Connect Freshsales Classic and Moco
Integrate Freshsales Classic with Moco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Accounts in Freshsales Classic when New Project in Moco
Find Contacts in Freshsales Classic when New Project in Moco
Create Account in Freshsales Classic when New Project in Moco
Create Contact in Freshsales Classic when New Project in Moco
Update Account in Freshsales Classic when New Project in Moco
Popular Freshsales Classic + Moco 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
Moco
Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Lead
Create Outgoing Payment
Create Purchase
Create Task
Find Company
Find Contact
Find Expense
Find Invoice
Find Offer
Find Planning Entry
Find Project
Find Purchase
Find User
Find Task
Find Purchase Category
Find Lead
Find Accounts in Freshsales Classic when New Project in Moco
Use this flowFind Contacts in Freshsales Classic when New Project in Moco
Use this flowCreate Account in Freshsales Classic when New Project in Moco
Use this flowCreate Contact in Freshsales Classic when New Project in Moco
Use this flowUpdate Account in Freshsales Classic when New Project in Moco
Use this flowUpdate Contact in Freshsales Classic when New Project in Moco
Use this flowCreate Deal in Freshsales Classic when New Project in Moco
Use this flowUpdate Deal in Freshsales Classic when New Project in Moco
Use this flowList Contacts from Freshsales Classic when New Project in Moco
Use this flowCreate Note in Freshsales Classic in Freshsales Classic when New Project in Moco
Use this flowSupported Triggers & Actions
Everything you can automate between Freshsales Classic and Moco.
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 Project
Triggers when a new project is 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 Moco
MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Freshsales Classic and Moco 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 Moco 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 Moco. No coding required.
Yes. You can set up a workflow where Freshsales Classic triggers actions in Moco, and a separate workflow where Moco 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 Moco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Freshsales Classic and Moco integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
