Freshsales Suite + Upscale Integrations

How to connect Freshsales Suite + Upscale

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Add new Freshsales Suite contacts as Upscale prospects
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Freshsales Suite + Upscale
Update Freshsales Suite contacts for new Upscale opt outs
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Upscale + Freshsales Suite

Add new Freshsales Suite contacts as Upscale prospects

Details

Try it

Freshsales Suite + Upscale

Update Freshsales Suite contacts for new Upscale opt outs

Details

Try it

Upscale + Freshsales Suite

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Supported triggers and actions

What does this mean?

- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
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- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
  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
Action
Write
- Enter the deal IdRequired
  Id denotes against which deal entity note has been created.
- NoteRequired
Action
Write
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Write

- Update ByRequired
- Enter Email / Contact IDRequired
  Email / Contact ID for which the update action to be performed.
Action
Write
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search

- EmailRequired
Action
Search
- EmailRequired
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
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Account Updated
Triggers when an Account is updated.
Trigger
Instant
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
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Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
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Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
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- Update By
  Opportunity to update by. Opportunity will be created or updated according to this field.
- Id
  Id of the Opportunity to save.
- NameRequired
  Provide Name of the Opportunity.
- Account
  Provide Account to be added in the Opportunity (by Upscale Id of the account)
- Prospects
  Provide prospect emails by which the Prospects will be added to the Opportunity.
- Opportunity StageRequired
  Stage of the Opportunity.
- Tags
  Tags of the Opportunity.
- Amount Currency
  Currency of the Opportunity Amount.
- Amount Value
  Value of the amount.
- Close Date
  Close Date of the Opportunity
- Probability
  Probability of conversion in (%).
Action
Write

- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
Try It
- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
  E-mail address or ID of the Contact.
- NoteRequired
Action
Write
- Name
  The name of the account that will be created.
Action
Write
- Name
  The name of the deal that will be created.
- Deal Value
  The value of the deal that will be created.
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Name /Contact ID / Email / Phone NoRequired
Action
Search
- Search ByRequired
- Enter Name /Contact ID / Email / Phone NoRequired
- First Name
  The first name of the contact that will be created.
- Last Name
  The last name of the contact that will be created.
- Work Number
  The work phone number of the contact that will be created.
- Mobile Number
  Email or Mobile Number is required to create a contact.
- Emails
  Email or Mobile Number is required to create a contact. The first value will be the primary email address of the contact.
Action
Search or write
Account Created
Triggers when a new Account is created.
Trigger
Instant
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
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Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
Try It
- Update ByRequired
  Field to check while updating the Account.
- NameRequired
  Name of the account being saved.
- Account Domain
  Provide a domain/website of the account. (i.e. - upscale.ai)
- Tags
  Tags to be added to Account.
- Prospect Emails
  Provide a list of Prospect Emails to be added in the Account.
Action
Write
- Prospect EmailRequired
  Work email of the Prospect
- First Name
  First name of the Prospect
- Last Name
  Last Name of the Prospect
- Personal Email
  Personal email of the Prospect
- Work Phone
  Work phone number of the Prospect
- Personal Phone
  Personal phone number of the Prospect
- Country
  Country of the Prospect
- Organisation
  Organisation of the Prospect
- Job Title
  Job title/ Designation of the Prospect
- LinkedIn URL
  LinkedIn URL of the Prospect
- Website URL
  Website URL of the Company
- Prospect StageRequired
  Initial Stage of the Prospect
- TimeZone (IANA)
  Time zone of the Prospect
- Tags
  Tags of the Prospect
Action
Write

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.

Connect apps

Connect Freshsales Suite + Upscale

About Freshsales Suite

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

Learn more

Related categories

CRM (Customer Relationship Management)

About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

Related categories

Sales & CRM

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Freshsales Suite + Upscale Integrations

How to connect Freshsales Suite + Upscale

Add new Freshsales Suite contacts as Upscale prospects

Update Freshsales Suite contacts for new Upscale opt outs

Add new Freshsales Suite contacts as Upscale prospects

Update Freshsales Suite contacts for new Upscale opt outs

Connect your apps and automate workflows

New Account

New Contact - V1.0

Filter NameRequired

Add Meeting to Deal

TitleRequired

Description

From DateRequired

End DateRequired

Deal IdRequired

Location

Time Zone

Attendees EmailRequired

Add Note to Deal

Enter the deal IdRequired

NoteRequired

Create Contact

First Name

Last Name

Work Number

Mobile Number

Emails

Update Contact

Update ByRequired

Enter Email / Contact IDRequired

Find Deal

Find ByRequired

Enter Name / Deal IDRequired

Find Contact by Email

EmailRequired

Search the matching Contacts

EmailRequired

First Name

Last Name

Work Number

Mobile Number

Emails

Account Updated

Opportunity Updated

Prospect Opted Out

Prospect Updated

Save Opportunity

Update By

Id

NameRequired

Account

Prospects

Opportunity StageRequired

Tags

Amount Currency

Amount Value

Close Date

Probability

New Contact

Filter NameRequired

New Deal

Filter NameRequired

Add Note to Contact

Update ByRequired

Enter Email / Contact IDRequired

NoteRequired

Create Account

Name

Create Deal

Name

Deal Value

Update Deal

Deal IDRequired

Find Contact by Unique Fields

Search ByRequired

Enter Name /Contact ID / Email / Phone NoRequired

Search the matching Contacts

Search ByRequired

Enter Name /Contact ID / Email / Phone NoRequired