Integrations Freshsales Classic Paperform
Freshsales Classic + Paperform

Connect Freshsales Classic and Paperform to Build Intelligent Automations

Choose a Trigger

Freshsales Classic

When this happens...

Choose an Action

Paperform

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Document Completed

Document Completed

Triggers when a new Document Completed for a form.

Document Sent

Document Sent

Triggered when a document is sent out for signing.

Do thisActions

Action is the task that follows automatically within your Freshsales Classic integrations.

Search Account

Search Account

Find an existing account by name or id.

Search Contact

Search Contact

Find an existing contact by email or id.

Create Account

Create Account

Create a new account.

Create Contact

Create Contact

Create a new contact.

Update Account

Update Account

Updates an existing account.

Update Contact

Update Contact

Updates an existing contact.

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Frequently Asked Questions

How do I start an integration between Freshsales Classic and Paperform?

To start, connect both your Freshsales Classic and Paperform accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Paperform (or vice versa).

Can we customize how data from Freshsales Classic is recorded in Paperform?

Absolutely. You can customize how Freshsales Classic data is recorded in Paperform. This includes choosing which data fields go into which fields of Paperform, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshsales Classic and Paperform?

The data sync between Freshsales Classic and Paperform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshsales Classic to Paperform?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshsales Classic and Paperform?

Yes, you can set conditional logic to control the flow of data between Freshsales Classic and Paperform. 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

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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Paperform

About Paperform

Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.

Learn More