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

Automatically do this!
Create Agent
Send message to Letta agent
Save memory to Letta
Create Folder
Create Archive
Create identity
List Identities
Create Agents From Template
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Show agents created since a specified time, newest first.
Show folders created within a recent time window (default 15 minutes).
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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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 Letta accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Letta (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Letta. This includes choosing which data fields go into which fields of Letta, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Letta 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 Letta. 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 MoreLetta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.
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