Connect Freshsales Classic and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Account Created
New Deal Created
New Task
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create Estimate
Create Company Customer
Create Quote
Update a company customer
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created.
New Account Created
Runs when a new account is created.
New Deal Created
Runs when a new deal is created.
New Task
Triggers when a new task is created.
New Customer Invoice Created
Runs when new customer 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 Account
Finds an account by name or ID.
Find Contact
Finds an existing contact by email or ID.
Create Account
Creates a new account in Freshsales Classic.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact in Freshsales Classic.
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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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