Connect Freshsales Suite to QuoteCloud and automate any workflow

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Freshsales Suite with QuoteCloud - no code necessary. See how you can get setup in minutes.

Select a trigger from Freshsales Suite

A trigger is an event that starts your Zap and runs the workflow. For example, with Freshsales Suite, a trigger could be "Contacts Added to a List."

A trigger is the event that kicks off your automated workflow.

Setup an action from QuoteCloud

An action is what takes place after the automation is triggered. For example, with QuoteCloud, the action could be "Create New Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Freshsales Suite to QuoteCloud

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Freshsales Suite and QuoteCloud to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Freshsales Suite and QuoteCloud to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Filter Name
  Required
Trigger
Scheduled
Try It
- Filter Name
  Required
Trigger
Scheduled
Try It
- Filter Name
  Required
Trigger
Scheduled
Try It
- Filter Name
  Required
Trigger
Scheduled
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 Email / Contact ID
  Required
Action
Write
- Enter Email / Contact ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  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
- Search By
  Required
- Enter Account ID / Name
  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
- Contact Email
  Required
- Customer Reference Number (ID)
- Contact First Name
- Contact Second Name
- Contact Company
- Phone Number
- Address
- Proposal Title
Action
Write
- QuoteCloud Product ID
  Required
- Product Short Name (Unique)
  Required
- Folder Name
- Sub Folder
- Sub Folder 2
- External Product Name
  Required
- Description
- Price
  Required
- Contract Pricing
- Term
- Levy Percentage
- Image URL 1 (MAIN)
- Image Link 1 (MAIN)
- Image URL 2
- Image Link 2
- Image URL 3
- Image Link 3
- Image URL 4
- Image Link 4
- Image URL 5
- Image Link 5
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
Action
Write
- QuoteCloud Document ID
  Required
- Status
  Required
- Outcome Reason
Action
Write
- Template Name
  Required
Action
Search

- Filter Name
  Required
- Include Contact Details
Trigger
Scheduled
Try It
- Filter Name
  Required
Trigger
Scheduled
Try It
- Filter Name
  Required
Trigger
Scheduled
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
  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
- Email Address
  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
- Status
  Required
Trigger
Instant
Try It
- QuoteCloud Product ID
  Required
Action
Write
- QuoteCloud User Account (Email)
  Required
- Choose a Template
- Title
  Required
- Document Subtitle
- Cover Page
- Contact Email
  Required
- firstname
  Required
- lastname
- Phone Number
- Address
- Company Name
- Text Content Above Pricing Tables
- Remove Pricing Table
  Required
- Description
- Price
  Required
- One-off
- Quantity
  Required
- Addition
- Line Item Note
- Term
- Tax percentage
- Discount Percentage
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 10
- Image 1
- Image 2
- Image 3
- Image 4
- Image 5
- Image Link 1
- Image Link 2
- Image Link 3
- Image Link 4
- Image Link 5
- Row Type
  Required
- Heading Total
- Levy Percentage
- Text Content Below Pricing Tables
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Original Document ID
- Auto Send Document
  Required
Action
Write
- Product SKU List
- Product QuoteCloud ID
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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

Help

Related categories

Proposal & Invoice Management

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