Freshsales Suite + Katana

Create Katana customers from new Freshsales Suite contacts

Effortlessly keep your customer information up to date across your Freshsales Suite and Katana apps with this streamlined workflow. Whenever a new contact is added in Freshsales Suite, a new customer will be created in Katana, saving you time and ensuring consistency in your data. Say goodbye to manual entry and hello to efficient customer management.

Effortlessly keep your customer information up to date across your Freshsales Suite and Katana apps with this streamlined workflow. Whenever a new contact is added in Freshsales Suite, a new customer will be created in Katana, saving you time and ensuring consistency in your data. Say goodbye to manual entry and hello to efficient customer management.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    Contact Updated

    Triggers when a contact is updated and retrieves 1,000 records in a single polling.

    TriggerScheduled
  2. automatically do this!
    KatanaKatana
    Create Customer

    Creates a customer.

    ActionWrite
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Supported triggers and actions

    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
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    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite 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)

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Zapier Interfaces integrationsZapier Interfaces integrations

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katana-mrp logo
katana-mrp logo

About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
Learn more

Related categories

  • eCommerce