Freshsales Classic + Rocketlane

Turn new Freshsales deals into Rocketlane projects

Keep you are sales and onboarding teams on the same page, by turning your Freshsales deals into Rocketlane projects.

Keep you are sales and onboarding teams on the same page, by turning your Freshsales deals into Rocketlane projects.

  1. When this happens...
    Freshsales ClassicFreshsales Classic
    New Deal

    Triggers when a new deal is created.

    TriggerScheduled
  2. automatically do this!
    RocketlaneRocketlane
    Create Project

    Creates a project.

    ActionWrite
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Start free with email
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Supported triggers and actions

What does this mean?
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
  • Freshsales Classic triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • Update ByRequired

    • Enter Name / Deal IDRequired

    • NoteRequired

    Action
    Write
    • 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
freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Help

Related categories

  • Project Management