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Freshsales Suite + LicitaLab

Create Freshsales Suite deals for new followed opportunities in LicitaLab

Stay on top of new business opportunities with this efficient workflow. When a new opportunity is followed in LicitaLab, this process helps to establish a deal within Freshsales Suite promptly. You'll no longer need to switch back and forth between apps to manage your sales process, ensuring a seamless transition from opportunities to deals. Save time and stay organized by letting this workflow streamline your sales management tasks.

When this happens...
TriggerPolling
automatically do this!
Create DealCreates a new 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
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New Opportunity Document
Triggers when a new document is attached to an opportunity you follow, after the initial publication.
Trigger
Instant
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New Question in Reverse Forum
Triggers when a new question is posted in the reverse forum of an opportunity you follow.
Trigger
Instant
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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
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- 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
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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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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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