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

Automatically do this!
Enable Integrations or automations with these events of Freshsales Classic and HTML to Image
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Find an existing account by name or id.
Find an existing contact by email or id.
Create a new account.
Create a new contact.
Updates an existing account.
Updates an existing contact.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Freshsales Classic and HTML to Image accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in HTML to Image (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in HTML to Image. This includes choosing which data fields go into which fields of HTML to Image, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and HTML to Image 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 HTML to Image. 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.
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