Freshsales automation with Bizomate
Leads arrive through forms, inboxes and payments, and Freshsales should hear about each one without anyone retyping it. Bizomate creates and updates contacts, accounts and deals with your account's own fields, adds contacts to sales sequences, and starts a workflow when a contact or deal is added or a deal changes stage. Every run leaves a record of what it changed.
At a glance
| Label | Value |
|---|---|
| Plans | ◇ Paid plans — on Free you can build and test; publishing needs a paid plan |
| Connect | Site address and API key |
| Starts runs | Every 5 minutes |
| Kind | Connected app · CRM/Sales |
What can start a workflow
When a contact is added to a view — checked every 5 minutes
When a contact is added to the view you choose: All Contacts, or one of your own to narrow it. Checked every 5 minutes.
When a deal is added to a view — checked every 5 minutes
When a deal is added to the view you choose. Checked every 5 minutes.
When a deal in a view moves to another stage — checked every 5 minutes
Any move, or only moves to the stage you choose; the stage before comes from what the trigger last saw of the deal. Checked every 5 minutes.
What a workflow can do with it
Adds a contact, with the fields you fill in
With your account's contact fields, custom ones included, required ones first.
Changes the fields you fill in on a contact
Updates the contact with this email, or adds one when there is none
Finds the contact by email and updates it, or adds one if there is none.
Contacts whose fields hold the values you give
Puts a contact into a sales sequence, through the field its entry condition watches
Freshsales cannot enrol a contact through its API, so Bizomate sets the contact field your sequence's entry condition watches, and Freshsales enrols the contact.
Adds an account — a company you sell to
Changes the fields you fill in on an account
Updates the account with this name, or adds one when there is none
Matched by its name.
Accounts whose fields hold the values you give
Adds a deal, in the stage you choose
Deal stage takes the stage's name, such as Proposal sent.
Changes the fields you fill in on a deal — its stage, its value
Deals whose fields hold the values you give
Adds a task, an appointment, a note or any other record
Tasks, appointments, notes, custom modules and the rest, with the type's own fields.
Changes the fields you fill in on a record of any type
Updates the record whose field holds this value, or adds one
Contacts, accounts, deals or a custom module, matched on a field whose value is unique.
Records of any type whose fields hold the values you give
A record's fields, by its type and id
Any type, by its id. Notes cannot be read back.
Deletes a record of any type, by its id
Adds a note to a contact, an account or a deal
Links a contact to an account, or a deal to a contact or an account
A contact with an account, or a deal with a contact or an account.
Questions about Freshsales
Which plan do I need?
Freshsales is a premium connection. On any plan, Free included, you can add it and build and test workflows that use it; publishing one of those workflows needs a paid plan.
How does Add to a sales sequence work?
Freshsales' API cannot put a contact into a sequence directly. Make a contact field — a hidden one is fine — and set the sequence to add contacts when that field holds a value. Add to a sales sequence sets the field on the contact, and Freshsales enrols them.
Do the triggers start a run straight away?
No. Bizomate checks your Freshsales every 5 minutes, and each new contact, new deal or stage change it finds starts one run. A check that finds nothing starts no run.
Can a trigger watch only some contacts or deals?
Yes. Each trigger watches a view: All Contacts or All Deals for everything, or a view of your own in Freshsales to narrow it — one owner's deals, say, or one territory's contacts.