This article lists the steps to be followed to set up the Zaps for various actions available in Freshsales Classic.
Sl No | Actions |
1 | Create Contact |
2 | Update Contact |
3 | Create or Update Contact |
4 | Add Note to Contact |
5 | Find Contact |
6 | Delete Contact |
7 | Create Account |
8 | Update Account |
9 | Add Note to Sales Account |
10 | Find Account |
11 | Create Deal |
12 | Update Deal |
13 | Add Note to Deal |
14 | Create Lead |
15 | Update Lead |
16 | Add Note to Lead |
17 | Lead Convert |
18 | Find Lead |
Create Contact:
This action can be used to Create any contacts. Users can Create the contact by Last Name, Email or Mobile Number
The fields of this action are as below:
Field | Description | Freshsales Field |
First Name | Enter first name of the contact or select dynamically from previous trigger/action | First name |
Last Name(required) | Enter last name of the contact or select dynamically from previous trigger/action | Last name |
Enter email id of the contact or select dynamically from previous trigger/action | Emails | |
Mobile Number | Enter mobile number of the contact or select dynamically from previous trigger/action | Mobile |
Account Name | Enter account name of the contact or select dynamically from previous trigger/action | Accounts |
Emails | Enter emails of the contact or select dynamically from previous trigger/action | Emails |
Sales owner | Choose sales owner of the contact from the dropdown or select dynamically from previous trigger/action | Sales owner |
Work | Choose work of the contact from the dropdown or select dynamically from previous trigger/action | Work |
Subscription status | Choose subscription status from dropdown or select dynamically from previous trigger/action | Subscription status |
Lifecycle stage | Choose lifecycle stage from dropdown or select dynamically from previous trigger/action | Lifecycle stage |
Lost reason | Choose lost reason from dropdown or select dynamically from previous trigger/action | Lost reason |
Other phone numbers | Enter other phone numbers of the contact or select dynamically from previous trigger/action | Other phone numbers |
Last contacted time | System information field, cannot be updated | Last contacted time |
Last contacted mode | Choose last contacted mode from dropdown or select dynamically from previous trigger/action | Last contacted mode |
Last activity type | Choose last activity type from dropdown or select dynamically from previous trigger/action | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Last seen on web | System information field, cannot be updated | Last seen on web |
Status | Choose status of the contact from dropdown or select dynamically from previous trigger/action | Status |
Source | Choose source of the contact from dropdown or select dynamically from previous trigger/action | Source |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Job title | Enter job title of the contact or select dynamically from previous trigger/action | Job title |
Time zone | Choose time zone for the contact from dropdown or select dynamically from previous trigger/action | Time zone |
Address | Enter address for the contact or select dynamically from previous trigger/action | Address |
City | Enter city of the contact or select dynamically from previous trigger/action | City |
State | Enter state of the contact or select dynamically from previous trigger/action | State |
Zipcode | Enter zipcode of the contact or select dynamically from previous trigger/action | Zipcode |
Country | Enter country of the contact or select dynamically from previous trigger/action | Country |
Enter Facebook link of the contact or select dynamically from trigger | ||
Enter Twitter link of the contact or select dynamically from trigger | ||
Enter Linkedin link of the contact or select dynamically from trigger | ||
Territory | Choose territory of the contact from dropdown or select dynamically from previous trigger/action | Territory |
Campaign | Choose campaign for the contact from dropdown or select dynamically from previous trigger/action | Campaign |
Medium | Enter medium of the contact or select dynamically from previous trigger/action | Medium |
Keyword | Enter keyword for the contact or select dynamically from previous trigger/action | Keyword |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Score | System information field, cannot be updated | Score |
Recent note | System information field, cannot be updated | Recent note |
Created by | Choose created by from dropdown or select dynamically from previous trigger/action | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from dropdown or select dynamically from previous trigger/action | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Web forms | System information field, cannot be updated | Web forms |
Last assigned at | System information field, cannot be updated | Last assigned at |
Update Contact:
This action can be used to update any contacts. Users can update the contact by email or contact ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either email or contact ID | Emails |
Enter Email/ Contact ID(required) | As per selection of ‘Update By’ field, User needs to enter email or contact ID or dynamically insert the data from previous trigger/action | Emails |
First Name | Enter first name of the contact or select dynamically from previous trigger/action | First name |
Last Name | Enter last name of the contact or select dynamically from previous trigger/action | Last name |
Account Name | Enter account name of the contact or select dynamically from previous trigger/action | Accounts |
Emails | Enter emails of the contact or select dynamically from previous trigger/action | Emails |
Mobile | Enter Mobile number of the contact or select dynamically from previous trigger/action | Mobile |
Work | Choose work of the contact from the dropdown or select dynamically from previous trigger/action | Work |
Sales owner | Choose sales owner of the contact from the dropdown or select dynamically from previous trigger/action | Sales owner |
Lifecycle stage | Choose lifecycle stage from dropdown or select dynamically from trigger/action | Lifecycle stage |
Subscription status | Choose subscription status from dropdown or select dynamically from previous trigger/action | Subscription status |
Other phone numbers | Enter other phone numbers of the contact or select dynamically from previous trigger/action | Other phone numbers |
Last contacted time | System information field, cannot be updated | Last contacted time |
Last contacted mode | Choose last contacted mode from dropdown or select dynamically from previous trigger/action | Last contacted mode |
Last activity type | Choose last activity type from dropdown or select dynamically from previous trigger/action | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Last seen on web | System information field, cannot be updated | Last seen on web |
Status | Choose status of the contact from dropdown or select dynamically from previous trigger/action | Status |
Lost reason | Choose lost reason from dropdown or select dynamically from previous trigger/action | Lost reason |
Source | Choose source of the contact from dropdown or select dynamically from previous trigger/action | Source |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Job title | Enter job title of the contact or select dynamically from previous trigger/action | Job title |
Time zone | Choose time zone for the contact from dropdown or select dynamically from previous trigger/action | Time zone |
Address | Enter address for the contact or select dynamically from previous trigger/action | Address |
City | Enter city of the contact or select dynamically from previous trigger/action | City |
State | Enter state of the contact or select dynamically from previous trigger/action | State |
Zipcode | Enter zipcode of the contact or select dynamically from previous trigger/action | Zipcode |
Country | Enter country of the contact or select dynamically from previous trigger/action | Country |
Enter Facebook link of the contact or select dynamically from trigger | ||
Enter Twitter link of the contact or select dynamically from trigger | ||
Enter Linkedin link of the contact or select dynamically from trigger | ||
Territory | Choose territory of the contact from dropdown or select dynamically from previous trigger/action | Territory |
Campaign | Choose campaign for the contact from dropdown or select dynamically from previous trigger/action | Campaign |
Medium | Enter medium of the contact or select dynamically from previous trigger/action | Medium |
Keyword | Enter keyword for the contact or select dynamically from previous trigger/action | Keyword |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Last seen on web | System information field, cannot be updated | Last seen on web |
Score | Enter score or select dynamically from the trigger/ action | Score |
Recent note | System information field, cannot be updated | Recent note |
Created by | Choose created by from dropdown or select dynamically from previous trigger/action | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from dropdown or select dynamically from previous trigger/action | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Web forms | System information field, cannot be updated | Web forms |
Last assigned at | System information field, cannot be updated | Last assigned at |
Create or Update Contact:
This action will update the existing contact or will create the new contact if contact doesn't exist. Users can Create or Update the contact by providing Contact ID or Email or Mobile No.
Action will update the contact if match is found, else a new contact is created with all the values provided.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update by (Required) | Select either Contact ID or Email or Mobile No, from which contact has to be Created or updated | Emails, Mobile |
Enter the Contact ID or Email or Phone No | Enter the Contact ID or Email or Phone No For which a contact has to be created or updated | Emails, Phone no |
First name | Enter First Name of the contact or select dynamically from previous trigger/action | First name |
Last name | Enter Last Name of the contact or select dynamically from previous trigger/action | Last name |
Account Name | Enter an Existing Account name from Freshsales which needs to be associated with the contact | Accounts |
Emails | Enter Email ID/s of the contact in the multiple text boxes or select dynamically from previous trigger/action (should not be associated with other existing contacts in the CRM) | Emails |
Work | Enter work phone number or select dynamically from previous trigger/action | Work |
Sales owner | Select Sales owner from dropdown or select dynamically from previous trigger/action | Sales owner |
Subscription status | Select subscription status from dropdown or select dynamically from previous trigger/action | Subscription status |
Lifecycle stage | Select lifecycle stage from dropdown or select dynamically from previous trigger/action | Lifecycle stage |
Lost reason | Select lost reason from dropdown or select dynamically from previous trigger/action | Lost reason |
Other phone numbers | Enter other phone numbers or select dynamically from previous trigger/action | Other phone numbers |
Last contacted time | System generated information, cannot be changed |
Last contacted time |
Last contacted mode | System generated information, cannot be changed | Last contacted mode |
Last activity type | System generated information, cannot be changed | Last activity type |
Last activity date | System generated information, cannot be changed | Last activity date |
Last seen on web | System generated information, cannot be changed | Last seen on web |
Status | Select Status from dropdown or select dynamically from the previous trigger/action | Status |
Mobile | Enter unique mobile number to be associated with contact, as action throws error if existing email is used | Mobile |
Tags | Any tag value can be added here or select dynamically from trigger | Tags |
Job title | Enter Job title or select dynamically from previous trigger/action | Job title |
Time zone | Select Time zone from dropdown or select dynamically from previous trigger/action | Time zone |
Address | Enter Address or select dynamically from previous trigger/action | Address |
City | Enter City or select dynamically from previous trigger/action | City |
State | Enter State or select dynamically from previous trigger/action | State |
Zipcode | Enter Zipcode or select dynamically from previous trigger/action | Zipcode |
Country | Enter Country or select dynamically from previous trigger/action | Country |
Enter Facebook link of the lead or select dynamically from trigger | ||
Enter Twitter link of the lead or select dynamically from trigger | ||
Enter Linkedin link of the lead or select dynamically from trigger | ||
Territory | Select Territory from dropdown or select dynamically from previous trigger/action | Territory |
Source | Select source from the dropdown or select dynamically from previous trigger/action | Source |
Campaign | Select Campaign from dropdown or select dynamically from previous trigger/action | Campaign |
Medium | Enter Medium or select dynamically from previous trigger/action | Medium |
Keyword | Enter Keyword or select dynamically from previous trigger/action | Keyword |
Active sales sequences | System generated information, cannot be changed | Active sales sequences |
Completed sales sequences | System generated information, cannot be changed | Completed sales sequences |
Score | System generated information, cannot be changed | Score |
Recent note | System generated information, cannot be changed | Recent note |
Created by | System generated information, cannot be changed | Created by |
Created at | System generated information, cannot be changed | Created at |
Updated by | System generated information, cannot be changed | Updated by |
Updated at | System generated information, cannot be changed | Updated at |
Web forms | System generated information, cannot be changed | Web forms |
Last assigned at | System generated information, cannot be changed | Last assigned at |
Add Note to Contact:
This action can be used to add note to existing contacts. The User can add a note to contact by Email or Contact ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either Email or Contact ID | Emails |
Enter Email/ Contact ID(required) | As per selection of ‘Update By’ field, User needs to enter Email or Contact ID or dynamically insert the data from previous trigger/action | Emails |
Note(required) | Add the note to be added to Contact or Dynamically select the note from previous trigger /action | Notes |
Find Contact:
This action can be used to find any contacts. Users can find the contact by Email.
