When this happens...
Meeting Request Becomes Event
Meeting Request Cancelled
New Contact Is Added
New Meeting Request Is Created
Meeting Request Expires

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when Meeting Request Becomes Event
Runs when a meeting request is cancelled
Runs when New Contact Is Added
Runs when new meeting request is created
Runs when meeting request expires
Runs when a contact is created in the selected view
Action is the task that follows automatically within your CalendarHero integrations.
Create a Contact.
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.
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To start, connect both your CalendarHero and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in CalendarHero triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how CalendarHero data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between CalendarHero and Freshsales Suite 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 Suite. 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.
CalendarHero is a powerful tool designed to streamline scheduling and calendar management, making it easier to organize meetings and appointments efficiently.
Learn MoreFreshsales 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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