Freshsales Suite + PaintScout
Create new deals in Freshsales Suite when quote sent in PaintScout occurs
Whenever a quote is sent using your PaintScout app, this automation workflow instantly creates a deal in your Freshsales Suite. This seamless process takes the hassle out of manual data entry, allowing you to focus on more important tasks. Through this, you ensure a consistent and efficient sales pipeline that's always up-to-date.
Whenever a quote is sent using your PaintScout app, this automation workflow instantly creates a deal in your Freshsales Suite. This seamless process takes the hassle out of manual data entry, allowing you to focus on more important tasks. Through this, you ensure a consistent and efficient sales pipeline that's always up-to-date.
- When this happens...
Quote SentTriggers when a quote has been sent, or re-sent.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Status
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Status
Quote View
Quote Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Date
Contact First Name
Contact Last Name
Contact Email
Contact Alternate Email
Contact Address
Contact Phone Number
Contact Alternate Phone Number
Contact City
Contact State
Contact Zip Code
Contact Integration Source - Name
Contact Integration Source - ID
Contact Lead Source
Contact Company
Job Identifier
Job Address - Zip Code
Job Address
Job Address - City
Job Address - State
Estimator Notes
Client Note
Crew Note
Invoice Integration Source - Name
Invoice Integration Source - ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Alternate Email
Address
Phone Number
Alternate Phone Number
City
State
Zip Code
Internal Note
Integration Source
Contact Integration - ID
Contact Source
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First Name
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Display
Contact Email
Contact First Name
Contact Last Name
Job Identifier
Quote Number
Integration Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Display
Contact Email
Contact First Name
Contact Last Name
Job Identifier
Invoice Number
Invoice Integration Source - ID
Invoice Date
Contact Alternate Email
Contact Address
Contact Phone Number
Contact Alternate Phone Number
Contact City
Contact State
Contact Zip Code
Contact Integration Source - Name
Contact Integration Source - ID
Contact Lead Source
Contact Company
Job Address - Zip Code
Job Address
Job Address - City
Job Address - State
Estimator Notes
Client Note
Crew Note
Invoice Integration Source - Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
Associated ModuleRequired
Attendees EmailRequired
From DateRequired
To DateRequired
Targetable IdRequired
Location
Description
Time Zone
Outcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Due DateRequired
Owner IdRequired
Outcome IdRequired
Description
Task Type
Collaborators
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Module NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated ModuleRequired
Targetable IdRequired
TitleRequired
Owner IdRequired
Start DateRequired
End DateRequired
Sales Activity TypeRequired
Outcome
Location
Collaborators
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique Identifer NameRequired
Unique IdentifierRequired
Event NameRequired
Additional Event Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Account Name /Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Enter Account ID / NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Contact ID / Email / Phone No/External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ByRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice StatusRequired
Invoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice View
Invoice Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Status
Quote View
Quote Display
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst Name
Last Name
Email
Alternate Email
Address
Phone Number
Alternate Phone Number
City
State
Zip Code
Internal Note
Integration Source
Contact Integration - ID
Contact Source
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Date
Contact First Name
Contact Last Name
Contact Email
Contact Alternate Email
Contact Address
Contact Phone Number
Contact Alternate Phone Number
Contact City
Contact State
Contact Zip Code
Contact Integration Source - Name
Contact Integration - ID
Contact Source
Contact Company
Job Identifier
Job Address - Zip Code
Job Address
Job Address - City
Job Address - State
Estimator Notes
Client Note
Crew Note
Source - Name
Source - ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact First Name
Contact Last Name
Contact Email
Contact Alternate Email
Contact Address
Contact Phone Number
Contact Alternate Phone Number
Contact City
Contact State
Contact Zip Code
Contact Integration Source - Name
Contact Integration Source - ID
Contact Source
Contact Company
Job Identifier
Job Address - Zip Code
Job Address
Job Address - City
Job Address - State
Estimator Notes
Client Note
Crew Note
Quote Integration Source - Name
Quote Integration Source - ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Display
Contact Email
Contact First Name
Contact Last Name
Job Identifier
Invoice Number
Source ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
First Name
Last Name
Alternate Email
Address
Phone Number
Alternate Phone Number
City
State
Zip Code
Internal Note
Integration Source
Contact Integration - ID
Contact Source
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote Display
Contact Email
Contact First Name
Contact Last Name
Job Identifier
Quote Number
Source - ID
Quote Date
Contact Alternate Email
Contact Address
Contact Phone Number
Contact Alternate Phone Number
Contact City
Contact State
Contact Zip Code
Contact Integration Source - Name
Contact Integration - ID
Contact Source
Contact Company
Job Address - Zip Code
Job Address
Job Address - City
Job Address - State
Estimator Notes
Client Note
Crew Note
Source - Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFilter NameRequired
Include Contact Details
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSelect ModuleRequired
Unique IdentifierRequired
File NameRequired
File PathRequired
Share with team
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Deal Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Associated moduleRequired
Enter NoteRequired
Targetable IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update ByRequired
Enter Email / Contact ID / Mobile Number / External IDRequired
Do You Want to Update Lifecycle Stage and Status
Choose one of the operation
List Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email ID of the UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind ByRequired
Enter Name / Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Enter Account ID / NameRequired
Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Freshsales Suite
Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier