freshsales-docs

Freshsales

Freshsales is a leading CRM platform that lets you create and manage your customer communications with ease.

Triggers

  • New Contact

    Triggers when a new contact is created

  • Contact Updated

    Triggers when an existing contact is updated

  • New Deal

    Triggers when a new deal is created

  • Deal Updated

    Triggers when a deal is updated. 

    Note: This trigger won't be executed if you add/update a contact or a tag in an existing deal.

  • New Lead

    Triggers when a lead is updated

  • Lead Updated

    Triggers when a lead is updated

  • New Appointment

    Triggers when a new appointment is created

  • New Sales activity

    Triggers when a new sales activity is created

Actions

  • Create Account

    Create a new account

  • Create Contact

    Create a new contact

  • Create Deal

    Create a new deal

  • Create Lead

    Create a new lead

  • Delete Accounts

    Delete one or more accounts

  • Delete Contacts

    Delete one or more contacts

  • Delete Deals

    Delete one or more deals

  • Delete Leads

    Delete one or more leads

  • Get Account Details

    Retrieve the details of the specified account

  • Get Accounts

    Retrieve the list pf some or all accounts

  • Get Contact Details

    Retrieve the details of the specified contact

  • Get Contacts

    Retrieve the list of some or all contacts

  • Get Deal Details

    Retrieve the details of the specified deal

  • Get Deals

    Get the list of some or all deals

  • Get Fields

    Retrieve the fields of the specified entity

  • Get Lead Details

    Retrieve the details of the specified lead

  • Get Leads

    Retrieve the list of some or all leads

  • Update Account

    Modify the details of the specified account

  • Update Contact

    Modify the details of the specified contact

  • Update Deal

    Modify the details of the specified deal

  • Update Lead

    Modify the details of the specified lead

  • Create Appointment

    Create a new appointment

  • Update Appointment

    Update a specific appointment

  • Create Sales Activity

    Create a new sales activity

  • Update Sales Activity

    Update a specific sales activity

  • Get Sales Activities

    Retrieve some or all sales activities 

  • Get Appointments

    Retrieve some or all appointments

  • Get Appointment Details

    Retrieve the details of a specific appointment

  • Get Sales Activity Details

    Retrieve the details of a specific sales activity

  • Search Records

    Search and retrieve the required records