Enable Integrations or automations with these events of Freshsales Classic and billage
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.
Find an existing account by name or id.
Find an existing contact by email or id.
Create a new account.
Create a new contact.
Updates an existing account.
Updates an existing contact.
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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 billage accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in billage (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in billage. This includes choosing which data fields go into which fields of billage, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and billage 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 billage. 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.
Learn MoreBillage is the management software for SMEs and freelancers that unifies billing, CRM and task and project management.
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