a specified template.
    Action
    Write
  • Freshsales Classic triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Freshsales Classic triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Freshsales Classic triggers, actions, and search
    New Deal
    Triggers when a new deal is created.
    Trigger
    Scheduled
  • Freshsales Classic triggers, actions, and search
    New Lead
    Triggers when a new lead is created.
    Trigger
    Scheduled
  • Freshsales Classic triggers, actions, and search
    Add Note to Contact
    Adds a note to a contact.
    Action
    Write
  • Freshsales Classic triggers, actions, and search
    Add Note to Deal
    Adds a note to a deal.
    Action
    Write
  • Freshsales Classic triggers, actions, and search
    Add Note to Lead
    Adds a note to a lead.
    Action
    Write
  • 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 Docupilot + Freshsales Classic Integrations Work

  1. Step 1: Authenticate Docupilot 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.
Connect apps

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn More

Related categories

  • Documents
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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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