Integrations Certifier Freshsales Suite
Certifier + Freshsales Suite

Connect Certifier and Freshsales Suite to Build Intelligent Automations

Choose a Trigger

Certifier

When this happens...

Choose an Action

Freshsales Suite

Automatically do this!

Ready to use Certifier and Freshsales Suite automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Group

New Group

Triggers when new group is created.

Recent Contact Creations

Recent Contact Creations

Fetch contacts created or updated within the specified recent time window for the selected contact filter.

Recent Deal Updates

Recent Deal Updates

Return deals updated within the selected recent time frame (minutes) using the chosen filter.

New Deal

New Deal

Triggers when a new deal is created.

Recent Account Updates

Recent Account Updates

Retrieve accounts updated within the specified past minutes.

Account Updated

Account Updated

Triggers when an existing account is updated.

Do thisActions

Action is the task that follows automatically within your Certifier integrations.

Delete Credential

Delete Credential

Delete an existing Credential.

Delete Group

Delete Group

Delete an existing group.

Update a credential

Update a credential

Update a credential

Update a group

Update a group

Update a group

Create Group

Create Group

Creates a group.

Issue Credential

Issue Credential

Creates, issues, and sends a credential to a recipient.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Certifier and Freshsales Suite?

To start, connect both your Certifier and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in Freshsales Suite (or vice versa).

Can we customize how data from Certifier is recorded in Freshsales Suite?

Absolutely. You can customize how Certifier 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.

How often does the data sync between Certifier and Freshsales Suite?

The data sync between Certifier and Freshsales Suite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Certifier to Freshsales Suite?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Certifier and Freshsales Suite?

Yes, you can set conditional logic to control the flow of data between Certifier 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.

Certifier

About Certifier

Professional Certificate Maker - create and send certificates

Learn More
Freshsales Suite

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 More