Seidat + Freshsales Classic Integrations

How to connect Seidat + Freshsales Classic

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Update new FreshSales deals with proposal presentations from Seidat
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Freshsales Classic + Seidat
More details
When this happens
Step 1: New Deal
Then do this
Step 2: Duplicate Presentation
Then do this
Step 3: Find and Replace Text in Presentation
Then do this
Step 4: Create Shared Link
Then do this
Step 5: Create Deal
See Zap details Try it
Update new FreshSales deals with proposal presentations from Seidat
Update new FreshSales deals with proposal presentations from Seidat
Freshsales Classic + Seidat

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Supported triggers and actions

What does this mean?

New Presentation
Triggers when a new presentation is created.
Trigger
Scheduled
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- 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
- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
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- Filter NameRequired
  Choose a Filter Name.
Trigger
Scheduled
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New Task
Triggers when a new task is created.
Trigger
Scheduled
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- 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
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- 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
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- 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

How Seidat + Freshsales Classic Integrations Work

Step 1: Authenticate Seidat and Freshsales Classic.
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.

Connect apps

Connect Seidat + Freshsales Classic

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

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)

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Seidat + Freshsales Classic Integrations

How to connect Seidat + Freshsales Classic

Update new FreshSales deals with proposal presentations from Seidat

Update new FreshSales deals with proposal presentations from Seidat

Connect your apps and automate workflows

New Presentation

Create Shared Link

PresentationRequired

Link Note

Create Presentation

Presentation Title

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