Connect Freshsales Classic and Heartbeat
Integrate Freshsales Classic with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add user to group in Heartbeat when When a new contact is created in Freshsales Classic
Create a Group in Heartbeat when When a new contact is created in Freshsales Classic
Remove User from Group in Heartbeat when When a new contact is created in Freshsales Classic
Find User in Heartbeat when When a new contact is created in Freshsales Classic
Create a Channel in Heartbeat when When a new contact is created in Freshsales Classic
Popular Freshsales Classic + Heartbeat flows
Start from a real workflow other teams are already running.
Choose a trigger
Freshsales Classic
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
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Add user to group in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowCreate a Group in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowRemove User from Group in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowFind User in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowCreate a Channel in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowCreate a Thread in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowCreate a Comment in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowCreate a Event in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowDeactivate User in Heartbeat when When a new contact is created in Freshsales Classic
Use this flowInvite Users to Heartbeat when When a new contact is created in Freshsales Classic
Use this flowSupported Triggers & Actions
Everything you can automate between Freshsales Classic and Heartbeat.
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 Event
Triggers when new events are created.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
Find Accounts
Search accounts by name or a custom field and return matching records from Freshsales Classic.
Find Contacts
Find contacts by email, name, or a custom field.
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).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Freshsales Classic and Heartbeat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Freshsales Classic and Heartbeat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Heartbeat. No coding required.
Yes. You can set up a workflow where Freshsales Classic triggers actions in Heartbeat, and a separate workflow where Heartbeat triggers actions in Freshsales Classic. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Freshsales Classic and Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Freshsales Classic and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
