Loading

Freshsales Classic + Seidat

Update new FreshSales deals with proposal presentations from Seidat

This integration lets you automate the process of creating a proposal presentation with Freshsales CRM and Seidat. Create a duplicate presentation of a Seidat template and fill in your customer's details from Freshsales fields by using the deal you made for the case to, e.g. proposal stage.

This integration lets you automate the process of creating a proposal presentation with Freshsales CRM and Seidat. Create a duplicate presentation of a Seidat template and fill in your customer's details from Freshsales fields by using the deal you made for the case to, e.g. proposal stage.

  1. long arrow
    short arrow
    When this happens...
    Freshsales ClassicFreshsales Classic
    New Deal

    Triggers when a new deal is created.

    TriggerScheduled
  2. long arrow
    short arrow
    automatically do this...
    SeidatSeidat
    Duplicate Presentation

    Duplicates an existing presentation. Useful for creating presentations from a template.

    ActionWrite
  3. long arrow
    short arrow
    then do this...
    SeidatSeidat
    Find and Replace Text in Presentation

    Updates an existing presentation by finding and replacing text on the slides.

    ActionWrite
  4. long arrow
    short arrow
    then do this...
    SeidatSeidat
    Create Shared Link

    Creates a new shared link for the presentation.

    ActionWrite
  5. then do this!
    Freshsales ClassicFreshsales Classic
    Create Deal

    Creates a new deal.

    ActionWrite

Supported triggers and actions

What does this mean?
freshsales logo
freshsales logo
freshsales logo

About Freshsales Classic

Freshsales Classic 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)
seidat logo
seidat logo
seidat logo

About Seidat

Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.

Related categories

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s
Terms of Service