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

Automatically do this!
Add Invoice
Add Order
Add Payment
Update Order Status
Add a Tracking Number
Update Order
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is created.
Runs when a new account is created.
Runs when a new deal is created.
Triggers when a new task is created.
Triggers when a new order is confirmed.
Triggers when a new invoice 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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Freshsales Classic and Base.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Base.com (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Base.com. This includes choosing which data fields go into which fields of Base.com, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Base.com 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 Base.com. 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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