Connect Espo CRM and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
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 Espo CRM and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
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 Espo CRM and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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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