Connect Freshsales Classic and IdeaPlan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
- Request a new Action for IdeaPlan
Enable Integrations or automations with these events of Freshsales Classic and IdeaPlan
Enable Integrations or automations with these events of Freshsales Classic and IdeaPlan
Triggers
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.
Actions
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Freshsales Classic and IdeaPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in IdeaPlan (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in IdeaPlan. This includes choosing which data fields go into which fields of IdeaPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and IdeaPlan 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 IdeaPlan. 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 IdeaPlan
IdeaPlan is a comprehensive platform designed to help you capture, organize, and prioritize ideas and feedback from your team and customers. Streamline your product development process and ensure that the best ideas are implemented efficiently.
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