Freshsales Suite + Magentrix

Freshsales Suite + Magentrix integrations

Create entity records in Magentrix for new Freshsales Suite contacts

Easily streamline your customer management process with this Freshsales Suite and Magentrix workflow. Whenever a new contact is added in Freshsales Suite, an entity record will be created in Magentrix, ensuring your CRM data remains consistent and up-to-date across both platforms. Save time and eliminate manual data entry by automating this crucial task.

When this happens...
TriggerPolling
automatically do this!
Create Entity RecordCreates a new record of your chosen Entity Type.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Freshsales Suite and Magentrix

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

- 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
- Document Type
  Required
Trigger
Polling
Try It
Upload a New File
Uploads a new file (document, attachment, or Salesforce file).
Action
Write
- Select Entity Type
  Required
- Record
  Required
Action
Write
- Select Entity Type
  Required
- Record
  Required
Action
Write
- Select Entity Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search or write

- 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
- Entity Name
  Required
Trigger
Polling
Try It
- Entity Name
  Required
Trigger
Polling
Try It
- Select Entity Type
  Required
Action
Write
Update an Existing File
Updates an existing file (document, attachment, or Salesforce file).
Action
Write
- Select Entity Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search

About Freshsales Suite

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Magentrix