Freshsales and Microsoft Word integrations and automations

Seamlessly connect Freshsales and Microsoft Word. 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

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

Microsoft Word
  • Custom action
    Custom action in Microsoft Word (Custom)
  • Accept tracked change
    Accept tracked change in Microsoft Word
  • Add comment
    Add comment in Microsoft Word
  • Create document
    Create document in Microsoft Word
  • Download document
    Download document in Microsoft Word
  • Get document content
    Get document content in Microsoft Word
  • Get document info
    Get document info in Microsoft Word
  • List comments Batch
    List comments in Microsoft Word
  • List tracked changes Batch
    List tracked changes in Microsoft Word
  • Reject tracked change
    Reject tracked change in Microsoft Word
  • Reopen comment
    Reopen comment in Microsoft Word
  • Reply to comment
    Reply to comment in Microsoft Word
  • Resolve comment
    Resolve comment in Microsoft Word
  • Update document
    Update document content in Microsoft Word

    • Any other action you can think up

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