Create Colligso TextIn customers from Freshsales contacts

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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.

Convert a Lead

Converts a lead to a contact.

Action

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

Create a Contact

Creates a new contact.

Action

Create a Customer

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

Action

Create a Deal

Creates a new deal.

Action

Create a Lead

Creates a new lead.

Action

Create a Manual Call Log

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

Action

Create a Note

Creates a note for specific object.

Action

Create a Sales Activity

Creates new Freshsales activity.

Action

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