crm · sales-&-crm · 0 triggers · 104 actions
Personalize engagement, shorten your sales cycle, and grow your business with Freshsales Add Freshsales to your Stream Deck workflows with guided setup for the connection details it needs.
Add Freshsales to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Freshsales.
Add contacts to a Freshsales marketing list. The same official operation also copies contacts that already belong to another list.
Replace the owner of up to 100 Freshsales contacts using explicit contact and owner IDs. Freshsales is known to return a false-success 200 for this endpoint, so this action reads every contact after the write and fails unless every owner_id matches.
Queue one owner assignment for selected CPQ products or documents; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
Queue soft deletion of selected CPQ products or documents so they remain restorable; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
Queue restoration of selected soft-deleted CPQ products or documents using the PUT methods in Freshsales' official cURL examples; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
Queue one shared-field update for selected CPQ products or documents. Product pricing and document product-line mutations are not supported by these bulk endpoints; acknowledgment does not prove completion. Requires Freshsales CPQ to be licensed and enabled. Observed product bulk paths support OAuth; OAuth behavior for document and template paths remains unverified. https://developer.freshsales.io/api/#products
Create a new Freshsales contact by cloning an existing contact and applying field overrides.
Create a new Freshsales custom-module record by cloning an existing record and applying field overrides.
Personalize engagement, shorten your sales cycle, and grow your business with Freshsales
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Freshsales. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Freshsales action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Freshsales workflows in minutes.