Integrations Freshchat Classic upilot
Freshchat Classic + upilot

Connect Freshchat Classic and upilot to Build Intelligent Automations

Choose a Trigger

Freshchat Classic

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Freshchat Classic and upilot

Enable Integrations or automations with these events of Freshchat Classic and upilot

Actions

Create a User

Create a User

Add a new user to Freshchat.

Search Users

Search Users

Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.

Create a conversation

Create a conversation

Creates a new conversation.

Search User

Search User

Search a user.

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Frequently Asked Questions

How do I start an integration between Freshchat Classic and upilot?

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

Can we customize how data from Freshchat Classic is recorded in upilot?

Absolutely. You can customize how Freshchat Classic data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshchat Classic and upilot?

The data sync between Freshchat Classic and upilot 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 Freshchat Classic to upilot?

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 Freshchat Classic and upilot?

Yes, you can set conditional logic to control the flow of data between Freshchat Classic and upilot. 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.

Freshchat Classic

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.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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