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Freshsales Suite + Gmail

Create drafts in Gmail when deals are updated in Freshsales Suite

When a deal is adjusted in Freshsales Suite, do you want to keep everyone in the loop promptly? With this workflow, an email draft is immediately created in Gmail. By bridging Freshsales Suite and Gmail, you can swiftly update your team regarding any changes made for your deals, enhancing team communication and productivity.

When a deal is adjusted in Freshsales Suite, do you want to keep everyone in the loop promptly? With this workflow, an email draft is immediately created in Gmail. By bridging Freshsales Suite and Gmail, you can swiftly update your team regarding any changes made for your deals, enhancing team communication and productivity.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Deal Updated

    Triggers when a deal is updated and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Create Draft

    Create (but do not send) a new email message.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • Description

    • From DateRequired

    • End DateRequired

    • Deal IdRequired

    • Location

    • Time Zone

    • Attendees EmailRequired

    Action
    Write
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freshsales-suite logo

About Freshsales Suite

Freshsales Suite 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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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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