Freshsales Suite
Update new deals in Freshworks with information about overlap found by Crossbeam
When a new deal is created in Freshworks, this Zap automatically retrieves all Crossbeam overlap information for the email associated with that deal. It will then update the contact record in Freshworks with this overlap information, giving you the full scope of possibilities without the need for any added clicks or keystrokes.
When a new deal is created in Freshworks, this Zap automatically retrieves all Crossbeam overlap information for the email associated with that deal. It will then update the contact record in Freshworks with this overlap information, giving you the full scope of possibilities without the need for any added clicks or keystrokes.
- When this happens...New Deal
Triggers when a new deal is created and retrieves 1,000 records in a single polling.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...ActionSearchFind existing data in your app
- then do this...ActionSearchFind existing data in your app
- then do this!Add Note to Contact
Adds a note to a contact.
ActionWriteCreate a new record or update an existing record in your app.
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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 foundSearch 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 ZapScheduledZapier 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 foundEmailRequired
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
Related categories
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- Create notes for Freshsales Suite contacts from new Clio activities
Related Zap Templates
- Create Google Ads offline conversions for new Freshsales Suite deals
- Create new Freshsales Suite accounts from new Jotform submissions
- Send Slack channel messages for new deals in Freshworks CRM
- Add new or updated events in Google Calendar as notes 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
- Create Freshsales Suite deals for new Jotform submissions
- Create deals in Freshsales Suite for new invoices in Stax
- Add new Freshsales Suite deals to Google Docs documents by appending text
- Create Freshdesk companies from new Freshsales Suite accounts
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- Create Freshsales Suite accounts for new Clio matters to streamline client management
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- Create new Freshsales Suite accounts from OptinMonster leads
- Create new Freshsales Suite deals from new OptinMonster leads
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- Add notes to Freshsales Suite contacts from new Qualtrics survey responses
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- Update Freshsales Suite deals when new Pipedrive activities occur
- 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 new Copper leads in Freshsales Suite deals
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- Add new Freshsales Suite contacts to your Google Ads customer list
- Create Mailmodo contacts from new Freshsales Suite contacts
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- Add newly-completed calls in Freshcaller to 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 from new Jobber requests
- Add new Freshsales Suite deals to Facebook Offline Conversions as offline events
- 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 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
- Add notes to Freshsales Suite deals for newly created or updated HubSpot companies
- Create Freshsales Suite deals for new Pipedrive activities
- Add notes to Freshsales Suite deals for new Klaviyo events
- 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 deals when new Clio contacts are added
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- Create new Freshsales Suite contacts from new Unbounce form submissions
- Send channel messages in Slack when deals are updated in Freshsales Suite
- Host WordPress websites on your own server with new deals created in Freshworks CRM
- Create deals in Freshworks CRM for new output of conversational flow in eeve
- Create Freshsales Suite deals from new messages in HelloSells
- Create Slack channel messages for new Freshsales Suite deals
- Add new Squarespace form submissions to Freshsales Suite as accounts
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- Create PandaDoc documents from new Freshsales Suite deals
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- Create Freshsales Suite accounts for new Facebook Lead Ads leads
- Create Freshsales Suite deals from new Unbounce form submissions
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- 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
- Create Freshsales Suite deals for new Outgrow leads
- Create new Freshsales Suite accounts from completed involve.me submissions
- Create Freshsales Suite accounts from new Qualtrics survey responses
- Add notes to Freshsales Suite contacts for new HubSpot contacts
- Create notes in Freshsales Suite deals for new HubSpot contacts
- Create Freshsales Suite deals for new or updated ActiveCampaign contacts
- Create Freshsales Suite notes for new Pipedrive activities
- Create Freshsales Suite deals from new or updated Zoho CRM contacts
- Create accounts in Freshsales Suite for new contacts in Keap
- 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 for Freshsales Suite contacts from new Clio activities