Connect Freshsales Classic and Contextual AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Account Created
New Deal Created
New Task
Choose an Action
Automatically do this!
Create Datastore
List Datastores
Get Datastore Metadata
Reset Datastore
Delete Datastore
List Documents
Get Document Metadata
Delete Document
List Agents
Create Agent
Delete Agent
Reset Agent
Get Agent Metadata
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created.
New Account Created
Runs when a new account is created.
New Deal Created
Runs when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Find Account
Finds an account by name or ID.
Find Contact
Finds an existing contact by email or ID.
Create Account
Creates a new account in Freshsales Classic.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact in Freshsales Classic.
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Frequently Asked Questions
To start, connect both your Freshsales Classic and Contextual AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Contextual AI (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Contextual AI. This includes choosing which data fields go into which fields of Contextual AI, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Contextual AI 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 Contextual AI. 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 Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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