The fields of this action are as below:
Field | Description | Freshsales Field |
Email(required) | Enter email id of the contact or select dynamically from previous trigger/action | Emails |
Should this step be considered a "success" when nothing is found? | Could be Yes or No, selected by User |
Choose false if you want subsequent steps to always be skipped when nothing is found. This is the most common case. The true option is used for greater control with filters and paths. If true, we will consider a "not found" result from this search step as a "success" and will always run subsequent Filter or Paths steps, allowing them to branch on whether or not the search returned a result.
Delete Contact:
This action can be used to delete any contacts. Users can delete the contact by email or contact ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Delete By(required) | This field can take either email or contact ID | Emails |
Enter Email / Contact ID | As per selection of ‘Delete By’ field, User needs to enter email or contact ID or dynamically insert the data from previous trigger/action | Emails |
Create Account:
This action can be used to Create any accounts. Users can Create the account by Name.
The fields of this action are as below:
Field | Description | Freshsales Field |
Name(required) | Enter name of the account or select dynamically from previous trigger/action | Name |
Website | Enter website url of the account or select dynamically from previous trigger/action | Website |
Phone | Enter phone number of the account or select dynamically from previous trigger/action | Phone |
Sales owner | Choose sales owner from the dropdown or select dynamically from previous trigger/action | Sales owner |
Number of employees | Choose the number of employees from the drop down, or select dynamically from the trigger. | Number of employees |
Annual revenue | Enter annual revenue of the account or select dynamically from previous trigger/action | Annual revenue |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger Multiple comma separated tags can be added. | Tags |
Industry type | Choose the industry type from the drop down, or select dynamically from the trigger | Industry type |
Business type | Choose the business type from the drop down, or select dynamically from the trigger | Business type |
Parent account | Enter parent account of the account or select dynamically from previous trigger/action | Parent account |
Territory | Enter Territory of the account or select dynamically from trigger, however it should be present in the CRM | Territory |
Address | Enter Address of the account or select dynamically from trigger | Address |
City | Enter City of the account or select dynamically from trigger | City |
State | Enter State of the account or select dynamically from trigger | State |
Zipcode | Enter Zipcode of the account or select dynamically from trigger | Zipcode |
Country | Enter Country of the account or select dynamically from trigger | Country |
Enter Facebook link of the account or select dynamically from trigger | ||
Enter Twitter link of the account or select dynamically from trigger | ||
Enter Linkedin link of the account or select dynamically from trigger | ||
Last contacted time | System information field, cannot be updated | Last contacted time |
Last contacted mode | Choose last contacted mode from the dropdown or select dynamically from trigger | Last contacted mode |
Last activity type | Choose last activity type from the dropdown or select dynamically from trigger | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Created by | Choose created by from dropdown or select dynamically from trigger | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from dropdown or select dynamically from trigger | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Last assigned at | System information field, cannot be updated | Last assigned at |
Update Account:
This action can be used to update any accounts. Users can update the existing account by Name or account ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either name or account ID | Name |
Enter Name/ Account ID(required) | As per selection of ‘Update By’ field, User needs to enter name or account ID or dynamically insert the data from previous trigger/action | Name |
Name | Enter name of the account or select dynamically from previous trigger/action | Name |
Website | Enter website url of the account or select dynamically from previous trigger/action | Website |
Phone | Enter phone number of the account or select dynamically from previous trigger/action | Phone |
Sales owner | Choose owner from the dropdown or select dynamically from previous trigger/action | Sales owner |
Parent account | Enter parent account or select dynamically from previous trigger/action | Parent account |
Number of employees | Choose the number of employees from the drop down, or select dynamically from the trigger. | Number of employees |
Annual revenue | Enter annual revenue of the account or select dynamically from previous trigger/action | Annual revenue |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Industry type | Choose the industry type from the drop down, or select dynamically from the trigger | Industry type |
Business type | Choose the business type from the drop down, or select dynamically from the trigger | Business type |
Territory | Enter Territory of the account or select dynamically from trigger, however it should be present in the CRM | Territory |
Address | Enter Address of the account or select dynamically from trigger | Address |
City | Enter City of the account or select dynamically from trigger | City |
State | Enter State of the account or select dynamically from trigger | State |
Zipcode | Enter Zipcode of the account or select dynamically from trigger | Zipcode |
Country | Enter Country of the account or select dynamically from trigger | Country |
Enter Facebook link of the account or select dynamically from trigger | ||
Enter Twitter link of the account or select dynamically from trigger | ||
Enter Linkedin link of the account or select dynamically from trigger | ||
Last contacted time | System information field, cannot be updated | Last contacted time |
Last contacted mode | Choose last contacted mode from the dropdown or select dynamically from trigger | Last contacted mode |
Last activity type | Choose last activity type from the dropdown or select dynamically from trigger | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Recent note | System information field, cannot be updated | Recent note |
Created by | Choose created by from the dropdown or select dynamically from trigger | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from the dropdown or select dynamically from trigger | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Last assigned at | System information field, cannot be updated | Last assigned at |
Add Note to Sales Account:
This action can be used to add note to existing Sales Account. The User can add a note to Sales Account by Account name or Account ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either Name or Account ID | Name |
Enter Name/ Account ID(required) | As per selection of ‘Update By’ field, User needs to enter Name or Account ID or dynamically insert the data from previous trigger/action | Name |
Note(required) | Add the note to be added to Sales Account or Dynamically select the note from previous trigger /action | Notes |
Find Account:
This action can be used to find any account. Users can find accounts by account name.
