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.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this...Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
- then do this...Find and Replace Text in Presentation
Updates an existing presentation by finding and replacing text on the slides.
- then do this...Create Shared Link
Creates a new shared link for the presentation.
- then do this!Create Deal
Creates a new deal.
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