Connect DaySchedule and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking Created
New Contact Added
New Resource Added
New Campaign Added
Short Link Added
New Team Created
On Event Started
Event Scheduled
On Event Canceled
Choose an Action
Automatically do this!
Find an Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create or Update Contact
Create Deal
Update Deal
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Update Contact Lifecycle Stage
Update a Lead
Search Deal
Get Deal Notes
Ready to use DaySchedule and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when new booking created
New Contact Added
Runs when new contact is added
New Resource Added
Runs when new resource is added
New Campaign Added
Runs when new campaign added
Short Link Added
Runs when short link is added
New Team Created
Runs when new team is created
Do thisActions
Action is the task that follows automatically within your DaySchedule integrations.
Create Contact
Create a new contact
Create Invitee
Create a new invitee
Update Contact
Update contact information
List All Bookings
Get all bookings
Find an Account
Locate an account in Freshsales Classic by name or ID.
Find Contact
Find an existing contact by email address or ID.
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Frequently Asked Questions
To start, connect both your DaySchedule and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in DaySchedule triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how DaySchedule 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 DaySchedule 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 DaySchedule 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 DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn More
