Freshdesk + LeadConnector

Create new Freshdesk contacts when stages change in LeadConnector

Easily streamline your lead management process with this workflow. When a pipeline stage changes in LeadConnector, it promptly updates and creates a new contact in Freshdesk. This automation ensures seamless data transfer between platforms, enabling you to focus more on nurturing leads and less on manual data entry tasks. Benefit from this smoothly integrated system to manage contacts more efficiently.

Easily streamline your lead management process with this workflow. When a pipeline stage changes in LeadConnector, it promptly updates and creates a new contact in Freshdesk. This automation ensures seamless data transfer between platforms, enabling you to focus more on nurturing leads and less on manual data entry tasks. Benefit from this smoothly integrated system to manage contacts more efficiently.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    FreshdeskFreshdesk
    Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Country

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
  • Freshdesk triggers, actions, and search

    New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    • Date Of Birth

    Action
    Write
    • CampaignRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    Action
    Write
  • Freshdesk triggers, actions, and search

    New Contact

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It
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freshdesk logo

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.
Help

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  • Customer Support

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

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