Connect Browse AI and Freshsales Classic to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Tasks
Triggers when a task is finished successfully.
Table Export
Triggers when a table export successfully .
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Browse AI integrations.
Bulk Run Tasks
Bulk runs up to 50,000 tasks using a robot.
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
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Frequently Asked Questions
To start, connect both your Browse AI and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Browse AI triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Browse AI data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Browse AI and Freshsales Classic 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 Browse AI and Freshsales Classic. 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.
About Browse AI
Browse.ai is a powerful tool designed to automate web data extraction and monitoring. It allows users to easily capture and track data from websites without the need for coding, making it ideal for businesses and individuals looking to streamline their data collection processes.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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