Create integrations between Freshsales Suite and ShareFile
Add Note in Sharefile when New Contact in Freshsalessuite
Add URL in Sharefile when New Contact in Freshsalessuite
Create Client User in Sharefile when New Contact in Freshsalessuite
Create Folder in ShareFile when New Contact in Freshsalessuite
Add Note in Sharefile when New Account in Freshsalessuite
Add URL in Sharefile when New Account in Freshsalessuite
Create Client User in Sharefile when New Account in Freshsalessuite
Create Folder in ShareFile when New Account in Freshsalessuite
Add Note in Sharefile when New Deal in Freshsalessuite
Add URL in Sharefile when New Deal in Freshsalessuite
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
Deal Updated
Triggers when an existing deal is updated.
Account Updated
Triggers when an existing account is updated.
Contact Updated
Triggers when an existing contact is updated.
Do thisActions
Add Note to Contact
Add a note to a contact.
Find User
Finds an existing user by email id
Create Note
Creates a note inside the selected module inside freshsales suite.
Find Deal
Finds an existing deal
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
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Frequently Asked Questions
About Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn MoreAbout ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn More
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