Baton + Freshsales Classic

Create Baton projects from new Freshsales Classic deals

This Zapier integration will create Baton projects from new Freshsales Classic deals automatically.

When this happens...
New Deal
Triggers when a new deal is created.
TriggerScheduled
automatically do this!
Create Project
Creates a Project on Baton
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write

- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write

- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Search or write
Templates
Triggers when a new template is created
Trigger
Scheduled
Try It
- Title contains
Action
Search

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write
- Project Status
Trigger
Scheduled
Try It
- Project TitleRequired
- 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

About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

Related categories

Project Management

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

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Baton + Freshsales Classic

Create Baton projects from new Freshsales Classic deals

Supported triggers and actions

New Account

New Deal

New Task

Add Note to Deal

Add Note to Sales Account

Create Contact

Create Lead

Delete Contact

Update Account

Update Deal

Find Account

Find Lead

Search the matching Leads

Templates

Search Template

New Contact

New Lead

Add Note to Contact

Add Note to Lead

Create Account

Create Deal

Create or Update Contact

Lead Convert

Update Contact

Update Lead

Find Contact

Search the matching Contacts

New Projects Based on Status

Create Project

About Baton

Related categories

About Freshsales Classic

Related categories

Similar apps

Zapier Interfaces