Convert an existing lead to contact and account

Update existing entry in the selected module

Finds an entry in a module

Create module entry if entry does not exist

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.

Creates a new entry in a module

Relates an entry in this module with an entry in another module

Finds multiple entries in a module (with line item support)

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.