Connect Freshsales Classic and Cradl AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
List Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
Ready to use Freshsales Classic and Cradl AI automations
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 Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Find Contact
Find an existing contact.
Find Account
Find an existing account by name.
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 Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Cradl 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 Cradl 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 Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
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