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Freshsales
Rocket.Chat

Connect Freshsales and Rocket.Chat

Explore ready-made Freshsales and Rocket.Chat templates and start automating in minutes.

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Create a custom workflow

Integrate Freshsales with Rocket.Chat and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Freshsales
Trigger: Watch New Accounts
Rocket.Chat
Action: Select an action
1. Select a trigger

  • Checks if new account was created.

  • Checks if new appointment was created.

  • Checks if new contact was created.

  • Checks if new deal was created.

  • Triggers when a webhook event occurs in a Freshsales Workflow.

  • Checks if new lead was created.

  • Checks if new sales activity was created.

  • Check if new task was created.

2. Select an action

  • Creates a new channel.

  • Creates a new private group.

  • Deletes a channel.

  • Deletes a private group.

  • Gets a channel.

  • Gets a private group.

  • Performs an arbitrary authorized API call.

  • Renames a channel.

  • Renames a private group.

  • Post a new message to channel, direct or private group.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Freshsales and Rocket.Chat.

Convert a Lead
Converts a lead to a contact.
Action
Create a Channel
Creates a new channel.
Action
Create a Contact
Creates a new contact.
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 Private Group
Creates a new private group.
Action
Create a Sales Activity
Creates new Freshsales activity.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.