Create integrations between Freshsales Suite and Way We Do
Add Note to Contact in Freshsalessuite when New Comment in Way We Do
Find User in Freshsales Suite when New Comment in Way We Do
Create Note in Freshsalessuite when New Comment in Way We Do
Find Deal in Freshsalessuite when New Comment in Way We Do
Add Note to Contact in Freshsalessuite when Checklist Started in Way-we-do
Find User in Freshsales Suite when Checklist Started in Way-we-do
Create Note in Freshsalessuite when Checklist Started in Way-we-do
Find Deal in Freshsalessuite when Checklist Started in Way-we-do
Add Note to Contact in Freshsalessuite when Checklist Step Completed in Way We Do
Find User in Freshsales Suite when Checklist Step Completed in Way We Do
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
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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 More
About Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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