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Freshsales Classic + Interact

Create Freshsales Classic deals for new Interact leads

Effortlessly manage your leads and streamline the sales process with this powerful workflow connecting Interact and Freshsales Classic. When a new lead is captured in Interact, a deal will be created in Freshsales Classic, ensuring a seamless transition between lead generation and deal management. Save time and stay organized by automating this crucial aspect of your sales pipeline.

Effortlessly manage your leads and streamline the sales process with this powerful workflow connecting Interact and Freshsales Classic. When a new lead is captured in Interact, a deal will be created in Freshsales Classic, ensuring a seamless transition between lead generation and deal management. Save time and stay organized by automating this crucial aspect of your sales pipeline.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • Update ByRequired

    • Enter Email / Contact IDRequired

    • NoteRequired

    Action
    Write
  • Freshsales Classic triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • Update ByRequired

    • Enter Name / Deal IDRequired

    • NoteRequired

    Action
    Write
freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

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

Related categories

  • CRM (Customer Relationship Management)

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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

Related categories

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