Freshsales Suite + Salesmate

Create deals in Salesmate for new contacts in Freshsales Suite

Effortlessly manage your sales pipeline with this seamless workflow between Freshsales Suite and Salesmate. When a new contact is added in Freshsales Suite, a deal will be created in Salesmate, keeping your sales team informed and enabling them to act quickly on potential opportunities. Stay organized and boost productivity with this efficient automation.

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 Deal
Creates a new Deal, probably with input from previous steps.
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
- 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
New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
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New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
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New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
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New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
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New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
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Update Company
Triggers when a new company update is found.
Trigger
Instant
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Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
Create Deal
Creates a new Deal, probably with input from previous steps.
Action
Write
- Enter the Activity IdRequired
Action
Write
- Enter the Contact IdRequired
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
Find or Create an Activity
x
Action
Search or write
Find or create a contact
x
Action
Search or write

- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
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- 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
New User
Triggers when a new user created.
Trigger
Scheduled
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Module NameRequired
- Object IdRequired
- Note
Action
Write
Create Activity
Creates a new Activity, probably with input from previous steps.
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Enter the Deal IdRequired
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
Find or Create a Deal
x
Action
Search or 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 Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Freshsales Suite + Salesmate

Create deals in Salesmate for new contacts in Freshsales Suite

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