Connect Freshsales Classic and Optform
Integrate Freshsales Classic with Optform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Deal in Freshsales Classic when Receives New Form Submission from Optform
Update Deal in Freshsales Classic when Receives New Form Submission from Optform
Find Deals in Freshsales Classic when Receives New Form Submission from Optform
Create or Update Contact in Freshsales Classic when Receives New Form Submission from Optform
Add Note to Contact in Freshsales Classic when Receives New Form Submission from Optform
Popular Freshsales Classic + Optform 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
Optform
Automatically do this!
- Request a new Action for Optform
Create Deal in Freshsales Classic when Receives New Form Submission from Optform
Use this flowUpdate Deal in Freshsales Classic when Receives New Form Submission from Optform
Use this flowFind Deals in Freshsales Classic when Receives New Form Submission from Optform
Use this flowCreate or Update Contact in Freshsales Classic when Receives New Form Submission from Optform
Use this flowAdd Note to Contact in Freshsales Classic when Receives New Form Submission from Optform
Use this flowFind Accounts in Freshsales Classic when Receives New Form Submission from Optform
Use this flowFind Contacts in Freshsales Classic when Receives New Form Submission from Optform
Use this flowCreate Account in Freshsales Classic when Receives New Form Submission from Optform
Use this flowUpdate Contact in Freshsales Classic when Receives New Form Submission from Optform
Use this flowList Contacts from Freshsales Classic when Receives New Form Submission from Optform
Use this flowSupported Triggers & Actions
Everything you can automate between Freshsales Classic and Optform.
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
Receives New Form Submission
Runs when a new form submission is received in Optform.
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 Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Freshsales Classic and Optform 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 Optform 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 Optform. No coding required.
Yes. You can set up a workflow where Freshsales Classic triggers actions in Optform, and a separate workflow where Optform 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 Optform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Freshsales Classic and Optform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
