Freshsales Suite + Surventrix

Freshsales Suite + Surventrix integrations

Assign new Surventrix surveyors and add notes to contacts in Freshsales Suite

Automate your workflows effortlessly with this Surventrix and Freshsales Suite collaboration. Whenever a surveyor is assigned in the Surventrix app, a corresponding note will be added to the related contact in the Freshsales Suite. This seamless integration streamlines your process, ensuring that all important updates are captured promptly in your sales suite, enhancing overall communication and efficiency.

When this happens...
Surveyor AssignedTrigger when a surveyor is assigned.
TriggerInstant
automatically do this!
Add Note to ContactAdds a note to a contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Surventrix and Freshsales Suite

Discover other triggers and actions you can use with Surventrix and Freshsales Suite

- Instruction Archived Trigger Enabled
Trigger
Instant
Try It
- Instruction Paid Trigger Enabled
Trigger
Instant
Try It
- New Quote Sent Trigger Enabled
Trigger
Instant
Try It
- Appointment details updated Trigger Enabled
Trigger
Instant
Try It
- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It

- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
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 module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write

- Instruction Trigger Enabled
Trigger
Instant
Try It
- New Lead Created Trigger Enabled
Trigger
Instant
Try It
- Surveyor Assigned Trigger Enabled
Trigger
Instant
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write
- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- 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

About Freshsales Suite

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Surventrix

Surventrix is an online and mobile based report writing and business management tool for the surveying industry.

HelpHelp

Related categories

Productivity