Freshsales Suite + The Value Builder System™

Initiate nurture cycles for new Freshsales Suite contacts in The Value Builder System™

Streamline your contact nurturing process by connecting Freshsales Suite with The Value Builder System™. With this workflow, as soon as a new contact is added to Freshsales Suite, they will be enrolled in the Contact Nurture Cycle within The Value Builder System™ app. This seamless integration saves you time and ensures consistent follow-ups with your valuable leads.

When this happens...
Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Activate Contact Nurture Cycle
Activate Nurture Cycle - Activate Nurture Cycle for contact
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- Filter NameRequired
Trigger
Polling
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- 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
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
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Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
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Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
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Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
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- EmailRequired
Action
Write
- EmailRequired
- SubjectRequired
- NoteRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Company NameRequired
- CountryRequired
Action
Write
- ToRequired
- SubjectRequired
- Body TypeRequired
- BodyRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
Action
Search

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- 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 Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
Try It
Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
Try It
Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to Value Builder.
Trigger
Instant
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Update Contact
Triggers when a specified property is updated on any contact.
Trigger
Instant
Try It
- EmailRequired
- TitleRequired
- DescriptionRequired
- DateRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
- What is the purpose of opening this engagement?Required
- Who are you opening the engagement for?Required
- Is the Business Owner paying for the engagement?Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?Required
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- CountryRequired
- City
- Address
- Phone
Action
Write

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

About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Freshsales Suite + The Value Builder System™

Initiate nurture cycles for new Freshsales Suite contacts in The Value Builder System™

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

Clicked Email by Contact

Open/Click Contact Email

Engagement Program Activated

Unsubscribe Contact From Nurture Cycle

Activate Contact Nurture Cycle

Add Note to Contact

Create Contact From Email

Send Email

Send / Resend Engagement Credentials

Find Contact From Email

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 Activity Feed

Opened Email by Contact

Sent Email to Contact

New Contact

Update Contact

Add Event to Contact

Tag Contact

Deactivate Contact Nurture Cycle

Activate Engagement Program to Contact

Update Contact From Email

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

About The Value Builder System™

Related categories

Similar apps

Zapier Interfaces