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Freshsales Classic + PDF.co Integrations

How to connect Freshsales Classic + PDF.co

Zapier lets you send info between Freshsales Classic and PDF.co automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Choose an Action
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

      Choose a Filter Name.

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

      Choose a Filter Name.

    Trigger
    Scheduled
    Try It
  • 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

      Name or ID of the Deal.

    • NoteRequired

    Action
    Write
    • Filter NameRequired

      Choose a Filter Name.

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

      Choose a Filter Name.

    Trigger
    Scheduled
    Try It
    • Update ByRequired

    • Enter Email / Contact IDRequired

      E-mail address or ID of the Contact.

    • NoteRequired

    Action
    Write
    • Update ByRequired

    • Enter Email / Lead IDRequired

      E-mail address or ID of the Lead.

    • NoteRequired

    Action
    Write

How Freshsales Classic + PDF.co Integrations Work

  1. Step 1: Authenticate Freshsales Classic and PDF.co.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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.

Related categories

  • CRM (Customer Relationship Management)
pdfco logo
pdfco logo

About PDF.co

PDF.co is a set of tools for PDF file and data extraction. Get CSV out of pdf, spreadshets, barcodes, invoices. Also can split pdf, merge pdf, convert pdf.
Learn more

Related categories

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