Docupilot + Freshsales Classic Integrations

How to connect Docupilot + Freshsales Classic

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Supported triggers and actions

What does this mean?

Create Document
Creates a new document from a specified template.
Action
Write
New Account
Triggers when a new account is created.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Add Note to Contact
Adds a note to a contact.
Action
Write
Add Note to Deal
Adds a note to a deal.
Action
Write
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

Step 1: Authenticate Docupilot and Freshsales Classic.
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.