Freshsales Suite + Rocketlane

Freshsales Suite + Rocketlane integrations

Create new Rocketlane projects from new deals in Freshsales Suite

Unlock a new level of efficiency with this streamlined workflow between Freshsales Suite and Rocketlane. When a new deal lands in Freshsales Suite, a project corresponding to this deal is instantly created in Rocketlane. This automation not only helps in ensuring that every deal is followed up with a project, but also saves time and effort, allowing you to focus on what's more important.

When this happens...
New DealTriggers when a new deal is created and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create ProjectCreates a project.
ActionWrite

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More things you can do with Freshsales Suite and Rocketlane

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

- 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
- Changed Account Field
Trigger
Instant
Try It
- Form Template
  Required
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
- Changed Project Field
Trigger
Instant
Try It
- Project
- Assignees
Trigger
Instant
Try It
- Project
  Required
Action
Write
- Company Name
  Required
- Project Template
- Team Members
- Auto Allocation
Action
Write
- Comment
  Required
- Task Id
  Required
- Private
  Required
Action
Write
- Project
  Required
- Templates
  Required
Action
Write
- Project
  Required
Action
Write
- Project Id
  Required
Action
Search
- Search By
  Required
Action
Search
- Task Id
  Required
Action
Search

- 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
Account Created
Triggers when a new account is created.
Trigger
Instant
Try It
CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
Try It
Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
Try It
Project Update Message Created
Triggers when a new message is added in a project update.
Trigger
Instant
Try It
Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
Try It
- Changed Task Field
Trigger
Instant
Try It
- Account Name
Action
Write
- Project
  Required
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Task Id
  Required
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Email 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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

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Related categories

Project Management