Provision CRM access for new identity users

When a new user is created in iSoftpull, automatically create or update a corresponding team contact in Freshsales Classic with appropriate permissions.

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See all iSoftpull + Freshsales Classic integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

iSoftpull Explore iSoftpull →

Triggers

New user created

Fires when a new user account is created in iSoftpull.

User profile updated

Fires when an existing user's profile is updated in iSoftpull.

New security event

Fires when a new security or access event is logged in iSoftpull.

Actions

Create user

Creates a new user account in iSoftpull.

Add user to group

Adds a user to a group in iSoftpull.

Deactivate user

Deactivates a user's access in iSoftpull.

Assign role to user

Assigns a role or permission level to a user in iSoftpull.

Freshsales Classic Explore Freshsales Classic →

Triggers

New lead created

Fires when a new lead or contact is created in Freshsales Classic.

Deal stage changed

Fires when a deal moves to a new stage in Freshsales Classic.

Deal won

Fires when a deal is marked won in Freshsales Classic.

Contact updated

Fires when a field on a contact changes in Freshsales Classic.

Actions

Create or update contact

Creates or updates a contact in Freshsales Classic.

Create deal

Creates a new deal in Freshsales Classic.

Update deal stage

Moves a deal to a new stage in Freshsales Classic.

Log activity

Logs a call, email, or note against a record in Freshsales Classic.

Assign identity security roles when deals are won When a deal is marked won in Freshsales Classic, automatically assign enhanced product or portal access roles to the client in iSoftpull. See details

Log security events as CRM activity When a security event is detected for an account in iSoftpull, automatically log an activity in Freshsales Classic so account managers are aware of potential security alerts. See details

See all iSoftpull + Freshsales Classic integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Provision CRM access for new identity users” between iSoftpull and Freshsales Classic?

Yes — describe it in the box above and Knit's Integrations Agent researches iSoftpull and Freshsales Classic's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting iSoftpull and Freshsales Classic improve sales team onboarding?

When a new employee account is provisioned in iSoftpull, Freshsales Classic can automatically create or update the user contact profile and grant CRM access permissions.

Can identity security events alter CRM access?

Yes, if a security event occurs or a user is deactivated in iSoftpull, their CRM permissions in Freshsales Classic can be revoked immediately to protect sensitive client data.