Freshsales + Hipcall-Integration

Freshsales

Freshsales ist eine cloudbasierte CRM-Lösung für Unternehmen, die integrierte E-Mail- und Telefonfunktionen, Lead-Management, Ereignisverfolgung und mehr bietet.

Wenn dies geschieht (Trigger)

Tun Sie dies (Aktionen)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Freshsales
New Contact
Triggers when a new contact is created
Freshsales
New Lead
Triggers when a new lead is created
Freshsales
New Account
Triggers when a new account is created.
Freshsales
New Deal
Triggers when a new deal is created
Freshsales
New Task
Triggers when a new task is created.
Freshsales
Add Note to Contact
Adds note to contact.
Freshsales
Add Note to Lead
Adds a note to lead.
Freshsales
Convert Lead to Contact
Converts a lead to Contact.
Freshsales
Create Contact
Creates contact.
Freshsales
Create Deal
Creates a deal.
Freshsales
Create Lead (Beta)
Creates a lead.
Freshsales
Update Contact
Updates contact.
Freshsales
Update Lead
Update specified lead.
Freshsales
Search Lead Or Contact By Email
Search lead or contact by Specified email.
Freshsales
Lookup Search
Retrives the record from the name or email address of record.
Freshsales
Search User
Retrieve user based on query, supporting email or name.
Freshsales
Get All Contacts
Retrieves all contact.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.