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Integrating Agendor with Freshsales by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Agendor and Freshsales

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Integrations for Agendor
About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Integrations for Freshsales
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Connect Agendor + Freshsales in easier way

It's easy to connect Agendor + Freshsales without coding knowledge. Start creating your own business flow.

  • Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Agendor & Freshsales Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshsales as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agendor to Freshsales.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:33 am
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