The fields of this action are as below:
Field | Description | Freshsales Field |
Account Name(required) | Enter account name of the account or select dynamically from previous trigger/action | Name |
Should this step be considered a "success" when nothing is found? | Could be Yes or No, selected by User |
Choose false if you want subsequent steps to always be skipped when nothing is found. This is the most common case. The true option is used for greater control with filters and paths. If true, we will consider a "not found" result from this search step as a "success" and will always run subsequent Filter or Paths steps, allowing them to branch on whether or not the search returned a result.
Create Deal:
This action can be used to Create any deals. Users can Create the deal by value and name.
The fields of this action are as below:
Field | Description | Freshsales Field |
Value(required) | Enter value of the deal or select dynamically from previous trigger/action | Deal value |
Name(required) | Enter name of the deal or select dynamically from previous trigger/action | Name |
Account name | Enter account name of the deal or select dynamically from previous trigger/action | Account name |
Related Contact ID | Enter related contact id of the deal or select dynamically from previous trigger/action | Related contacts |
Deal pipeline | Choose from the dropdown or select dynamically from previous trigger/action | Deal pipeline |
Deal stage | Choose from the dropdown or select dynamically from previous trigger/action | Deal stage |
Lost reason | Choose from the dropdown or select dynamically from previous trigger/action | Lost reason |
Closed date | Enter closed date of deal or select dynamically from previous trigger/action | Closed date |
Sales owner | Choose sales owner of the deal from the dropdown or select dynamically from previous trigger/action | Sales owner |
Forecast category | Choose from the dropdown or select dynamically from previous trigger/action | Forecast category |
Expected close date | Enter expected close date or select dynamically from previous trigger/action | Expected close date |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Product | Choose product from dropdown or select dynamically from previous trigger/action | Products |
Currency | Choose currency from dropdown or select dynamically from previous trigger/action | Currency |
Deal value in Base Currency | Enter deal value in base currency or select dynamically from previous trigger/action | Deal value in Base Currency |
Payment status | Choose payment status from dropdown or select dynamically from previous trigger/action | Payment status |
Probability (%) | Enter probability of the deal or select dynamically from previous trigger/action | Probability (%) |
Territory | Choose territory of the deal from dropdown or select dynamically from previous trigger/action | Territory |
Type | Choose type of the deal from dropdown or select dynamically from previous trigger/action | Type |
Source | Choose source of the deal from dropdown or select dynamically from previous trigger/action | Source |
Campaign | Choose campaign for the deal from dropdown or select dynamically from previous trigger/action | Campaign |
Last activity type | Choose last activity type for the deal from dropdown or select dynamically from previous trigger/action | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Age (in days) | Enter age of deal or select dynamically from previous trigger/action | Age (in days) |
Recent note | System information field, cannot be updated | Recent note |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Created by | Choose created by from dropdown or select dynamically from previous trigger/action | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from dropdown or select dynamically from previous trigger/action | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Web form | Choose web from from the dropdown or select dynamically form previous trigger/action | Web form |
Upcoming activities | System information field, cannot be updated | Upcoming activities |
Deal stage updated at | System information field, cannot be updated | Deal stage updated at |
Last assigned at | System information field, cannot be updated | Last assigned at |
Expected deal value | System information field, cannot be updated | Expected deal value |
Update Deal:
This action can be used to update any deals. Users can update the deal by name or deal ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either name or deal ID | Name |
Enter Name/ Deal ID(required) | As per selection of ‘Update By’ field, User needs to enter name or deal ID or dynamically insert the data from previous trigger/action | Name |
Name | Enter name of the deal or select dynamically from previous trigger/action | Name |
Deal value | Enter Deal value of the deal or select dynamically from previous trigger/action | Value |
Account name | Enter account name of the deal or select dynamically from previous trigger/action | Account name |
Related Contact ID | Enter related contact id of the deal or select dynamically from previous trigger/action | Related contacts |
Deal pipeline | Choose from the dropdown or select dynamically from previous trigger/action | Deal pipeline |
Deal stage | Choose from the dropdown or select dynamically from previous trigger/action | Deal stage |
Lost reason | Choose from the dropdown or select dynamically from previous trigger/action | Lost reason |
Closed date | Enter closed date of deal or select dynamically from previous trigger/action | Closed date |
Owner | Choose owner of the deal from the dropdown or select dynamically from previous trigger/action | Sales owner |
Forecast category | Choose from the dropdown or select dynamically from previous trigger/action | Forecast category |
Expected close date | Enter expected close date or select dynamically from previous trigger/action | Expected close date |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Product | Choose product from dropdown or select dynamically from previous trigger/action | Products |
Currency | Choose currency from dropdown or select dynamically from previous trigger/action | Currency |
Deal value in Base Currency | Enter deal value in base currency or select dynamically from previous trigger/action | Deal value in Base Currency |
Payment status | Choose payment status from dropdown or select dynamically from previous trigger/action | Payment status |
Probability (%) | Enter probability of the deal or select dynamically from previous trigger/action | Probability (%) |
Territory | Choose territory of the deal from dropdown or select dynamically from previous trigger/action | Territory |
Type | Choose type of the deal from dropdown or select dynamically from previous trigger/action | Type |
Source | Choose source of the deal from dropdown or select dynamically from previous trigger/action | Source |
Campaign | Choose campaign for the deal from dropdown or select dynamically from previous trigger/action | Campaign |
Last activity type | Choose last activity type for the deal from dropdown or select dynamically from previous trigger/action | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Age (in days) | Enter age of deal or select dynamically from previous trigger/action | Age (in days) |
Recent note | System information field, cannot be updated | Recent note |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Created by | Choose created by from dropdown or select dynamically from previous trigger/action | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from dropdown or select dynamically from previous trigger/action | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Web form | Choose web from from the dropdown or select dynamically form previous trigger/action | Web form |
Upcoming activities | System information field, cannot be updated | Upcoming activities |
Deal stage updated at | System information field, cannot be updated | Deal stage updated at |
Last assigned at | System information field, cannot be updated | Last assigned at |
Expected deal value | System information field, cannot be updated | Expected deal value |
Add Note to Deal:
This action can be used to add note to existing Deals. The User can add a note to Deal by Name or Deal ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either Name or Deal ID | Name |
Enter Name/ Deal ID(required) | As per selection of ‘Update By’ field, User needs to enter Name or Deal ID or dynamically insert the data from previous trigger/action | Name |
Note(required) | Add the note to be added to Deal or Dynamically select the note from previous trigger /action | Notes |
Create Lead:
This action can be used to Create any leads. Users can Create the lead by value and name.
