
When this happens...
When a new contact is created
When a new account is created
When a new deal is created
When a new task is created
Deal Stage Changes

Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
Runs the workflow automatically whenever a new deal is created in the account.
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Runs when deal stage changes
Triggers when a new Call is created or completed.
Action is the task that follows automatically within your Freshsales Classic integrations.
Locate an account in Freshsales Classic by name or ID.
Find an existing contact by email address or ID.
Create a new account in Freshsales Classic.
Create a new contact using an email (required) and optional details such as first and last name, phone, job title, lifecycle stage, tags, and other fields. Fails if a contact with the same email already exists.
Update an existing account by its name—modify phone, website, and other account fields. Requires a single matching account name.
Find a contact by email and update its details (name, phone, job title, lifecycle stage, tags, and selected custom fields).
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To start, connect both your Freshsales Classic and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Close (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Close 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 Close. 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 MoreClose is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn More