Creates a new company.

Creates a new person.

Stops sequence enrollments for a given lead.

Creates a new lead.

Creates a new note for an existing lead, contact or deal.

Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

Finds a company by Company ID, name or email address.

Finds a person by Person ID, name or email address.

Finds a deal source by ID or name.

Finds a lead source by ID or name.

Finds a sequence by Sequence ID or name. Requires Reach add-on.

Finds a user by ID, email or name.

Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.

Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.

Triggers when a contact is added to a list. This feature is available exclusively in the Freshsales suite and Freshmarketer, capable of retrieving 1,000 records in a single polling.

Triggers when a new account is created and retrieves 1,000 records in a single polling.

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

Triggers when a new deal is created and retrieves 1,000 records in a single polling.

Add a meeting to the selected module

Add a Task to the selected module

Creates a new record on custom module.

This action will help to create a custom sales activity for given deal.

Creates a Marketing Event and this action will function only for Freshsales Suite and Freshmarketer account.

Updates an existing account.

update an existing deal

Find an existing account.

Find an existing contact.

Find an existing contact.

Updates an existing company.

Updates an existing person.

Creates a sequence enrollment for a given lead. Requires Reach add-on.

Updates an existing lead.

Creates a new product in catalog. Requires Sell Enterprise Plan or higher.

Creates a new task.

Finds a contact by Contact ID, name or email address.

Finds a deal by Deal ID or name.

Finds a lead by ID, company name, name or email address.

Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.

Finds a deal stage by ID or name.

Finds a company by Company ID, name or email address. Optionally, create one if none are found.

Finds a deal by Deal ID or name. Optionally, create one if none are found.

Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.

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

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

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

Adds a file to selected module records.

Adds a note to a contact.

Creates a new account.

Creates a new contact.

Creates a new deal.

Creates a note in the selected Module inside Freshsales Suite

Updates an existing contact.

Search an existing User with the matching email ID.

Search an existing Deal.

Find an existing account.