Freshsales App Help Docs | Integromat Help Center

Modules

Convert a Lead

Converts a lead to a contact.

Create a Contact

Creates a new contact.

Create a Deal

Creates a new deal.

Create a Lead

Creates a new lead.

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Create an Account

Creates a new account.

Create an Appointment

Creates a new appointment.

Create a Note

Creates a note for specific object.

Create a Sales Activity

Creates new Freshsales activity.

Create a Task

Creates a new task.

Delete a Contact

Deletes a specific contact.

Delete a Deal

Deletes a specific deal.

Delete a Lead

Deletes a specific lead.

Delete an Account

Deletes a specific account.

Delete an Appointment

Deletes a specific appointment.

Delete a Note

Deletes a specific note.

Delete a Sales Activity

Deletes a specific Freshsales activity.

Delete a Task

Deletes a specific Task.

Make an API Call

Performs an arbitrary authorized API call.

Update a Contact

Updates information of specific contact.

Update a Deal

Updates information of a specific deal.

Update a Lead

Updates information of a specific lead.

Update an Account

Updates information of specific account.

Update an Appointment

Updates information of specific appointment.

Update a Note

Updates a specific note.

Update a Sales Activity

Updates information of a specific Freshsales activity.

Update a Task

Updates a specific task.

Upload a File

Uploads and attach a file to a lead, contact, sales account or a deal.

View a Contact

Views details of a specific contact.

View a Deal

Views details of a specific deal.

View a Lead

Views details of a specific lead.

View an Account

Views details of a specific account.

View an Appointment

Views details of a specific appointment.

View a Sales Activity

Views details of a specific Freshsales activity.

View a Task

Views details of a specific task.

Watch Account Events !!! DO NOT RELEASE

This module is not relevant because it does not fully perform the functions and can mislead the user.

Watch Contact Events !!! DO NOT RELEASE

This module is not relevant because it does not fully perform the functions and can mislead the user.

Watch Deal Events !!! DO NOT RELEASE

This module is not relevant because it does not fully perform the functions and can mislead the user.

Watch Meeting Events !!! DO NOT RELEASE

This module is not relevant because it does not fully perform the functions and can mislead the user.

Watch New Accounts

Checks if new account was created.

Watch New Appointments

Checks if new appointment was created.

Watch New Contacts

Checks if new contact was created.

Watch New Deals

Checks if new deal was created.

Watch New Events

Triggers when a webhook event occurs in a Freshsales Workflow.

Watch New Leads

Checks if new lead was created.

Watch New Sales Activities

Checks if new sales activity was created.

Watch New Tasks

Check if new task was created.

Watch Task Events !!! DO NOT RELEASE

This module is not relevant because it does not fully perform the functions and can mislead the user.

List All Accounts

Lists all accounts on your Freshsales account.

List All Appointments

Lists all appointments on your Freshsales account.

List All Contacts

Lists all contacts on your Freshsales account.

List All Deals

Lists all deals on your Freshsales account.

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

List All Leads

Lists all leads on your Freshsales account.

List All Sales Activities

Lists all Freshsales activities on your account.