Connect Concord CLM and Freshsales Suite
Integrate Concord CLM with Freshsales Suite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Organization in Concord CLM when Contact Created in Freshsales Suite
Create Executed Document in Concord CLM when Contact Created in Freshsales Suite
List Organizations in Concord CLM when Contact Created in Freshsales Suite
List Organization Folders in Concord CLM when Contact Created in Freshsales Suite
Find Agreements in Concord CLM when Contact Created in Freshsales Suite
Popular Concord CLM + Freshsales Suite flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
Choose an action
Freshsales Suite
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
Create Organization in Concord CLM when Contact Created in Freshsales Suite
Use this flowCreate Executed Document in Concord CLM when Contact Created in Freshsales Suite
Use this flowList Organizations in Concord CLM when Contact Created in Freshsales Suite
Use this flowList Organization Folders in Concord CLM when Contact Created in Freshsales Suite
Use this flowFind Agreements in Concord CLM when Contact Created in Freshsales Suite
Use this flowCreate Organization in Concord CLM when Deal Updated in Freshsales Suite
Use this flowCreate Executed Document in Concord CLM when Deal Updated in Freshsales Suite
Use this flowList Organizations in Concord CLM when Deal Updated in Freshsales Suite
Use this flowList Organization Folders in Concord CLM when Deal Updated in Freshsales Suite
Use this flowFind Agreements in Concord CLM when Deal Updated in Freshsales Suite
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Freshsales Suite.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
Contact Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Contact Updated
Runs when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Concord CLM integrations.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
Update Account
Update an existing account
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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About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM and Freshsales Suite 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 Concord CLM and Freshsales Suite 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 Suite. No coding required.
Yes. You can set up a workflow where Concord CLM triggers actions in Freshsales Suite, and a separate workflow where Freshsales Suite triggers actions in Concord CLM . 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 Concord CLM and Freshsales Suite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM and Freshsales Suite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
