Freshsales Classic + GoCanvas

Update Freshsales Classic contacts with new submissions in GoCanvas

Keep your Freshsales Classic contacts up-to-date with this efficient workflow. When a new submission is received in the GoCanvas app, this automation seamlessly updates corresponding contact information in Freshsales Classic. Stay organized and ensure accurate contacts in your CRM without any manual effort.

When this happens...
New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Update Contact
Updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger Mid Workflow
- App NameRequired
Trigger
Instant
Try It
- App NameRequired
- Item Description
- Assign Item To
- Schedule At
Action
Write
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It

- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write

- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write
- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Search or write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Value
- Name
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write

About Freshsales Classic

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Formitize

Forms & Surveys

iFormBuilder

Forms & Surveys

Device Magic

Forms & Surveys

PRODUCTS

CAPABILITIES

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Freshsales Classic + GoCanvas

Update Freshsales Classic contacts with new submissions in GoCanvas

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

New Account

Filter NameRequired

New Deal

Filter NameRequired

New Task

Add Note to Deal

Update ByRequired

Enter Name / Deal IDRequired

NoteRequired

Add Note to Sales Account

Update ByRequired

Enter Name / Account IDRequired

NoteRequired

Create Contact

First Name

Last Name

Email

Mobile Number

Create Lead

First Name

Last NameRequired

Company Name

Email

Mobile Number

Delete Contact

Delete ByRequired

Enter Email / Contact IDRequired

Update Account

Update ByRequired

Enter Name / Account IDRequired

Update Deal

Update ByRequired

Enter Name / Deal IDRequired

Find Account

Account NameRequired

Find Lead

Find ByRequired

Email / Phone NORequired

Search the matching Leads

Find ByRequired

Email / Phone NORequired

First Name

Last NameRequired

Company Name

Email

Mobile Number

Delete Dispatch

App NameRequired

Item DescriptionRequired

Sync Reference Data With Google Sheets

Reference Data IDRequired

New Contact

Filter NameRequired

New Lead

Filter NameRequired

Add Note to Contact

Update ByRequired

Enter Email / Contact IDRequired

NoteRequired

Add Note to Lead

Update ByRequired

Enter Email / Lead IDRequired

NoteRequired

Create Account

Name

Create Deal

Value

Name