Freshsales Suite + PTminder

Freshsales Suite + PTminder integrations

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 UpdatedTriggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create ClientCreates a Client in PTminder
ActionWrite

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More things you can do with Freshsales Suite and PTminder

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

- 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
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 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
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 name
  Required
- Last name
  Required
- 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.

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Related categories

CRM (Customer Relationship Management)

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About PTminder

PTminder is a business management platform designed for Personal Trainers

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking