BuyerAssist + Freshsales Suite

Create new opportunities in BuyerAssist for new Freshsales Suite contacts

Easily stay on top of your sales process by connecting Freshsales Suite and BuyerAssist. With this automation, whenever a new contact is added in Freshsales Suite, an opportunity will be created in BuyerAssist for that contact. Save time and improve sales efficiency by letting this workflow handle repetitive tasks for you.

When this happens...
Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create Opportunity
Creates a new Opportunity in BuyerAssist
ActionWrite

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Supported triggers and actions

- 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
New Assignee
Triggered when User Add or Update Task assignee.
Trigger
Instant
Try It
New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Trigger
Instant
Try It
New Contact
Triggered when a new contact is created in BuyerAssist.
Trigger
Instant
Try It
Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Trigger
Instant
Try It
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Write
- MSP IDRequired
- Milestone Template ID
- Milestone NameRequired
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Write
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Company IDRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Contact IDRequired
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
Action
Write
- MSP IDRequired
- Task IDRequired
- Task Name
- Task Due Date
- Task Description
- is Internal
Action
Write
- Contact IDRequired
- Email
- First Name
- Last Name
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- Search property nameRequired
- Search property Value
Action
Search
- External Company IDRequired
Action
Search
- MSP IDRequired
Action
Search
- MSP IDRequired
- Milestone IDRequired
Action
Search
- MSP IDRequired
Action
Search
- External Opportunity ID Required
Action
Search
- MSP IDRequired
- Task IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Search or write
- Search property nameRequired
- Search property Value
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Search or write

- 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 Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Trigger
Instant
Try It
New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Trigger
Instant
Try It
New Task
Triggered when a new task is created in Mutual Success Plans.
Trigger
Instant
Try It
Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Trigger
Instant
Try It
- MSP IDRequired
- Notes IDRequired
- CommentRequired
Action
Write
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
Action
Write
- Template ID
- Company Id
- Company nameRequired
- Display nameRequired
- Opportunity/Deal Id
- Mutual Success Plan NameRequired
- Mutual Success Plan Start DateRequired
- Mutual Success Plan Close DateRequired
Action
Write
- MSP IDRequired
- Milestone IDRequired
- Task NameRequired
- Task Due DateRequired
- Task DescriptionRequired
- Is Internal
Action
Write
- Company IDRequired
- Company Name
- Display Name
Action
Write
- Opportunity IDRequired
- Opportunity NameRequired
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
Action
Write
- Task IDRequired
- MSP IDRequired
- Task StatusRequired
Action
Write
- Search property nameRequired
- Search property Value
Action
Search
- MSP IDRequired
- Milestone NameRequired
Action
Search
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- MSP IDRequired
Action
Search
- User EmailRequired
Action
Search
- OPP IDRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Search property nameRequired
- Search property Value
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
Action
Search or write
- MSP IDRequired
- Milestone NameRequired
- Milestone Template ID
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
Action
Search or write

About BuyerAssist

BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.

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

BuyerAssist + Freshsales Suite

Create new opportunities in BuyerAssist for new Freshsales Suite contacts

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

New Assignee

New Opportunity

New Contact

Updated Task in Mutual Success Plan

Create Company

Create Milestone

Create Opportunity

Create User

Update Contact

Update Task

Update Contact Details

Find or Create Contact

Find or Create Opportunity

Get Company From External Company ID

Get Methodology Details by MSP ID

Get Milestone by Milestone ID

Get Mutual Success Plan by MSP ID

Get Opportunity From External Opportunity ID

Get Task

Find or Create Contact

Find or Create Opportunity

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 Contact (Relationship Map)

New Mutual Success Plan

New Task

Updated Methodology Details in BuyerAssist

Add Comment to Task

Create Contact

Create Mutual Success Plan

Create Task

Update Company Details

Update Opportunity Details

Update Task Status

Find or Create Company

Find or Create Milestone

Get Company by Company ID

Get Contact by ID

Get Milestones by MSP ID

Get Associated Mutual Success Plans by Email ID (Admin)

Get Mutual Success Plan by Opportunity ID

Get Opportunity by Opportunity ID

Find or Create Company

Find or Create Milestone

About BuyerAssist

Related categories

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces