Freshsales Suite
Create deals in Freshsales Suite when new contacts are added
Keep your Freshsales Suite organized and efficient with this automation. Every time a new contact is added to your system, a deal will be directly created for them in the same app. It makes the process consistent and saves you from manual data entry, allowing you to focus more on closing those deals. Enjoy the seamless workflow and ensure no new business opportunity is missed out.
Keep your Freshsales Suite organized and efficient with this automation. Every time a new contact is added to your system, a deal will be directly created for them in the same app. It makes the process consistent and saves you from manual data entry, allowing you to focus more on closing those deals. Enjoy the seamless workflow and ensure no new business opportunity is missed out.
- When this happens...
New ContactTriggers when a new contact is created and retrieves 1,000 records in a single polling.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Deal
Creates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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- 14 day trial for premium features & apps
TitleRequired
Associated ModuleRequired
Attendees EmailRequired
From DateRequired
To DateRequired
Targetable IdRequired
Location
Description
Time Zone
Outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Due DateRequired
Owner IdRequired
Outcome IdRequired
Description
Task Type
Collaborators
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Owner IdRequired
Start DateRequired
End DateRequired
Sales Activity TypeRequired
Outcome
Location
Collaborators
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique Identifer NameRequired
Unique IdentifierRequired
Event NameRequired
Additional Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Account Name /Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Enter Account ID / NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
First Name
Last Name
Work Number
Mobile Number
Emails
Do You Want to Update Lifecycle Stage and Status
Do You Want To Add Contact To List
List Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Filter NameRequired
Include Contact Details
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSelect ModuleRequired
Unique IdentifierRequired
File NameRequired
File PathRequired
Share with team
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Work Number
Mobile Number
Emails
Do You Want to Update Lifecycle Stage and Status
Do You Want To Add Contact To List
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Deal Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated moduleRequired
Enter NoteRequired
Targetable IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact ID / Mobile Number / External IDRequired
Do You Want to Update Lifecycle Stage and Status
Choose one of the operation
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email ID of the UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Enter Name / Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Account ID / NameRequired
Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Freshsales Suite
Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Related categories
Related Zap Templates
- Send offline conversions in Google Ads when new contacts are added to a list in Freshsales Suite
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- Create Freshsales Suite accounts from new Delighted responses
- Add notes to Freshsales Suite contacts with new Delighted responses
- Create new Freshsales Suite deals from Formsite form results
- Create new Freshsales Suite accounts from OptinMonster leads
- Add notes to Freshsales Suite contacts for new Outgrow leads
- Create Freshsales Suite deals for new Outgrow leads
- Create new Freshsales Suite deals from new OptinMonster leads
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- Create new Copper companies and update corresponding Freshsales Suite deals
- Create new Freshsales Suite deals for newly added Copper companies
- Update Freshsales Suite contacts with notes for updated companies in Copper
- Create Freshsales Suite deals from updated Copper companies
- Create notes for new Copper leads in Freshsales Suite contacts
- Update Freshsales Suite deals when Copper companies are updated
- Create notes for Freshsales Suite deals when new Clio contacts are added
- Create notes for Freshsales Suite contacts from new Clio activities
- Create notes in Freshsales Suite for new Clio contacts
- Create Freshsales Suite deals for new Clio activities
- Create Freshsales Suite accounts from new Microsoft Dynamics 365 CRM contacts
- Create notes in Freshsales Suite for new contacts in Microsoft Dynamics 365 CRM
Related Zap Templates
- Send offline conversions in Google Ads when new contacts are added to a list in Freshsales Suite
- Update Freshsales Suite contacts when new submissions are added in Fillout Forms
- Create Freshsales Suite contacts from new Jotform submissions
- Create new Freshsales Suite accounts from new Jotform submissions
- Create and update contacts in Constant Contact when new contacts are added in Freshsales Suite
- Host WordPress websites on your own server with new deals created in Freshworks CRM
- Add subscribers to AWeber when new contacts are created in Freshworks CRM
- Create Google Sheets rows for new Freshsales Suite deals
- Create items in monday.com for new deals in Freshsales Suite
