Automate Contact and Deal Management in Freshsales Suite

Boost your sales efficiency by automating the process of managing contacts, deals, accounts, and notes within Freshsales Suite. This workflow ensures that you never miss an important update and helps your sales team stay organized and focused.

Trigger Event

Sales Event Initiation

This automation starts whenever a new sales-related event (such as a contact inquiry or deal initiation) happens and relevant data is available. It automatically checks for important details to kick off the sales process efficiently.

Actions

1. Find Existing Deal

The automation first searches for an existing deal using the provided deal name. This prevents duplicate deals and ensures that your records are always up to date.

2. Find Existing Account

Next, it looks for an existing account with the specified account name in Freshsales Suite, helping you maintain clean account records and seamless association.

3. Create New Deal

If a relevant deal doesn't already exist, the system can create a new deal entry with essential information, such as name, amount, and currency.

4. Add Note to Deal

A helpful note is automatically attached to the deal, making sure critical info is always available for your sales team.

5. Update Contact Information

The automation will update contact details (like full name and first name) to make sure your customer data stays accurate and up to date.

6. Add Note to Contact

Finally, a note is linked to the contact, so all interactions and updates are logged for future reference.

Benefits

• Eliminates manual data entry and repetitive tasks
• Ensures data accuracy and prevents duplicates
• Keeps deals, contacts, and accounts in sync
• Saves your sales team valuable time and reduces missed opportunities
• Simplifies your sales workflow, so your team can focus on closing more deals