The fields of this action are as below:
Field | Description | Freshsales Field |
First Name | Enter first name of the lead or select dynamically from previous trigger/action | First name |
Last Name(required) | Enter last name of the lead or select dynamically from previous trigger/action | Last name |
Company Name | Enter company name of the lead or select dynamically from previous trigger/action | Company name |
Enter email id of the lead or select dynamically from previous trigger/action | Emails | |
Mobile Number | Enter mobile number of the lead or select dynamically from previous trigger/action | Mobile |
Emails | Enter emails of the lead or select dynamically from previous trigger/action | Emails |
Work | Enter work of the lead or select dynamically from previous trigger/action | Work |
Sales owner | Choose owner for the lead from dropdown or select dynamically from previous trigger/action | Sales owner |
Other phone numbers | Enter other phone numbers of the lead or select dynamically from previous trigger/action | Other phone numbers |
Lead stage | Choose lead stage for the lead from dropdown or select dynamically from previous trigger/action | Lead stage |
Unqualified reason | Choose unqualified reason for the lead from dropdown or select dynamically from previous trigger/action | Unqualified reason |
Subscription status | Choose subscription status from dropdown or select dynamically from previous trigger/action | Subscription status |
Last contacted time | System information field, cannot be updated | Last contacted time |
Last contacted mode | Choose last contacted mode for the lead from dropdown or select dynamically from previous trigger/action | Last contacted mode |
Last activity type | Choose last activity type for the lead from dropdown or select dynamically from previous trigger/action | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Last seen on web | System information field, cannot be updated | Last seen on web |
Last assigned at | System information field, cannot be updated | Last assigned at |
Company website | Enter company website of the lead or select dynamically from previous trigger/action | Company website |
Job title | Enter job title of the lead or select dynamically from previous trigger/action | Job title |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Territory | Choose territory of the lead from dropdown or select dynamically from previous trigger/action | Territory |
Time zone | Choose time zone for the lead from dropdown or select dynamically from previous trigger/action | Time zone |
Address | Enter address for the lead or select dynamically from previous trigger/action | Address |
City | Enter city of the lead or select dynamically from previous trigger/action | City |
State | Enter state of the lead or select dynamically from previous trigger/action | State |
Zipcode | Enter zipcode of the lead or select dynamically from previous trigger/action | Zipcode |
Country | Enter country of the lead or select dynamically from previous trigger/action | Country |
Enter Facebook link of the lead or select dynamically from trigger | ||
Enter Twitter link of the lead or select dynamically from trigger | ||
Enter Linkedin link of the lead or select dynamically from trigger | ||
Company address | Enter company address for the lead or select dynamically from previous trigger/action | Company address |
Company city | Enter company city of the lead or select dynamically from previous trigger/action | Company city |
Company state | Enter company state of the lead or select dynamically from previous trigger/action | Company state |
Company zipcode | Enter company zipcode of the lead or select dynamically from previous trigger/action | Company zipcode |
Company country | Enter company country of the lead or select dynamically from previous trigger/action | Company country |
Number of employees | Choose number of employees of the lead from dropdown or select dynamically from previous trigger/action | Number of employees |
Company annual revenue | Enter company annual revenue of the lead or select dynamically from previous trigger/action | Company annual revenue |
Company phone | Enter company phone number of the lead or select dynamically from previous trigger/action | Company phone |
Industry type | Choose industry type of the lead from dropdown or select dynamically from previous trigger/action | Industry type |
Business type | Choose business type of the lead from dropdown or select dynamically from previous trigger/action | Business type |
Deal name | Enter deal name of the lead or select dynamically from previous trigger/action | Deal name |
Deal Currency | Choose deal currency of the lead from dropdown or select dynamically from previous trigger/action | Deal currency |
Deal value | Enter deal value of the lead or select dynamically from previous trigger/action | Deal value |
Deal value in Base Currency | Enter deal value in base currency of the lead or select dynamically from previous trigger/action | Deal value in Base Currency |
Deal expected close date | Enter deal expected close date in base currency of the lead or select dynamically from previous trigger/action | Deal expected close date |
Products | Choose product of the lead from dropdown or select dynamically from previous trigger/action | Products |
Source | Choose source of the lead from dropdown or select dynamically from previous trigger/action | Source |
Campaign | Choose campaign of the lead from dropdown or select dynamically from previous trigger/action | Campaign |
Medium | Enter medium of the lead or select dynamically from previous trigger/action | Medium |
Keyword | Enter keyword of the lead or select dynamically from previous trigger/action | Keyword |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Score | Enter score of the lead or select dynamically from previous trigger/action | Score |
Recent note | System information field, cannot be updated | Recent note |
Created by | Choose created by from dropdown or select dynamically from previous trigger/action | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from the dropdown or select dynamically from previous trigger/action | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Web forms | System information field, cannot be updated | Web forms |
Last assigned at | System information field, cannot be updated | Last assigned at |
Update Lead:
This action can be used to update any leads. Users can update the lead by email or lead ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either email or lead ID | Emails |
Enter Email/ lead ID(required) | As per selection of ‘Update By’ field, User needs to enter email or lead ID or dynamically insert the data from previous trigger/action | Emails |
