Connect Cognito Forms and Freshsales Classic
Integrate Cognito Forms with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when When a new contact is created in Freshsales Classic
Create form entry in Cognito Forms when When a new contact is created in Freshsales Classic
Delete entry from Cognito Forms when When a new contact is created in Freshsales Classic
Get Document from Cognito Forms when When a new contact is created in Freshsales Classic
Get form entry from Cognito Forms when When a new contact is created in Freshsales Classic
Popular Cognito Forms + Freshsales Classic flows
Start from a real workflow other teams are already running.
Choose a trigger
Cognito Forms
When this happens...
- Request a new Trigger for Cognito Forms
Choose an action
Freshsales Classic
Automatically do this!
Find Accounts
Find Contacts
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
List Contacts
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Change Contact Lifecycle Stage
Update a Lead
Find Deals
Get Deal Notes
Create or Update Contact
Add Note to Contact
Delete Multiple Deals
List Deals
List forms in Cognito Forms when When a new contact is created in Freshsales Classic
Use this flowCreate form entry in Cognito Forms when When a new contact is created in Freshsales Classic
Use this flowDelete entry from Cognito Forms when When a new contact is created in Freshsales Classic
Use this flowGet Document from Cognito Forms when When a new contact is created in Freshsales Classic
Use this flowGet form entry from Cognito Forms when When a new contact is created in Freshsales Classic
Use this flowList forms in Cognito Forms when When a new account is created in Freshsales Classic
Use this flowCreate form entry in Cognito Forms when When a new account is created in Freshsales Classic
Use this flowDelete entry from Cognito Forms when When a new account is created in Freshsales Classic
Use this flowGet Document from Cognito Forms when When a new account is created in Freshsales Classic
Use this flowGet form entry from Cognito Forms when When a new account is created in Freshsales Classic
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms and Freshsales Classic.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
When a new task is created
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Deal Stage Changes
Runs when deal stage changes
Do thisActions
Action is the task that follows automatically within your Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Find Accounts
Search accounts by name or a custom field and return matching records from Freshsales Classic.
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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cognito Forms and Freshsales Classic 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 Cognito Forms and Freshsales Classic 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 Classic. No coding required.
Yes. You can set up a workflow where Cognito Forms triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic triggers actions in Cognito Forms. 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 Cognito Forms and Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms and Freshsales Classic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
