Integrations Flow Freshsales Classic
Flow + Freshsales Classic

Connect Flow and Freshsales Classic to Build Intelligent Automations

Choose a Trigger

Flow

When this happens...

Choose an Action

Freshsales Classic

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

New Contact Created

New Contact Created

Runs when a new contact is created.

New Account Created

New Account Created

Runs when a new account is created.

New Deal Created

New Deal Created

Runs when a new deal is created.

Do thisActions

Action is the task that follows automatically within your Flow integrations.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

List  workspaces

List workspaces

get a workspaces in flow.

List memberships

List memberships

get a memberships in flow.

Find Account

Find Account

Finds an account by name or ID.

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Frequently Asked Questions

How do I start an integration between Flow and Freshsales Classic?

To start, connect both your Flow and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in Freshsales Classic (or vice versa).

Can we customize how data from Flow is recorded in Freshsales Classic?

Absolutely. You can customize how Flow 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.

How often does the data sync between Flow and Freshsales Classic?

The data sync between Flow and Freshsales Classic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Flow to Freshsales Classic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flow and Freshsales Classic?

Yes, you can set conditional logic to control the flow of data between Flow 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.

Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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Freshsales Classic

About 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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