Freshsales Suite + BotStar Integrations

How to connect Freshsales Suite + BotStar

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Choose a Trigger

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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
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- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
  Title of the appointment
- Description
  Description of the appointment
- From DateRequired
  Timestamp that denotes the start of appointment/ Start date if this is an all day appointment. Supported formats and for dynamic field mapping
- End DateRequired
  Timestamp that denotes the end of appointment/ End date if this is an all day appointment. Supported formats and for dynamic field mapping
- Deal IdRequired
  ID of deal against whom appointment has been created.
- Location
  Location of the appointment.
- Time Zone
- Attendees EmailRequired
Action
Write
- Enter the deal IdRequired
  Id denotes against which deal entity note has been created.
- NoteRequired
Action
Write
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Write

- Update ByRequired
- Enter Email / Contact IDRequired
  Email / Contact ID for which the update action to be performed.
Action
Write
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search

- EmailRequired
Action
Search
- EmailRequired
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Search or write
- EnvironmentRequired
- CheckpointRequired
  Checkpoint records are identified/grouped by a name. Select which checkpoint you want this trigger to listen to.
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to receive broadcast messages.
Trigger
Instant
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- 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
- Name
  The name of the account that will be created.
Action
Write
- Name
  The name of the deal that will be created.
- Deal Value
  The value of the deal that will be created.
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Name /Contact ID / Email / Phone NoRequired
Action
Search
- Search ByRequired
- Enter Name /Contact ID / Email / Phone NoRequired
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Search or write
New Request for Human Takeover
Triggers when a user request to contact human operator.
Trigger
Instant
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- User AttributeRequired
Trigger
Instant
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- Tag NameRequired
Trigger
Instant
Try It

How Freshsales Suite + BotStar Integrations Work

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

Connect apps

Connect Freshsales Suite + BotStar

About Freshsales Suite

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

Learn more

Related categories

CRM (Customer Relationship Management)

About BotStar

BotStar is a chatbot development platform that lets you design and build your chatbots with minimal development and a visual editor.

Related categories

Customer Support

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Freshsales Suite + BotStar Integrations

How to connect Freshsales Suite + BotStar

Connect your apps and automate workflows

New Account

New Contact - V1.0

Filter NameRequired

Add Meeting to Deal

TitleRequired

Description

From DateRequired

End DateRequired

Deal IdRequired

Location

Time Zone

Attendees EmailRequired

Add Note to Deal

Enter the deal IdRequired

NoteRequired

Create Contact

First Name

Last Name

Work Number

Mobile Number

Emails

Update Contact

Update ByRequired

Enter Email / Contact IDRequired

Find Deal

Find ByRequired

Enter Name / Deal IDRequired

Find Contact by Email

EmailRequired

Search the matching Contacts

EmailRequired

First Name

Last Name

Work Number

Mobile Number

Emails

New Checkpoint Record

EnvironmentRequired

CheckpointRequired

New Subscriber

New Contact

Filter NameRequired

New Deal

Filter NameRequired

Add Note to Contact

Update ByRequired

Enter Email / Contact IDRequired

NoteRequired

Create Account

Name

Create Deal

Name

Deal Value

Update Deal

Deal IDRequired

Find Contact by Unique Fields

Search ByRequired

Enter Name /Contact ID / Email / Phone NoRequired

Search the matching Contacts

Search ByRequired

Enter Name /Contact ID / Email / Phone NoRequired

First Name

Last Name

Work Number

Mobile Number

Emails

New Request for Human Takeover

Updated User Attribute

User AttributeRequired

New Tag on User

Tag NameRequired

About Freshsales Suite

Related categories

About BotStar

Related categories

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