Connect Freshsales Classic and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
Do thisActions
Action is the task that follows automatically within your Freshsales Classic integrations.
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 Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Pennylane 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 Pennylane. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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