Freshsales Suite + SalesClue

Create SalesClue file share links for new Freshsales Suite contacts

Streamline your contact management process in Freshsales Suite by setting up this workflow to generate a file share link in SalesClue for every new contact. Each time a new contact is added in Freshsales Suite, a shareable link will be created in SalesClue, providing easy access to essential documents and saving you valuable time. Enhance your contact management efficiency with this seamless solution.

When this happens...
TriggerPolling
automatically do this!
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
- FileRequired
Trigger
Instant
Try It
- FilesRequired
Trigger
Instant
Try It
- Client NameRequired
- Client EmailRequired
- FileRequired
Action
Write

- Filter NameRequired
- Include Contact Details
Trigger
Polling
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- 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
- FileRequired
Trigger
Instant
Try It
- LinksRequired
Trigger
Instant
Try It
- Client NameRequired
- Client EmailRequired
Action
Write
- Client NameRequired
- Client EmailRequired
- LinkRequired
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 SalesClue

SalesClue - sales document & customer analytics tool

Related categories

Sales & CRM

Related Zap Templates

Create SalesClue clients from new Freshsales Suite contacts

Related Zap Templates

Create SalesClue clients from new Freshsales Suite contacts

Freshsales Suite + SalesClue

Create SalesClue file share links 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

Form Submitted

Updated File History

Create File Share Link

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

File Opened V2

Link Clicked

Create Client

Create Link Share Link

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

About SalesClue

Related categories

Related Zap Templates

Related Zap Templates