Do everything in one place
Customize your Freshsales and Namely integration with the following
triggers and actions.
Triggers
When this happens…
Freshsales
- New recordNew record in Freshsales
- New/updated recordNew/updated record in Freshsales
Any other trigger you can think up
Namely
- New eventNew event in Namely
- New employee profileNew employee profile in Namely
- New/updated employee profileNew or updated employee profile in Namely
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
Namely
- Custom actionCustom action in Namely (Custom)
- Create status postPost new status on Namely
- Get employee profile details by IDGet employee profile details in Namely
- Post commentPost comment in Namely
- Search people profiles BatchSearch people profiles in Namely
- Update people profileUpdate people profile in Namely
Any other action you can think up
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