Connect CalendarHero and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
Meeting Request Becomes Event
Meeting Request Cancelled
New Contact Is Added
New Meeting Request Is Created
Meeting Request Expires
Choose an Action
Automatically do this!
Find an Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create or Update Contact
Create Deal
Update Deal
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Update Contact Lifecycle Stage
Update a Lead
Search Deal
Get Deal Notes
Ready to use CalendarHero and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Meeting Request Becomes Event
Runs when Meeting Request Becomes Event
Meeting Request Cancelled
Runs when a meeting request is cancelled
New Contact Is Added
Runs when New Contact Is Added
New Meeting Request Is Created
Runs when new meeting request is created
Meeting Request Expires
Runs when meeting request expires
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
Do thisActions
Action is the task that follows automatically within your CalendarHero integrations.
Create Contact
Create a Contact.
Find an Account
Locate an account in Freshsales Classic by name or ID.
Find Contact
Find an existing contact by email address or ID.
Create Account
Create a new account in Freshsales Classic.
Create Contact
Create a new contact using an email (required) and optional details such as first and last name, phone, job title, lifecycle stage, tags, and other fields. Fails if a contact with the same email already exists.
Update Account
Update an existing account by its name—modify phone, website, and other account fields. Requires a single matching account name.
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Frequently Asked Questions
To start, connect both your CalendarHero and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in CalendarHero triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how CalendarHero 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 CalendarHero 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 CalendarHero 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 CalendarHero
CalendarHero is a powerful tool designed to streamline scheduling and calendar management, making it easier to organize meetings and appointments efficiently.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn More
