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

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Update contact in Segmento
Search a specific contact in Segmento
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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.
Triggers when a new whatsapp Inbound and Outbound request is received.
Triggers when an SMS request is sent from your account and Provides real-time delivery reports
Action is the task that follows automatically within your Freshsales Classic integrations.
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 MSG91 accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in MSG91 (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in MSG91. This includes choosing which data fields go into which fields of MSG91, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and MSG91 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 MSG91. 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 MoreTransactional SMS, Email API, Voice API, WhatsApp APIs, and a dedicated OTP platform for two-factor authentication.
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