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.

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

Try this template

Free 14-day trial

5,000+ supported apps

Supported triggers and actions

What does this mean?

- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
Try It
- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
  Name or ID of the Deal.
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
  Name or ID of the Sales Account.
- NoteRequired
Action
Write

- First Name
- Last Name
- Email
  Email or Mobile Number is required to create a contact.
- Mobile Number
  Email or Mobile Number is required to create a contact.
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
  Email or Mobile Number is required to create a lead.
- Mobile Number
  Email or Mobile Number is required to create a lead.
Action
Write

- Delete ByRequired
- Enter Email / Contact IDRequired
  Email / Contact ID for which the delete action to be performed.
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
  Name / Account ID for which the update action to be performed.
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
  Name / Deal ID for which the update action to be performed.
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
  Email or Mobile Number is required to create a lead.
- Mobile Number
  Email or Mobile Number is required to create a lead.
Action
Search or write
- PresentationRequired
  The presentation you want to track. Choose one from the list or pass "Presentation ID" from a previous step.
Trigger
Scheduled
Try It
- PresentationRequired
  The presentation you want to duplicate. Choose one from the list or pass "Presentation ID" from a previous step.
- Presentation Title
  If left empty, defaults to "Original presentation title - copy".
- Presentation Tags
  Choose what to do with the presentation tags.
Action
Write
- PresentationRequired
  The presentation you want to update. Choose one from the list or pass "Presentation ID" from a previous step.
- Number of ReplacementsRequired
  The number of text pieces you want to replace.
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
- Update ByRequired
- Enter Email / Lead IDRequired
  E-mail address or ID of the Lead.
- NoteRequired
Action
Write
- Name
Action
Write
- Value
- Name
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
  Provide the lead ID which need to be converted.
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
  Email / Contact ID for which the update action to be performed.
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
  E-mail address or ID of the Lead.
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
  Email or Mobile Number is required to create a contact.
- Mobile Number
  Email or Mobile Number is required to create a contact.
Action
Search or write
New Presentation
Triggers when a new presentation is created.
Trigger
Scheduled
Try It
- PresentationRequired
  The presentation you want to create a link for. Choose one from the list or pass "Presentation ID" from a previous step.
- Link Note
  A private note that will appear next to the shared link in the app.
Action
Write
- Presentation Title
  If left empty, defaults to "New presentation".
Action
Write

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)

About Seidat

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

Related categories

Images & Design

Get started for free

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

By signing up, you agree to Zapier's terms of service and privacy policy.

Freshsales Classic + Seidat

Update new FreshSales deals with proposal presentations from Seidat

New Account

Filter NameRequired

New Deal

Filter NameRequired

New Task

Add Note to Deal

Update ByRequired

Enter Name / Deal IDRequired

NoteRequired

Add Note to Sales Account

Update ByRequired

Enter Name / Account IDRequired

NoteRequired

Create Contact

First Name

Last Name

Email

Mobile Number

Create Lead

First Name

Last NameRequired

Company Name

Email

Mobile Number

Delete Contact

Delete ByRequired

Enter Email / Contact IDRequired

Update Account

Update ByRequired

Enter Name / Account IDRequired

Update Deal

Update ByRequired

Enter Name / Deal IDRequired

Find Account

Account NameRequired

Find Lead

Find ByRequired

Email / Phone NORequired

Search the matching Leads

Find ByRequired

Email / Phone NORequired

First Name

Last NameRequired

Company Name

Email

Mobile Number

Shared Link Viewed

PresentationRequired

Duplicate Presentation

PresentationRequired

Presentation Title

Presentation Tags

Find and Replace Text in Presentation

PresentationRequired

Number of ReplacementsRequired

New Contact

Filter NameRequired

New Lead

Filter NameRequired

Add Note to Contact

Update ByRequired

Enter Email / Contact IDRequired

NoteRequired

Add Note to Lead

Update ByRequired

Enter Email / Lead IDRequired

NoteRequired

Create Account

Name

Create Deal

Value

Name

Create or Update Contact

Update ByRequired

Enter Contact ID / Email ID / Phone NORequired

Lead Convert

Lead IDRequired

Update Contact