Freshsales Suite + PTminder

Create new PTminder clients from Freshsales Suite contacts

Save time and streamline your sales process by automatically adding new contacts from Freshsales Suite to PTminder as clients. With this workflow, whenever you create a new contact in Freshsales Suite, a corresponding client will be created in PTminder - ensuring your contact information stays organized and up-to-date across both platforms. No more manual data entry or toggling between apps, let automation do the work for you.

When this happens...
Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerScheduled
automatically do this!
Create Client
Creates a Client in PTminder
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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

Supported triggers and actions

What does this mean?

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search 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
Action
Search or write
- Search 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
Action
Search or write
Class Updated
Triggers when a class booking is updated.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Client Membership Cancelled
Triggers when a client membership is manually cancelled by a user.
Trigger
Instant
Try It
Client Package Assigned
Triggers when a client package is assigned/purchased.
Trigger
Instant
Try It
Client Product Assigned
Triggers when a client product is assigned/purchased.
Trigger
Instant
Try It
Session Updated
Triggers when a session booking is updated.
Trigger
Instant
Try It

- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
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 moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- 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
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- EmailRequired
- 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
Class Created
Triggers when a class booking is created.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Client Membership Assigned
Triggers when a client membership is assigned/purchased.
Trigger
Instant
Try It
Client Membership Ended
Triggers when a client membership ends due to the expiration date.
Trigger
Instant
Try It
Client Package Finished
Triggers when a package finishes due to all the credits being used up.
Trigger
Instant
Try It
Session Created
Triggers when a session booking is created.
Trigger
Instant
Try It
- First nameRequired
- Last nameRequired
- Email
- Mobile
- Other number
- Birthday
- Important notes
- Emergency contact
- Business name
- Gender
- Occupation
- Goals
- Injuries
- Medical conditions
- Nutrition
- Plan
- Address
- City
- State/Province
- Zip/Postal code
- Status
Action
Write

About Freshsales Suite

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About PTminder

PTminder is a business management platform designed for Personal Trainers

Learn more

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Freshsales Suite + PTminder

Create new PTminder clients from Freshsales Suite contacts

Contacts Added to a List

New Account

Filter NameRequired

Contact Updated

Filter NameRequired

New Deal

Filter NameRequired

Create Meeting

TitleRequired

Associated ModuleRequired

Attendees EmailRequired

From DateRequired

To DateRequired

Targetable IdRequired

Location

Description

Time Zone

Outcome

Create Task

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Due DateRequired

Owner IdRequired

Outcome IdRequired

Description

Task Type

Collaborators

Create a Record on Custom Module

Module NameRequired

Create Custom Sales Activity

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Owner IdRequired

Start DateRequired

End DateRequired

Sales Activity TypeRequired

Outcome

Location

Collaborators

Notes

Create a Marketing Event

Unique Identifer NameRequired

Unique IdentifierRequired

Event NameRequired

Additional Event Properties

Update Account

Update ByRequired

Enter Account Name /Account IDRequired

Update Deal

Deal IDRequired

Find Account

Search ByRequired

Enter Account ID / NameRequired

Find Contact by Unique Fields

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

Search the matching Contacts

Search 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

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number