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Create Colligso TextIn customers from Freshsales contacts

Create Colligso TextIn customers from Freshsales contacts

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Every time a new Freshsales contact is created, Make will automatically create a new Colligso TextIn customer.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Freshsales
Convert a Lead

Converts a lead to a contact.

Action
Colligso TextIn
Create Order

Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

Action
Freshsales
Create a Contact

Creates a new contact.

Action
Colligso TextIn
Create a Customer

Create a Customer in Colligso TextIn and get permission (opt-in) for text marketing.

Action
Freshsales
Create a Deal

Creates a new deal.

Action
Freshsales
Create a Lead

Creates a new lead.

Action
Freshsales
Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Action
Freshsales
Create a Note

Creates a note for specific object.

Action
Freshsales
Create a Sales Activity

Creates new Freshsales activity.

Action

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