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  • Simpro logoSimpro logo

Freshsales Suite + Simpro

Create company customers in Simpro from new Freshsales Suite contacts

Seamlessly integrate your Freshsales Suite and Simpro apps with this time-saving automation. When a new contact is added in Freshsales Suite, the workflow creates a Company Customer in Simpro, keeping your customer records up-to-date and organized. Eliminate manual data entry and streamline your customer management process with this efficient solution.

Seamlessly integrate your Freshsales Suite and Simpro apps with this time-saving automation. When a new contact is added in Freshsales Suite, the workflow creates a Company Customer in Simpro, keeping your customer records up-to-date and organized. Eliminate manual data entry and streamline your customer management process with this efficient solution.

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

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

    TriggerPolling
  2. automatically do this!
    SimproSimpro
    Create Company Customer

    Creates a new company customer.

    ActionWrite
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Supported triggers and actions

    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    Try It
    • Filter NameRequired

    Trigger
    Polling
    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.
simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

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