Connect Email and Freshsales Suite to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Email
Choose an Action
Automatically do this!
Update Account
Create Deal
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Upsert Contact
Ready to use Email and Freshsales Suite automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Recent Account Updates
Retrieve accounts updated within the specified past minutes.
Account Updated
Triggers when an existing account is updated.
Contact Updated
Triggers when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Email integrations.
Viasocket will send email for Human Intervention purpose
Update Account
Update an existing account
Create Deal
Create a new deal.
Update Deal
Update an existing deal.
Add Note to Contact
Add a note to a contact.
Find User
Search an existing User with the matching email ID.
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Frequently Asked Questions
To start, connect both your Email and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Email data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Email and Freshsales Suite 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 Email and Freshsales Suite. 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 Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
Learn MoreAbout 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.
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