Freshsales Suite integration with Engage AI
How to Add new Freshsales Suite contacts as Engage AI leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Freshsales Suite contacts as Engage AI leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Engage AI integrations
Engage AI actions
Nekton can use any feature that is available in Engage AI API.
Using our advanced AI, you can easily create custom automations for Engage AI.
Here are some typical actions you can do in your automated workflows.
Add New Lead
Adds a new lead to FILT Pod.
New Lead
Triggers when a new LinkedIn Profile is added.
New LinkedIn Post
Triggers when there is a new LinkedIn post by a saved lead.
About Engage AI
Engage AI increases LinkedIn lead touchpoints by alerting you when they post and creating comments to speed up engagements.