Freshsales Suite + ShareFile
Create ShareFile client users from new Freshsales Suite contacts for seamless collaboration
Streamline your client onboarding process with this seamless automation between Freshsales Suite and ShareFile. When a new contact is added in Freshsales Suite, a client user is created in ShareFile, saving you time and ensuring accurate client information across both platforms. Simplify your workflow and keep your team focused on what matters most - building strong client relationships.
Streamline your client onboarding process with this seamless automation between Freshsales Suite and ShareFile. When a new contact is added in Freshsales Suite, a client user is created in ShareFile, saving you time and ensuring accurate client information across both platforms. Simplify your workflow and keep your team focused on what matters most - building strong client relationships.
- When this happens...Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
- automatically do this!Create Client User
Creates a ShareFile user with the given information.
- Free forever for core features
- 14 day trial for premium features & apps
