
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated

Automatically do this!
Create Draft
Create Folder
Create Label
Send Email
Get User Signatures
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a contact is created in the selected view
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Runs when an existing contact is updated.
Triggers when new email received.
Triggers when you recieve a new email that matches the given condition.
Action is the task that follows automatically within your Freshsales Suite integrations.
Update an existing account
Create a new deal.
Creates a new task in Freshsales Suite.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.

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To start, connect both your Freshsales Suite and Zoho Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Zoho Mail (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Zoho Mail. This includes choosing which data fields go into which fields of Zoho Mail, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Zoho Mail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshsales Suite and Zoho Mail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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