Triggers when a contact is added to a list. This feature is available exclusively in the Freshsales suite and Freshmarketer, capable of retrieving 1,000 records in a single polling.
Filter NameRequired
Triggers when a new account is created and retrieves 1,000 records in a single polling.
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
Triggers when a new deal is created and retrieves 1,000 records in a single polling.
Add a meeting to the selected module
TitleRequired
Associated ModuleRequired
Attendees EmailRequired
From DateRequired
To DateRequired
Targetable IdRequired
Location
Description
Time Zone
Outcome
Add a Task to the selected module
Due DateRequired
Owner IdRequired
Outcome IdRequired
Task Type
Collaborators
Creates a new record on custom module.
Module NameRequired
This action will help to create a custom sales activity for given deal.
Start DateRequired
End DateRequired
Sales Activity TypeRequired
Notes
Creates a Marketing Event and this action will function only for Freshsales Suite and Freshmarketer account.
Unique Identifer NameRequired
Unique IdentifierRequired
Event NameRequired
Additional Event Properties
Updates an existing account.
Update ByRequired
Enter Account Name /Account IDRequired
update an existing deal
Deal IDRequired
Find an existing account.
Search ByRequired
Enter Account ID / NameRequired
Find an existing contact.
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
Triggers when a contact is created.
Triggers when a appointment status/substatus is updated.
Triggers when a property status/substatus is updated.
Trigger to create contact on a property.
NameRequired
First NameRequired
EmailRequired
Phone NumberRequired
Property IdRequired
Address
Address Title
Letter Title
City
Zip
Gsm
Office Id
Is Received Email
Source Id
Country Id
Subject
Content
Profession
Fax
Categorie Ids
Company Name
Language Id
Triggers when a deal is updated and retrieves 1,000 records in a single polling.
Include Contact Details
Triggers when an account is updated and retrieves 1,000 records in a single polling.
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
Adds a file to selected module records.
Select ModuleRequired
File NameRequired
File PathRequired
Share with team
Adds a note to a contact.
Enter Email / Contact IDRequired
NoteRequired
Creates a new account.
Name
Creates a new contact.
Creates a new deal.
Deal Value
Creates a note in the selected Module inside Freshsales Suite
Associated moduleRequired
Enter NoteRequired
Updates an existing contact.
Enter Email / Contact ID / Mobile Number / External IDRequired
Choose one of the operation
Search an existing User with the matching email ID.
Email ID of the UserRequired
Search an existing Deal.
Find ByRequired
Enter Name / Deal IDRequired
Triggers when a appointment is created.
Triggers when a property is created.
Triggers when a contact is updated.
Create a contact.
IdentRequired
Letter
Box Number
City Id
Postcode
Province
Email
Phone Number
Phone Description
Phone Comment