First Name | Enter first name of the lead or select dynamically from previous trigger/action | First name |
Last Name | Enter last name of the lead or select dynamically from previous trigger/action | Last name |
Company name | Enter company name of the lead or select dynamically from previous trigger/action | Company name |
Emails | Enter emails of the lead or select dynamically from previous trigger/action | Emails |
Work | Enter work of the lead or select dynamically from previous trigger/action | Work |
Sales owner | Choose owner for the lead from dropdown or select dynamically from previous trigger/action | Sales owner |
Lead stage | Choose lead stage for the lead from dropdown or select dynamically from previous trigger/action | Lead stage |
Unqualified reason | Choose unqualified reason for the lead from dropdown or select dynamically from previous trigger/action | Unqualified reason |
Last contacted time | System information field, cannot be updated | Last contacted time |
Last contacted mode | Choose last contacted mode for the lead from dropdown or select dynamically from previous trigger/action | Last contacted mode |
Last activity type | Choose last activity type for the lead from dropdown or select dynamically from previous trigger/action | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Last seen on web | System information field, cannot be updated | Last seen on web |
Last assigned at | System information field, cannot be updated | Last assigned at |
Company website | Enter company website of the lead or select dynamically from previous trigger/action | Company website |
Mobile | Enter mobile number of the lead or select dynamically from previous trigger/action | Mobile |
Job title | Enter job title of the lead or select dynamically from previous trigger/action | Job title |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Territory | Choose territory of the lead from dropdown or select dynamically from previous trigger/action | Territory |
Time zone | Choose time zone for the lead from dropdown or select dynamically from previous trigger/action | Time zone |
Other phone numbers | Enter other phone numbers or select dynamically from previous trigger/action | Other phone numbers |
Address | Enter address for the lead or select dynamically from previous trigger/action | Address |
City | Enter city of the lead or select dynamically from previous trigger/action | City |
State | Enter state of the lead or select dynamically from previous trigger/action | State |
Zipcode | Enter zipcode of the lead or select dynamically from previous trigger/action | Zipcode |
Country | Enter country of the lead or select dynamically from previous trigger/action | Country |
Enter Facebook link of the lead or select dynamically from trigger | ||
Enter Twitter link of the lead or select dynamically from trigger | ||
Enter Linkedin link of the lead or select dynamically from trigger | ||
Company address | Enter company address for the lead or select dynamically from previous trigger/action | Company address |
Company city | Enter company city of the lead or select dynamically from previous trigger/action | Company city |
Company state | Enter company state of the lead or select dynamically from previous trigger/action | Company state |
Company zipcode | Enter company zipcode of the lead or select dynamically from previous trigger/action | Company zipcode |
Company country | Enter company country of the lead or select dynamically from previous trigger/action | Company country |
Number of employees | Choose number of employees of the lead from dropdown or select dynamically from previous trigger/action | Number of employees |
Company annual revenue | Enter company annual revenue of the lead or select dynamically from previous trigger/action | Company annual revenue |
Company phone | Enter company phone number of the lead or select dynamically from previous trigger/action | Company phone |
Industry type | Choose industry type of the lead from dropdown or select dynamically from previous trigger/action | Industry type |
Business type | Choose business type of the lead from dropdown or select dynamically from previous trigger/action | Business type |
Deal name | Enter deal name of the lead or select dynamically from previous trigger/action | Deal name |
Deal Currency | Choose deal currency of the lead from dropdown or select dynamically from previous trigger/action | Deal currency |
Deal value | Enter deal value of the lead or select dynamically from previous trigger/action | Deal value |
Deal value in Base Currency | Enter deal value in base currency of the lead or select dynamically from previous trigger/action | Deal value in Base Currency |
Deal expected close date | Enter deal expected close date in base currency of the lead or select dynamically from previous trigger/action | Deal expected close date |
Products | Choose product of the lead from dropdown or select dynamically from previous trigger/action | Products |
Source | Choose source of the lead from dropdown or select dynamically from previous trigger/action | Source |
Campaign | Choose campaign of the lead from dropdown or select dynamically from previous trigger/action | Campaign |
Medium | Enter medium of the lead or select dynamically from previous trigger/action | Medium |
Keyword | Enter keyword of the lead or select dynamically from previous trigger/action | Keywork |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Score | Enter lead score of the lead or select dynamically from previous trigger/action | Score |
Recent note | System information field, cannot be updated | Recent note |
Created by | Choose created by from dropdown or select dynamically from previous trigger/action | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from the dropdown or select dynamically from previous trigger/action | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Web forms | System information field, cannot be updated | Web forms |
Last assigned at | System information field, cannot be updated | Last assigned at |
Add Note to Lead:
This action can be used to add note to existing Leads. The User can add a note to Lead by Email or Lead ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Update By(required) | This field can take either Email or Lead ID | Emails |
Enter Email/ Lead ID(required) | As per selection of ‘Update By’ field, User needs to enter Email or Lead ID or dynamically insert the data from previous trigger/action | Emails |
Note(required) | Add the note to be added to Lead or Dynamically select the note from previous trigger /action | Notes |
Lead Convert:
This action can be used to convert any leads. Users can convert the lead by lead ID.
