Connect Freshsales Classic and DataForms.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
Create Form
Find Form, Template or Entry
Delete Form
Ready to use Freshsales Classic and DataForms.io 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.
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 DataForms.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in DataForms.io (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in DataForms.io. This includes choosing which data fields go into which fields of DataForms.io, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and DataForms.io 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 DataForms.io. 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 DataForms.io
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
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