Connect Freshsales Classic and Botpress to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New Workspace
Trigger when new workspace is created.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact.
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Frequently Asked Questions
To start, connect both your Freshsales Classic and Botpress accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Botpress (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Botpress. This includes choosing which data fields go into which fields of Botpress, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Botpress 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 Botpress. 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 Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn MoreAbout Botpress
Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.
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