- Update Freshsales Suite contacts with new Sansan business cards
- Create Freshsales Suite deals from new Google Forms responses
- Add new Freshsales Suite deals to Google Docs documents by appending text
- Create Freshdesk companies from new Freshsales Suite accounts
- Create PandaDoc documents from new Freshsales Suite deals
- Create Freshsales Suite accounts for new Clio matters to streamline client management
- Create Freshsales Suite accounts from new Typeform entries
- Create Freshsales Suite deals from new Leadpages form submissions
- Create deals in Freshsales Suite for new 123FormBuilder submissions
- Add notes to Freshsales Suite contacts from new Gravity Forms submissions
- Add notes to Freshsales Suite contacts for new SurveyMonkey responses with answers
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- Create new Freshsales Suite deals from Formsite form results
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- Create new Freshsales Suite accounts from new Copper companies
- Update Freshsales Suite contacts with notes for updated companies in Copper
- Update Freshsales Suite deals when Copper companies are updated
- Create notes in Freshsales Suite for new Clio contacts
- Create notes in Freshsales Suite for new contacts in Microsoft Dynamics 365 CRM
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- Add new Freshsales Suite contacts to a Google Ads customer list with email
- Create or update ActiveCampaign contact tasks for new Freshsales Suite contacts
- Add new Freshsales Suite contacts to your Google Ads customer list
- Create Freshsales Suite contacts for new Calendly invitees
- Send Slack channel messages for new deals in Freshworks CRM
- Add new or updated events in Google Calendar as notes in Freshworks CRM
- Add new accounts in Freshsales Suite to EverAfter
- Create Freshsales Suite deals from new monday.com board items
- Create boards in monday.com for new deals in Freshsales Suite
- Create Freshsales Suite deals for new Jotform submissions
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- Create Freshsales Suite accounts for new or updated Airtable records
- Create Freshsales Suite deals from new or updated ActiveCampaign deals
- Create Freshsales Suite deals from new Bind ERP invoices
- Update Freshsales Suite deals from new or updated Google Sheets rows
- Create Freshsales Suite deals from new Zoho Forms entries
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- Create Freshsales Suite accounts for new Formidable Forms entries
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- Create new Freshsales Suite accounts from OptinMonster leads
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- Create Freshsales Suite deals for new Pipedrive activities
- Create Freshsales Suite contact notes for new Klaviyo events
- Create Freshsales Suite accounts from new GetResponse contacts
- Create new Copper companies and update corresponding Freshsales Suite deals
- Create Freshsales Suite deals from updated Copper companies
- Create notes for Freshsales Suite deals when new Clio contacts are added
- Create Freshsales Suite deals for new Clio activities
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- Create new Freshsales Suite contacts from new Apollo contacts
- Create and send sms messages for new Freshsales Suite contacts via ClickSend SMS
- Create contacts in Freshsales Suite for new customers in Stripe
- Create new Freshsales Suite deals from new Slack channel messages
- Send Slack channel messages when new accounts are created in Freshworks CRM
- Add newly-completed calls in Freshcaller to Freshworks CRM
- Create Freshsales Suite deals from new messages in HelloSells
- Create Slack channel messages for new Freshsales Suite deals
- Add new Squarespace Forms form submissions to Freshsales Suite as accounts
- Create Freshsales Suite deals from new Jobber requests
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- Update Freshsales Suite deals when person stages are updated in Follow Up Boss
- Create Google Ads offline conversions for new Freshsales Suite deals
- Create new Freshsales Suite accounts for incoming Dealfront leads
- Create Freshsales Suite accounts for new Facebook Lead Ads leads
- Create Freshsales Suite deals from new Unbounce form submissions
- Create Freshsales Suite deals from new Paperless Forms entries
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- Create Freshsales Suite deals from new Instapage form submissions
- Add notes to Freshsales Suite contacts with new Delighted responses
- Add notes to Freshsales Suite contacts for new Outgrow leads
- Create Freshsales Suite deals from new GoCanvas submissions
- Add notes to Freshsales Suite contacts for new completed involve.me submissions
- Create notes in Freshsales Suite for new HubSpot companies
- Create Freshsales Suite accounts for new HubSpot companies to streamline data tracking
- Update Freshsales Suite deals when new Pipedrive activities occur
- Create new Freshsales Suite deals for new Close leads
- Update Freshsales Suite contacts with notes when Streak contacts are updated
- Create new Freshsales Suite deals for newly added Copper companies
- Create notes for new Copper leads in Freshsales Suite contacts
- Create notes for Freshsales Suite contacts from new Clio activities
- Create Freshsales Suite accounts from new Microsoft Dynamics 365 CRM contacts