Freshsales Suite + kvCORE Integrations
How to connect Freshsales Suite + kvCORE
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New AccountTriggers when a new account is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- Add Note to ContactAdds a note to a contact.Action
- Add Note to DealAdds a note to a deal.Action
- Create AccountCreates a new account.Action
- Create ContactCreates a new contact.Action
- Create DealCreates a new deal.Action
- Freshsales Suite
Updates an existing contact.
Scheduled
Action
- Freshsales Suite
update an existing deal
Scheduled
Action
- Freshsales Suite
Search an existing Deal.
Scheduled
Action
- Freshsales Suite
Find an existing contact.
Scheduled
Action
- Freshsales Suite
Find an existing contact by email.
Scheduled
Action
- Freshsales Suite
Find an existing contact.
Scheduled
Action
- Freshsales Suite
Find an existing contact by email.
Scheduled
Action
- kvCORE
Triggers when a campaign action runs for a specific Zap ID.
Instant
Trigger
- kvCORE
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Instant
Trigger
- kvCORE
Creates a new contact within an account, optionally assigned to an agent.
Scheduled
Action
- kvCORE
Updates a new contact within an account.
Scheduled
Action
How Freshsales Suite + kvCORE Integrations Work
- Step 1: Authenticate Freshsales Suite and kvCORE.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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