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Freshcaller + Freshsales Suite

Create new contacts in Freshcaller from new contacts in Freshsales Suite

Effortlessly maintain customer service cohesion by ensuring that a Freshsales Suite new contact is mirrored with a corresponding contact creation in the Freshcaller app. This automation eases the task of managing customer information across platforms, ensuring that your customer data stays up-to-date with a single entry, saving time and minimizing errors. Providing seamless alignment between your sales and call center tools, this workflow makes customer relationship management more efficient and effective.

Effortlessly maintain customer service cohesion by ensuring that a Freshsales Suite new contact is mirrored with a corresponding contact creation in the Freshcaller app. This automation eases the task of managing customer information across platforms, ensuring that your customer data stays up-to-date with a single entry, saving time and minimizing errors. Providing seamless alignment between your sales and call center tools, this workflow makes customer relationship management more efficient and effective.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    New Contact

    Triggers when a new contact is created and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    FreshcallerFreshcaller
    Create Contact

    Create a contact on the caller account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
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    • Filter NameRequired

    Trigger
    Scheduled
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    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshcaller logo
freshcaller logo

About Freshcaller

Freshcaller is a cloud-based phone system for businesses of all sizes.
Learn more

Related categories

  • Phone & SMS
freshsales-suite logo

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