Do everything in one place
Customize your Freshsales and Freshservice integration with the following
triggers and actions.
Triggers
When this happens…
Freshservice
- New ticketNew ticket in Freshservice
- New/updated ticketNew or updated ticket in Freshservice
Any other trigger you can think up
Actions
Do this…
Freshsales
- Custom actionCustom action in Freshsales (Custom)
- Add contacts to marketing listAdd contacts to marketing list in Freshsales
- Create recordCreate record in Freshsales
- Delete recordDelete record in Freshsales
- Get record details by IDGet details of specific record in Freshsales
- Retrieve scheduled reportRetrieve for scheduled report in Freshsales
- List recordsList records in Freshsales
- Lookup searchLookup search in Freshsales
- Move contacts to marketing listMove contacts to marketing list in Freshsales
- Remove contacts to marketing listRemove contacts to marketing list in Freshsales
- Search recordsSearch for records in Freshsales
- Search records by querySearch for records by query in Freshsales
- Update recordUpdate record in Freshsales
- Upsert recordUpsert record in Freshsales
Any other action you can think up
Freshservice
- Custom actionCustom action in Freshservice (Custom)
- Create agentCreate agent in Freshservice
- Create incidentCreate incident in Freshservice
- Create onboarding requestCreate onboarding request in Freshservice
- Create requesterCreate requester in Freshservice
- Create service requestCreate service request in Freshservice
- Get agent detailsGet Agent details by ID in Freshservice
- List agent fieldsList agent fields in Freshservice
- List service itemsList service items in Freshservice
- List onboarding form fieldsList onboarding form fields in Freshservice
- Get requester detailsGet requester by ID in Freshservice
- List requester fieldsList requester fields in Freshservice
- List ticket form fieldsList ticket form fields in Freshservice
- Search agentsSearch agents in Freshservice
- Search requestersSearch requesters in Freshservice
- Search ticketsSearch tickets in Freshservice
- Update requesterUpdate requester in Freshservice
Any other action you can think up
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