The fields of this action are as below:
Field | Description | Freshsales Field |
Lead ID(required) | Enter lead ID for the lead or or select dynamically from previous trigger/action | |
First Name | Enter first name of the lead or select dynamically from previous trigger/action | First name |
Last Name | Enter last name of the lead or select dynamically from previous trigger/action | Last name |
Company Name | Enter company name of the lead or select dynamically from previous trigger/action | Company name |
Emails | Enter emails of the lead or select dynamically from previous trigger/action | Emails |
Mobile | Enter mobile number of the lead or select dynamically from previous trigger/action | Mobile |
Work | Enter work of the lead or select dynamically from previous trigger/action | Work |
Sales owner | Choose owner for the lead from dropdown or select dynamically from previous trigger/action | Sales owner |
Other phone numbers | Enter other phone numbers of the lead or select dynamically from previous trigger/action | Other phone numbers |
Unqualified reason | Choose unqualified reason for the lead from dropdown or select dynamically from previous trigger/action | Unqualified reason |
Subscription status | Choose subscription status from dropdown or select dynamically from previous trigger/action | Subscription status |
Last contacted time | System information field, cannot be updated | Last contacted time |
Last contacted mode | Choose last contacted mode for the lead from dropdown or select dynamically from previous trigger/action | Last contacted mode |
Last activity type | Choose last activity type for the lead from dropdown or select dynamically from previous trigger/action | Last activity type |
Last activity date | System information field, cannot be updated | Last activity date |
Last seen on web | System information field, cannot be updated | Last seen on web |
Last assigned at | System information field, cannot be updated | Last assigned at |
Company website | Enter company website of the lead or select dynamically from previous trigger/action | Company website |
Job title | Enter job title of the lead or select dynamically from previous trigger/action | Job title |
Tags | Any tag value can be added here without spaces in between or select dynamically from trigger | Tags |
Territory | Choose territory of the lead from dropdown or select dynamically from previous trigger/action | Territory |
Time zone | Choose time zone for the lead from dropdown or select dynamically from previous trigger/action | Time zone |
Address | Enter address for the lead or select dynamically from previous trigger/action | Address |
City | Enter city of the lead or select dynamically from previous trigger/action | City |
State | Enter state of the lead or select dynamically from previous trigger/action | State |
Zipcode | Enter zipcode of the lead or select dynamically from previous trigger/action | Zipcode |
Country | Enter country of the lead or select dynamically from previous trigger/action | Country |
Enter Facebook link of the lead or select dynamically from trigger | ||
Enter Twitter link of the lead or select dynamically from trigger | ||
Enter Linkedin link of the lead or select dynamically from trigger | ||
Company address | Enter company address for the lead or select dynamically from previous trigger/action | Company address |
Company city | Enter company city of the lead or select dynamically from previous trigger/action | Company city |
Company state | Enter company state of the lead or select dynamically from previous trigger/action | Company state |
Company zipcode | Enter company zipcode of the lead or select dynamically from previous trigger/action | Company zipcode |
Company country | Enter company country of the lead or select dynamically from previous trigger/action | Company country |
Number of employees | Choose number of employees of the lead from dropdown or select dynamically from previous trigger/action | Number of employees |
Company annual revenue | Enter company annual revenue of the lead or select dynamically from previous trigger/action | Company annual revenue |
Company phone | Enter company phone number of the lead or select dynamically from previous trigger/action | Company phone |
Industry type | Choose industry type of the lead from dropdown or select dynamically from previous trigger/action | Industry type |
Business type | Choose business type of the lead from dropdown or select dynamically from previous trigger/action | Business type |
Deal name | Enter deal name of the lead or select dynamically from previous trigger/action | Deal name |
Deal Currency | Choose deal currency of the lead from dropdown or select dynamically from previous trigger/action | Deal currency |
Deal value | Enter deal value of the lead or select dynamically from previous trigger/action | Deal value |
Deal value in Base Currency | Enter deal value in base currency of the lead or select dynamically from previous trigger/action | Deal value in Base Currency |
Deal expected close date | Enter deal expected close date in base currency of the lead or select dynamically from previous trigger/action | Deal expected close date |
Products | Choose product of the lead from dropdown or select dynamically from previous trigger/action | Products |
Source | Choose source of the lead from dropdown or select dynamically from previous trigger/action | Source |
Campaign | Choose campaign of the lead from dropdown or select dynamically from previous trigger/action | Campaign |
Medium | Enter medium of the lead or select dynamically from previous trigger/action | Medium |
Keyword | Enter keyword of the lead or select dynamically from previous trigger/action | Keyword |
Active sales sequences | System information field, cannot be updated | Active sales sequences |
Completed sales sequences | System information field, cannot be updated | Completed sales sequences |
Score | Enter lead score of the lead or select dynamically from previous trigger/action | Score |
Recent note | System information field, cannot be updated | Recent note |
Created by | System information field, cannot be updated | Created by |
Created at | System information field, cannot be updated | Created at |
Updated by | Choose updated by from the dropdown or select dynamically from previous trigger/action | Updated by |
Updated at | System information field, cannot be updated | Updated at |
Web forms | System information field, cannot be updated | Web forms |
Last assigned at | System information field, cannot be updated | Last assigned at |
Find Lead:
This action can be used to Find Lead. Users can Find lead with Email or Mobile No.
