Connect Freshchat Classic and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshchat Classic
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Enable Integrations or automations with these events of Freshchat Classic and Salesmate
Enable Integrations or automations with these events of Freshchat Classic and Salesmate
Actions
Create a User
Add a new user to Freshchat.
Search a User
Find and get details of all users who meet your search criteria.
Create a Conversation
Start a new chat thread.
Search User
Search a user.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Freshchat Classic and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshchat Classic triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Freshchat Classic data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Freshchat Classic and Salesmate 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 Freshchat Classic and Salesmate. 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 Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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