
When this happens...
New Contact
New Account
New Deal
New Task

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Action is the task that follows automatically within your Freshsales Classic integrations.
Finds an account by name or ID.
Finds an existing contact by email or ID.
Creates a new account in Freshsales Classic.
Create a new contact.
Updates an existing account.
Updates an existing contact in Freshsales Classic.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Freshsales Classic and APIVerve accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in APIVerve (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in APIVerve. This includes choosing which data fields go into which fields of APIVerve, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and APIVerve 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 Freshsales Classic and APIVerve. 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.
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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