Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when an existing account is updated.
Triggers when an existing contact is updated.
Add a note to a contact.
Finds an existing user by email id
Creates a note inside the selected module inside freshsales suite.
Finds an existing deal
List all an existing account member.
List all an existing account custom roles.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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.
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