DreamApply + Freshsales Suite

DreamApply + Freshsales Suite integrations

Update Freshsales Suite contacts when new courses are added to applications in DreamApply

This workflow springs into action when a new course is added to your DreamApply application. It takes this information and promptly refreshes the related contact details in your Freshsales Suite. A seamless way to ensure your sales team always has the most current information at their fingertips. Enhance efficiency, avoid manual data entry, and keep your sales process running smoothly with this streamlined automation.

When this happens...
Course Was Added to ApplicationTriggers when a priority (course, programme) was added to an application. This happens in conjunction with a new application being created, but it may also happen separately when the applicant decides to add another priority.
TriggerPolling
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Update ContactUpdates an existing contact.
ActionWrite

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More things you can do with DreamApply and Freshsales Suite

Discover other triggers and actions you can use with DreamApply and Freshsales Suite

Applicant Registered
Triggers when a new applicant has registered (on their own). This is separate from an applicant being imported or entered by an advisor/agent.
Trigger
Polling
Try It
Application Was Created
Triggers when an application is created (either fresh, or by cloning an older application).
Trigger
Polling
Try It
Application Was Re-Submitted
Triggers when an application is re-submitted (after being submitted and reopened before). This may trigger multiple times as applications can be reopened and re-submitted by applicants at will. Note that there is a separate trigger for catching just the first-time submitted applications.
Trigger
Polling
Try It
- Flag
Trigger
Polling
Try It
Invoice Was Collected
Triggers when an invoice was marked as fully paid. This can happen when the applicant makes a payment using a payment gateway (PayPal, Flywire, Mollie, Authorize.net, Simplepay or others) or when the admissions administrator or accountant manually marks the invoice as paid.
Trigger
Polling
Try It

- Offer type
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
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- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- 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

Applicant Requested to Be Forgotten
Triggers when an applicant presses the button to request their data to be removed from the system, according to the GDPR right to be forgotten.
Trigger
Polling
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- Flag
Trigger
Polling
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Application Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
Trigger
Polling
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Course Was Added to Application
Triggers when a priority (course, programme) was added to an application. This happens in conjunction with a new application being created, but it may also happen separately when the applicant decides to add another priority.
Trigger
Polling
Try It
Invoice Was Issued
Triggers when a new invoice is issued. This can happen automatically using the rules engine or the API, but often invoices are also issued manually by the admissions administrator.
Trigger
Polling
Try It
- Email address
  Required
- Full name
- Given name
- Family name
- Citizenship
- Phone
- Reference
- Tracker
- Notes
Action
Write
- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
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 module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write

About DreamApply

DreamApply is a next generation digital admissions and marketing solution used by hundreds of universities and other education institutions worldwide.

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CRM (Customer Relationship Management)

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About Freshsales Suite

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

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