Connect Conversion and Freshsales Classic to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Conversion integrations.
Extract and Text from Document/Image URL
Extracts and converts text from PDF, DOC, or image URLs into readable text content.
Generate Image from text prompt
Generates Image from given text prompt.
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
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Frequently Asked Questions
To start, connect both your Conversion and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Conversion 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.
The data sync between Conversion and Freshsales Classic 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 Conversion 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.
About Conversion
Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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