• Salpo CRM logoSalpo CRM logo
  • Freshsales Classic logoFreshsales Classic logo

Salpo CRM + Freshsales Classic Integrations

How to connect Salpo CRM + Freshsales Classic

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  • Salpo CRM triggers, actions, and search
    New Communication
    Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Module
    Triggers when a new custom module is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Contact
    Triggers when a new Contact is created (Individual or Organisation).
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Triggers when a new Opportunity is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Organisation
    Creates a new Organisation
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Individual
    Creates a new Individual
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Creates a new, In-progress Opportunity
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Scheduled Communication
    Schedules a Communication
    Action
    Write
  • Salpo CRM

    Add a file to a Contact record

    Scheduled

    Action

  • Salpo CRM

    Add a file to a Custom Module record

    Scheduled

    Action

  • Salpo CRM

    Link files to an Opportunity using the file URL.

    Scheduled

    Action

  • Salpo CRM

    Finds Contacts by Custom Field value

    Scheduled

    Action

  • Salpo CRM

    Retrieves all Opportunity details including products

    Scheduled

    Action

  • Salpo CRM

    Creates a standard Communication to record previous notes

    Scheduled

    Action

  • Salpo CRM

    Creates a Custom Connection between two Modules

    Scheduled

    Action

  • Salpo CRM

    Creates a new record of a custom Module

    Scheduled

    Action

  • Salpo CRM

    Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)

    Scheduled

    Action

  • Salpo CRM

    Update Individuals or Organisations

    Scheduled

    Action

  • Salpo CRM

    Search for a Contact and update a custom connection between Contacts or Modules

    Scheduled

    Action

  • Salpo CRM

    Update custom Modules

    Scheduled

    Action

  • Salpo CRM

    Update an Opportunity

    Scheduled

    Action

  • Salpo CRM

    Finds a Contact by ID and returns all Contact information

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Find and retrieve a custom module record by ID. Returns standard and custom data.

    Scheduled

    Action

  • Salpo CRM

    Find a file linked to a Module. Search files using the file label or name

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Freshsales Classic

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Triggers when a new deal is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Freshsales Classic

    Adds a note to a contact.

    Scheduled

    Action

  • Freshsales Classic

    Adds a note to a deal.

    Scheduled

    Action

  • Freshsales Classic

    Adds a note to a lead.

    Scheduled

    Action

  • Freshsales Classic

    Adds a note to a sales account.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new account.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new contact.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new deal.

    Scheduled

    Action

  • Freshsales Classic

    Creates a new lead.

    Scheduled

    Action

  • Freshsales Classic

    Delete an existing contact.

    Scheduled

    Action

  • Freshsales Classic

    Convert a Lead.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing account.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing contact.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing deal.

    Scheduled

    Action

  • Freshsales Classic

    Updates an existing lead.

    Scheduled

    Action

  • Freshsales Classic

    Find an existing account by name.

    Scheduled

    Action

  • Freshsales Classic

    Find an existing contact by email.

    Scheduled

    Action

  • Freshsales Classic

    Find an existing lead by email.

    Scheduled

    Action

  • Freshsales Classic

    Search the matching Contacts

    Scheduled

    Action

  • Freshsales Classic

    Search the matching Leads

    Scheduled

    Action

How Salpo CRM + Freshsales Classic Integrations Work

  1. Step 1: Authenticate Salpo CRM and Freshsales Classic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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salpo-crm logo

About Salpo CRM

This is an easy to use tool, used to manage CRM
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

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