Freshsales and Namely integrations and automations

Seamlessly connect Freshsales and Namely. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Freshsales
  • New record
    New record in Freshsales
  • New/updated record
    New/updated record in Freshsales

    • Any other trigger you can think up

Namely
  • New event
    New event in Namely
  • New employee profile
    New employee profile in Namely
  • New/updated employee profile
    New or updated employee profile in Namely

    • Any other trigger you can think up

Actions

Do this…

Freshsales
  • Custom action
    Custom action in Freshsales (Custom)
  • Add contacts to marketing list
    Add contacts to marketing list in Freshsales
  • Create record
    Create record in Freshsales
  • Delete record
    Delete record in Freshsales
  • Get record details by ID
    Get details of specific record in Freshsales
  • Retrieve scheduled report
    Retrieve for scheduled report in Freshsales
  • List records
    List records in Freshsales
  • Lookup search
    Lookup search in Freshsales
  • Move contacts to marketing list
    Move contacts to marketing list in Freshsales
  • Remove contacts to marketing list
    Remove contacts to marketing list in Freshsales
  • Search records
    Search for records in Freshsales
  • Search records by query
    Search for records by query in Freshsales
  • Update record
    Update record in Freshsales
  • Upsert record
    Upsert record in Freshsales

    • Any other action you can think up

Namely
  • Custom action
    Custom action in Namely (Custom)
  • Create status post
    Post new status on Namely
  • Get employee profile details by ID
    Get employee profile details in Namely
  • Post comment
    Post comment in Namely
  • Search people profiles Batch
    Search people profiles in Namely
  • Update people profile
    Update people profile in Namely

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation