Connect Freshsales Classic and medallia-agile-research 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 medallia-agile-research
Enable Integrations or automations with these events of Freshsales Classic and medallia-agile-research
Enable Integrations or automations with these events of Freshsales Classic and medallia-agile-research
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
Find Contact
Find an existing contact.
Find Account
Find an existing account by name.
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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Frequently Asked Questions
To start, connect both your Freshsales Classic and medallia-agile-research accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in medallia-agile-research (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in medallia-agile-research. This includes choosing which data fields go into which fields of medallia-agile-research, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and medallia-agile-research 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 medallia-agile-research. 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 medallia-agile-research
Medallia Agile Research is an enterprise web-based survey tool. What makes CheckMarket different is its focus on enterprise users and their special needs.
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