Freshsales and Gainsight integrations and automations

Do everything in one place

Customize your Freshsales and Gainsight integration with the following triggers and actions.

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

Gainsight
  • New record
    New record in Gainsight NXT
  • New records in batch
    New records in batches in Gainsight NXT
  • New updated record
    New/updated record in Gainsight NXT
  • New updated records in batch
    New/updated records in batches in Gainsight NXT

    • 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

Gainsight
  • Create company record/s
    Create company record/s in Gainsight NXT
  • Custom action
    Custom action in Gainsight NXT
  • Get record details
    Get record details by ID in Gainsight NXT
  • Get upsert request status
    Get upsert request status in Gainsight NXT by status ID
  • Search records
    Search records in Gainsight NXT
  • Update company record/s
    Update company record/s in Gainsight NXT
  • Upsert persons in bulk
    Upsert persons in bulk in Gainsight NXT
  • Upsert person
    Upsert person in Gainsight NXT

    • Any other action you can think up

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