Channlworks + Freshsales Suite

Create deals in Freshsales Suite for new leads from insights in Channlworks

Automate your sales pipeline by effortlessly converting new leads from insights in Channlworks into deals in Freshsales Suite. This Zap ensures that every lead identified within Channlworks initiates the creation of a corresponding deal in Freshsales Suite, streamlining your sales process and maximizing efficiency. Seamlessly integrate lead management and deal tracking to capitalize on potential opportunities and drive business growth.

When this happens...
New Lead From Insights
Triggers when new lead appears on lead insights.
TriggerPolling
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

New Customer Account
Triggers when new customer account is added.
Trigger
Polling
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New Customer Contacts Activity
Triggers for customer contacts logs
Trigger
Polling
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New Lead Activity
Triggers whenever there’s a new activity update from any lead.
Trigger
Polling
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New Opportunity Activity
Triggers whenever there’s a new activity update from any opportunity.
Trigger
Polling
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New Organization Contacts Activity
Triggers for organization contacts logs
Trigger
Polling
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New Organization Account
Triggers when new organization account is added.
Trigger
Polling
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New Lead From Insights
Triggers when new lead appears on lead insights.
Trigger
Polling
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New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
Trigger
Polling
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New Receivable Payable
Triggers when new receivable payable is added where user is a stakeholder in.
Trigger
Polling
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- Account NameRequired
- WebsiteRequired
- Number of Employees
- Address
- Phone Number
Action
Write
- Account IDRequired
- NameRequired
- Work EmailRequired
- Phone Number
- Role
Action
Write
- Opportunity IDRequired
- Brief DescriptionRequired
- Approver
Action
Write
- Contact IdRequired
- Name
- Phone Number
- Role
Action
Write
- Opportunity IDRequired
- Stage
- Expected Value
- Expected Volume
- Expected Win Date
- Contract Start Date
- Contract End Date
Action
Write
- Contact IdRequired
- Phone Number
- Role
Action
Write
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Filter NameRequired
- Include Contact Details
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write

New Customer Accounts Activity
Triggers for customer accounts logs
Trigger
Polling
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New Lead
Triggers when new lead is added where user is a stakeholder in.
Trigger
Polling
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New Opportunity
Triggers when new opportunity is added where user is a stakeholder in.
Trigger
Polling
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New Organization Accounts Activity
Triggers for organization accounts logs
Trigger
Polling
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New Customer Contact
Triggers when new customer contact is added.
Trigger
Polling
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New Organization Contact
Triggers when new organization contact is added.
Trigger
Polling
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New MDF Request
Triggers when a new MDF request is added where user is a stakeholder in.
Trigger
Polling
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New POV Request
Triggers when new POV request is added where user is a stakeholder in.
Trigger
Polling
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- Lead IDRequired
- NameRequired
- DetailsRequired
- StageRequired
- Expected Value CurrencyRequired
- Expected ValueRequired
- Expected QuantityRequired
- Expected Win DateRequired
- Contract Start Date
- Contract End Date
Action
Write
- ModuleRequired
- Module Reference IDRequired
- HeaderRequired
- ContentRequired
- Discussion Date
- Participants
Action
Write
- Lead NameRequired
- Owner NameRequired
- Owner EmailRequired
- Approver NameRequired
- Approver EmailRequired
- Account NameRequired
- WebsiteRequired
- SourceRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- Expected Lead Value CurrencyRequired
- Expected Lead ValueRequired
Action
Write
- Account IDRequired
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Lead IDRequired
- Owner Email
- Source of Lead
- Expected Lead Value
Action
Write
- Account IDRequired
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

About Channlworks

Channlworks is a SaaS-based alliance management platform that simplifies multi-alliance management, enabling seamless communication and collaboration.

Related categories

Sales & CRM

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create deals in Freshsales Suite for new opportunities from insights in Channlworks

Related Zap Templates

Create deals in Freshsales Suite for new opportunities from insights in Channlworks

Channlworks + Freshsales Suite

Create deals in Freshsales Suite for new leads from insights in Channlworks

New Customer Account

New Customer Contacts Activity

New Lead Activity

New Opportunity Activity

New Organization Contacts Activity

New Organization Account

New Lead From Insights

New Opportunity From Insights

New Receivable Payable

Create Customer Account

Create Customer Contact

Create POV Request

Update Customer Contact

Update Opportunity

Update Organization Contact

Find Customer Contact

Find Opportunity

Find Organization Contact

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

New Customer Accounts Activity

New Lead

New Opportunity

New Organization Accounts Activity

New Customer Contact

New Organization Contact

New MDF Request

New POV Request

Convert Lead to Opportunity

Create ChannlNote

Create Lead

Update Customer Account

Update Lead

Update Organization Account

Find Customer Account

Find Lead

Find Organization Account

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

About Channlworks

Related categories

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates