Assign identity security roles when deals are won

When a deal is marked won in Freshsales Suite, automatically assign enhanced product or portal access roles to the client in iSoftpull.

Try:

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

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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 Suite Explore Freshsales Suite →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Freshsales Suite.

Contact updated

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

Actions

Create or update contact

Creates or updates a contact in Freshsales Suite.

Create deal

Creates a new deal in Freshsales Suite.

Update deal stage

Moves a deal to a new stage in Freshsales Suite.

Log activity

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

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 Suite with appropriate permissions. 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 Suite so account managers are aware of potential security alerts. See details

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

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Assign identity security roles when deals are won” between iSoftpull and Freshsales Suite?

Yes — describe it in the box above and Knit's Integrations Agent researches iSoftpull and Freshsales Suite'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 Suite improve sales team onboarding?

When a new employee account is provisioned in iSoftpull, Freshsales Suite 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 Suite can be revoked immediately to protect sensitive client data.