Connect Freshsales Classic and Cody.ai to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Ready to use Freshsales Classic and Cody.ai automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
When a new task is created
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Deal Stage Changes
Runs when deal stage changes
New Bot
Triggered when a new bot is created.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Find an Account
Locate an account in Freshsales Classic by name or ID.
Find Contact
Find an existing contact by email address or ID.
Create Account
Create a new account in Freshsales Classic.
Create Contact
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 Account
Update an existing account by its name—modify phone, website, and other account fields. Requires a single matching account name.
Update Contact
Find a contact by email and update its details (name, phone, job title, lifecycle stage, tags, and selected custom fields).
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Frequently Asked Questions
To start, connect both your Freshsales Classic and Cody.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Cody.ai (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Cody.ai. This includes choosing which data fields go into which fields of Cody.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Cody.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 Cody.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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn More
