Freshsales Suite + Rocketlane

Create new Rocketlane projects from new deals in Freshsales Suite

Unlock a new level of efficiency with this streamlined workflow between Freshsales Suite and Rocketlane. When a new deal lands in Freshsales Suite, a project corresponding to this deal is instantly created in Rocketlane. This automation not only helps in ensuring that every deal is followed up with a project, but also saves time and effort, allowing you to focus on what's more important.

When this happens...
New Deal
Triggers when a new deal is created and retrieves 1,000 records in a single polling.
TriggerScheduled
automatically do this!
Create Project
Creates a project.
ActionWrite

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Supported triggers and actions

What does this mean?

- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Changed Account Field
Trigger
Instant
Try It
- Form TemplateRequired
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
Try It
- Changed Task Field
Trigger
Instant
Try It
- Account Name
Action
Write
- ProjectRequired
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- Task IdRequired
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Email Id
Action
Search

- 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
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
Account Created
Triggers when a new account is created.
Trigger
Instant
Try It
CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
Try It
Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
Try It
- Changed Project Field
Trigger
Instant
Try It
- Project
- Assignees
Trigger
Instant
Try It
- ProjectRequired
Action
Write
- Company NameRequired
- Project Template
- Team Members
- Auto Allocation
Action
Write
- CommentRequired
- Task IdRequired
- PrivateRequired
Action
Write
- ProjectRequired
- TemplatesRequired
Action
Write
- ProjectRequired
Action
Write
- Project IdRequired
Action
Search
- Search ByRequired
Action
Search
- Task IdRequired
Action
Search

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Freshsales Suite + Rocketlane

Create new Rocketlane projects from new deals in Freshsales Suite

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Location

Description

Time Zone

Outcome

Create Task

Description

Task Type

Collaborators

Create a Record on Custom Module

Create Custom Sales Activity

Outcome

Location

Collaborators

Notes

Create a Marketing Event

Additional Event Properties

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

Account Updated

Changed Account Field

Form Submitted

Project Created

Task Message Created

Task Updated

Changed Task Field

Create Account

Account Name

Create Task

Project Phase Id

External Provider

External Resource Type

External Resource Id

Parent Task Id

Assignees

Delete Project

Update Account

Update Task

External Provider

External Resource Type

External Resource Id

Assignees

Search Account

Search Task (V2)

User

Email Id

Deal Updated

Include Contact Details

Account Updated

New Contact

Add File

Share with team

Add Note to Contact