Connect Freshsales Classic and sales-innovator to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
- Request a new Action for sales-innovator
Enable Integrations or automations with these events of Freshsales Classic and sales-innovator
Enable Integrations or automations with these events of Freshsales Classic and sales-innovator
Triggers
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.
Actions
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
Create Account
Create a new account.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
Update Contact
Updates an existing contact.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Freshsales Classic and sales-innovator accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in sales-innovator (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in sales-innovator. This includes choosing which data fields go into which fields of sales-innovator, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and sales-innovator 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 sales-innovator. 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 sales-innovator
Sales innovator is the platform, where you can create campaigns by using sales robot to send email. All types of email analytics are available on sales innovator.
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