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Freshsales Suite + LicitaLab

Create custom sales activities in Freshsales Suite whenever new opportunities are followed in LicitaLab

Simplify your sales process with this seamless workflow between LicitaLab and Freshsales Suite. When you follow a new opportunity in LicitaLab, it triggers a custom sales activity creation in Freshsales Suite. This user-friendly automation ensures you never miss an opportunity and allows you to efficiently manage your sales activities without any extra effort.

When this happens...
TriggerPolling
automatically do this!
Create Custom Sales ActivityThis action will help to create a custom sales activity for given deal.
ActionWrite

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More things you can do with LicitaLab and Freshsales Suite

Discover other triggers and actions you can use with LicitaLab and Freshsales Suite

New Purchase Order Received
Triggers when a purchase order (orden de compra) associated with your LicitaLAB account's tax number is received.
Trigger
Instant
Try It
New Opportunity Document
Triggers when a new document is attached to an opportunity you follow, after the initial publication.
Trigger
Instant
Try It
New Question in Reverse Forum
Triggers when a new question is posted in the reverse forum of an opportunity you follow.
Trigger
Instant
Try It
Opportunity Result Published
Triggers when the result of an opportunity you follow is published. Use the Result field to tell won from lost.
Trigger
Instant
Try It
- Filter Name
  Required
Trigger
Polling
Try It

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It

- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- 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
Action
Search or write

Opportunity Date Changed
Triggers when a key date of an opportunity you follow is rescheduled. Filter by Date Type (close, awarding, field_visit, …) to narrow it down.
Trigger
Instant
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Opportunity Followed
Triggers when you send an opportunity (licitación) to tracking in your LicitaLAB account.
Trigger
Instant
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Opportunity Offers Opened
Triggers when the offers of an opportunity you follow are opened (acto de apertura).
Trigger
Instant
Try It
Opportunity Status Changed
Triggers when the status of an opportunity you follow changes — for example when it closes or is awarded.
Trigger
Instant
Try It
- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- 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
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write

About Freshsales Suite

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

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CRM (Customer Relationship Management)

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About LicitaLab

Gana el doble de licitaciones invirtiendo la mitad del tiempo.

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Related categories

Sales & CRM

Related Zap Templates

Create tasks in Freshsales Suite for new followed opportunities in LicitaLab

Create Freshsales Suite deals for new followed opportunities in LicitaLab