
When this happens...
New Contact Created
New Account Created
New Deal Created
New Task

Automatically do this!
List All Clients
Get a client
Create Client
Create Expense
Create Expense Category
Create Project
List All Contact
Get a Contact
List All Expense Categories
Get a Expense Category
List all Projects
Get a Project
List All Teams
Get a Team
List Other Income
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is created.
Runs when a new account is created.
Runs when a new deal is created.
Triggers when a new task is created.
Triggers when new client created.
Triggers when there is a new project.
Action is the task that follows automatically within your Freshsales Classic integrations.
Finds an account by name or ID.
Finds an existing contact by email or ID.
Creates a new account in Freshsales Classic.
Create a new contact.
Updates an existing account.
Updates an existing contact in Freshsales Classic.

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To start, connect both your Freshsales Classic and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Harpoon (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Harpoon. This includes choosing which data fields go into which fields of Harpoon, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Harpoon 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 Harpoon. 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 MoreHarpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.
Learn More