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  • Freshsales Classic logoFreshsales Classic logo
  • Freshsales Classic logoFreshsales Classic logo
  • Seidat logoSeidat logo
  • Freshsales Classic logoFreshsales Classic logo
  • Freshsales Classic logoFreshsales Classic logo
  • Seidat logoSeidat logo

Freshsales Classic + Freshsales Classic + Seidat

Freshsales Classic + Freshsales Classic + Seidat

Freshsales Classic + Freshsales Classic integrations

Update new FreshSales deals with proposal presentations from Seidat

This integration lets you automate the process of creating a proposal presentation with Freshsales CRM and Seidat. Create a duplicate presentation of a Seidat template and fill in your customer's details from Freshsales fields by using the deal you made for the case to, e.g. proposal stage.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this...
    Duplicate Presentation
    Duplicate Presentation
    Duplicate PresentationDuplicates an existing presentation. Useful for creating presentations from a template.
  3. then do this...
    Find and Replace Text in Presentation
    Find and Replace Text in Presentation
    Find and Replace Text in PresentationUpdates an existing presentation by finding and replacing text on the slides.
  4. then do this...
    Create Shared Link
    Create Shared Link
    Create Shared LinkCreates a new shared link for the presentation.
  5. then do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with Freshsales Classic and Seidat

Discover other triggers and actions you can use with Freshsales Classic and Seidat

    • Filter Name
      Required
    Trigger
    Polling
    Try It
  • Freshsales Classic triggers, actions, and search
    New Task

    Triggers when a new task is created.

    Trigger
    Polling
    Try It
    • Update By
      Required
    • Enter Name / Deal ID
      Required
    • Note
      Required
    Action
    Write
    • Update By
      Required
    • Enter Email / Contact ID
      Required
    • Note
      Required
    Action
    Write
    • Update By
      Required
    • Enter Email / Lead ID
      Required
    • Note
      Required
    Action
    Write
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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.
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seidat logo
About Seidat
Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.
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