Connect Agile CRM and Freshsales Suite
Integrate Agile CRM with Freshsales Suite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Account in Freshsalessuite when New Contact in Agilecrm
Create Deal in Freshsales Suite when New Contact in Agilecrm
Create Task in Freshsales Suite when New Contact in Agilecrm
Update Deal in Freshsales Suite when New Contact in Agilecrm
Add Note to Contact in Freshsales Suite when New Contact in Agilecrm
Popular Agile CRM + Freshsales Suite flows
Start from a real workflow other teams are already running.
Choose a trigger
Agile CRM
When this happens...
New Contact
New Deal
New Task
Choose an action
Freshsales Suite
Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
List Contact
Find Account
Find Deal
Create Account
Create Or Update Contact
Create Contact
Update Contact
Update Account in Freshsalessuite when New Contact in Agilecrm
Use this flowCreate Deal in Freshsales Suite when New Contact in Agilecrm
Use this flowCreate Task in Freshsales Suite when New Contact in Agilecrm
Use this flowUpdate Deal in Freshsales Suite when New Contact in Agilecrm
Use this flowAdd Note to Contact in Freshsales Suite when New Contact in Agilecrm
Use this flowFind User in Freshsales Suite when New Contact in Agilecrm
Use this flowCreate Note in Freshsales Suite when New Contact in Agilecrm
Use this flowList Contact from Freshsales Suite when New Contact in Agilecrm
Use this flowFind Account in Freshsales Suite when New Contact in Agilecrm
Use this flowFind Deal in Freshsales Suite when New Contact in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Freshsales Suite.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
Contact Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn more
About Freshsales Suite
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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Freshsales Suite accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agile CRM and Freshsales Suite as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Freshsales Suite. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Freshsales Suite, and a separate workflow where Freshsales Suite triggers actions in Agile CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agile CRM and Freshsales Suite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Freshsales Suite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