The fields of this action are as below:
Field | Description | Freshsales Field |
Find by(required) | Enter Email ID or Phone No with which lead to be found or select dynamically from previous trigger/action | Emails/ Phone number |
Email / Phone No | Enter Email or Phone No of the lead to be found or select dynamically from previous trigger/action | Emails/Phone number |
If the lead does not exist, click Create Freshsales Lead if it doesn’t exist yet?
The following are the fields to be updated when the above checkbox is enabled,
Field | Description | Freshsales Field |
First Name | Enter First Name of the lead or select dynamically from previous trigger/action | First name |
Last Name | Enter last Name of the lead or select dynamically from previous trigger/action | Last name |
Company Name | Enter Existing Company name or select dynamically from previous trigger/action | Company name |
Enter unique email address to be associated with lead, as action throws error if existing email is used | Emails | |
Mobile number | Enter unique mobile number to be associated with lead, as action throws error if existing email is used | Mobile |
Emails | Enter unique email address to be associated with lead, as action throws error if existing email is used | Emails |
Work | Enter work phone number or select dynamically from previous trigger/action | Work |
Sales owner | Select Sales owner from dropdown or select dynamically from previous trigger/action | Sales owner |
Other phone numbers | Enter other phone numbers or select dynamically from previous trigger/action | Other phone numbers |
Lead stage | Select Lead stage from dropdown or select dynamically from previous trigger/action | Lead stage |
Unqualified reason | Choose Unqualified reason from dropdown or select dynamically from the trigger/action | Unqualified reason |
Subscription status | Choose subscription status from dropdown or select dynamically from the trigger/action | Subscription status |
Last contacted time | System generated information, cannot be changed | Last contacted time |
Last contacted mode | System generated information, cannot be changed | Last contacted mode |
Last activity type | System generated information, cannot be changed | Last activity type |
Last activity date | System generated information, cannot be changed | Last activity date |
Last seen on web | System generated information, cannot be changed | Last seen on web |
Last assigned at | System generated information, cannot be changed | Last assigned at |
Company website | Enter existing company website or select dynamically from previous trigger/action | Company website |
Job title | Enter Job title or select dynamically from previous trigger/action | Job title |
Tags | Any tag value can be added here or select dynamically from trigger | Tags |
Territory | Select Territory from dropdown or select dynamically from previous trigger/action | Territory |
Time zone | Select Time zone from dropdown or select dynamically from previous trigger/action | Time zone |
Address |
Enter Address or select dynamically from previous trigger/action | Address |
City | Enter City or select dynamically from previous trigger/action | City |
State | Enter State or select dynamically from previous trigger/action | State |
Zipcode | Enter Zipcode or select dynamically from previous trigger/action | Zipcode |
Country | Enter Country or select dynamically from previous trigger/action | Country |
Enter Facebook link of the lead or select dynamically from trigger | ||
Enter Twitter link of the lead or select dynamically from trigger | ||
Enter Linkedin link of the lead or select dynamically from trigger | ||
Company address | Enter Company Address or select dynamically from previous trigger/action | Company address |
Company city | Enter Company City or select dynamically from previous trigger/action | Company city |
Company state | Enter Company State or select dynamically from previous trigger/action | Company city |
Company zipcode | Enter Company Zipcode or select dynamically from previous trigger/action | Company zipcode |
Company country | Enter Company Country or select dynamically from previous trigger/action | Company country |
Number of employees | Select number of employees range from the dropdown or select dynamically from previous trigger/action | Number of employees |
Company annual revenue | Enter Company annual revenue(Numeric values only) or select dynamically from previous trigger/action | Company annual revenue |
Company phone | Enter Company Phone number or select dynamically from previous trigger/action | Company phone |
Industry type | Select Industry type from dropdown or select dynamically from previous trigger/action | Industry type |
Business type | Select Business type from dropdown or select dynamically from previous trigger/action | Business type |
Deal name | Enter Deal name or select dynamically from previous trigger/action | Deal name |
Deal Currency | Select Deal Currency from dropdown or select dynamically from previous trigger/action | Deal currency |
Deal value | Enter Deal value or select dynamically from previous trigger/action | Deal value |
System generated information, cannot be changed | Deal value in Base Currency | |
Deal expected close date | Enter Deal expected close date or select dynamically from previous trigger/action | Deal expected close date |
Products | Enter Products or select dynamically from previous trigger/action | Products |
Source | Select Source from dropdown or select dynamically from previous trigger/action | Source |
Campaign | Select Campaign from dropdown or select dynamically from previous trigger/action | Campaign |
Medium | Enter Medium or select dynamically from previous trigger/action | Medium |
Keyword | Enter Keyword or select dynamically from previous trigger/action | Keyword |
Active sales sequences | System generated information, cannot be changed | Active sales sequences |
Completed sales sequences | System generated information, cannot be changed | Completed sales sequences |
Score | System generated information, cannot be changed | Score |
Recent note | System generated information, cannot be changed | Recent note |
Created by | System generated information, cannot be changed | Created by |
Created at | System generated information, cannot be changed | Created at |
Updated by | System generated information, cannot be changed | Updated by |
Updated at | System generated information, cannot be changed | Updated at |
Web forms | System generated information, cannot be changed | Web forms |
Last assigned at | System generated information, cannot be changed | Last assigned at |