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Freshsales Suite + Salesforce Essentials

Update Salesforce Essentials records when Freshsales Suite contacts are updated

Optimize your sales process with this Freshsales Suite to Salesforce Essentials workflow. Each time a contact gets updated in Freshsales Suite, this change is simultaneously reflected in Salesforce Essentials. This real-time information transition can enhance data consistency, boost productivity and simplify navigation between these two platforms. Benefit from a seamless data exchange without the need for manual data entry, making this an indispensable tool for your sales management strategy.

Optimize your sales process with this Freshsales Suite to Salesforce Essentials workflow. Each time a contact gets updated in Freshsales Suite, this change is simultaneously reflected in Salesforce Essentials. This real-time information transition can enhance data consistency, boost productivity and simplify navigation between these two platforms. Benefit from a seamless data exchange without the need for manual data entry, making this an indispensable tool for your sales management strategy.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Contact Updated

    Triggers when a contact is updated and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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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
    • 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
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

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

Related categories

  • CRM (Customer Relationship Management)

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salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Zapier Interfaces

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