Integrations chatsimple Freshsales Classic
chatsimple + Freshsales Classic

Connect chatsimple and Freshsales Classic to Build Intelligent Automations

Choose a Trigger

chatsimple

When this happens...

Choose an Action

Freshsales Classic

Automatically do this!

Enable Integrations or automations with these events of chatsimple and Freshsales Classic

Enable Integrations or automations with these events of chatsimple and Freshsales Classic

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Request a new Trigger for chatsimple

Actions

Search Account

Search Account

Find an existing account by name or id.

Search Contact

Search Contact

Find an existing contact by email or id.

Create Account

Create Account

Create a new account.

Create Contact

Create Contact

Create a new contact.

Update Account

Update Account

Updates an existing account.

Update Contact

Update Contact

Updates an existing contact.

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Frequently Asked Questions

How do I start an integration between chatsimple and Freshsales Classic?

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

Can we customize how data from chatsimple is recorded in Freshsales Classic?

Absolutely. You can customize how chatsimple 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.

How often does the data sync between chatsimple and Freshsales Classic?

The data sync between chatsimple and Freshsales Classic 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 chatsimple to Freshsales Classic?

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 chatsimple and Freshsales Classic?

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

chatsimple

About chatsimple

Chatsimple AI Chatbot allow you to boost lead generation, convert visitors, and support customers 24/7.

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Freshsales Classic

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn More