Freshsales Suite + SQL Server

Update accounts in Freshsales Suite with new or updated rows from SQL Server

Keep your Freshsales Suite accounts up-to-date in real-time using this workflow. Whenever a row is created or modified in your SQL Server, this automation seamlessly updates the corresponding account in your Freshsales Suite. Taking advantage of this workflow not only saves you time but it also enhances your data consistency and accuracy.

When this happens...
New or Updated Row
Triggers when a new row is added or modified.
TriggerPolling
automatically do this!
Update Account
Updates an existing account.
ActionWrite

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Supported triggers and actions

- Table/ViewRequired
Trigger
Polling
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- QueryRequired
Trigger
Polling
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- Table/ViewRequired
- Primary KeyRequired
- Order ByRequired
- Trigger Column
Trigger
Polling
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- Disclaimer Copy
- QueryRequired
Action
Write
- TableRequired
- ID ColumnRequired
Action
Write

- QueryRequired
Action
Search
- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- 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

- Table/ViewRequired
- Order By
- Dedupe Key
Trigger
Polling
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New Table
Triggers when you add a new table.
Trigger
Polling
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- QueryRequired
Trigger
Polling
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- TableRequired
Action
Write
- TableRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- QueryRequired
Action
Search
- Filter NameRequired
- Include Contact Details
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- 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