Integrations Freshsales Classic ClearCRM
Freshsales Classic + ClearCRM

Connect Freshsales Classic and ClearCRM to Build Intelligent Automations

Choose a Trigger

Freshsales Classic

When this happens...

Choose an Action

ClearCRM

Automatically do this!

Ready to use Freshsales Classic and ClearCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Runs when a new contact is created.

New Account Created

New Account Created

Runs when a new account is created.

New Deal Created

New Deal Created

Runs when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

New Customer

Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.

Do thisActions

Action is the task that follows automatically within your Freshsales Classic integrations.

Find Account

Find Account

Finds an account by name or ID.

Find Contact

Find Contact

Finds an existing contact by email or ID.

Create Account

Create Account

Creates a new account in Freshsales Classic.

Create Contact

Create Contact

Create a new contact.

Update Account

Update Account

Updates an existing account.

Update Contact

Update Contact

Updates an existing contact in Freshsales Classic.

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Frequently Asked Questions

How do I start an integration between Freshsales Classic and ClearCRM?

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

Can we customize how data from Freshsales Classic is recorded in ClearCRM?

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

How often does the data sync between Freshsales Classic and ClearCRM?

The data sync between Freshsales Classic and ClearCRM 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 Freshsales Classic to ClearCRM?

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 Freshsales Classic and ClearCRM?

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

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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ClearCRM

About ClearCRM

Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.

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