Luna integration with Freshsales Classic
How to Create leads and accounts in Freshsales Classic from new leads in Luna
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 "Create leads and accounts in Freshsales Classic from new leads in Luna" 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 Luna integrations
Luna actions
Nekton can use any feature that is available in Luna API.
Using our advanced AI, you can easily create custom automations for Luna.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a lead is contacted via Luna for the first time.
New Reply
Triggers when a lead replies to a Luna outreach.
Outreach Sent
Triggers when an outreach (LinkedIn connection request, LinkedIn message, or email) is sent to a lead.
About Luna
Luna is a sales tool that helps you get your outbound sales work done in minutes.