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Connect Baton and Freshsales Classic to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Baton with Freshsales Classic - no code necessary. See how you can get setup in minutes.

Select a trigger from Baton

A trigger is an event that starts your Zap and runs the workflow. For example, with Baton, a trigger could be "New Projects Based on Status."
A trigger is the event that kicks off your automated workflow.

Setup an action from Freshsales Classic

An action is what takes place after the automation is triggered. For example, with Freshsales Classic, the action could be "Add Note to Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Baton to Freshsales Classic

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Baton to Freshsales Classic integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Baton and Freshsales Classic to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Project Status
    Trigger
    Scheduled
    Try It
    • Project Title
      Required
    • Project Description
    • Client Name
    • Start Date
    • Estimated Completion Date
    • Annual Contract Value
    • Implementation Budget
    • Budget Shown to Client
    • Estimated Duration
    • Template
    • Custom Fields
    Action
    Write
    • Filter Name
      Required
    Trigger
    Scheduled
    Try It
    • Filter Name
      Required
    Trigger
    Scheduled
    Try It
  • Baton triggers, actions, and search
    Templates

    Triggers when a new template is created

    Trigger
    Scheduled
    Try It
    • Title contains
    Action
    Search
    • Filter Name
      Required
    Trigger
    Scheduled
    Try It
    • Filter Name
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Baton on the Zapier blog

Learn how to automate Freshsales Classic on the Zapier blog

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About Baton
Baton is the leading platform for managing software implementations and customer onboarding.
Help
Related categories
  • Project Management
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About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
Related categories
  • CRM (Customer Relationship Management)
Similar apps
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  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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