How to connect Freshsales Suite + Upscale
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Filter NameRequired
Choose a Filter Name.
Try ItFilter NameRequired
Try ItTitleRequired
Title of the appointment
Description
Description of the appointment
From DateRequired
Timestamp that denotes the start of appointment/ Start date if this is an all day appointment. Supported formats and for dynamic field mapping
End DateRequired
Timestamp that denotes the end of appointment/ End date if this is an all day appointment. Supported formats and for dynamic field mapping
Deal IdRequired
ID of deal against whom appointment has been created.
Location
Location of the appointment.
Time Zone
Attendees EmailRequired
Enter the deal IdRequired
Id denotes against which deal entity note has been created.
NoteRequired
How Freshsales Suite + Upscale Integrations Work
- Step 1: Authenticate Freshsales Suite and Upscale.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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