Connect Freshsales Classic and Simplifi by Quicken 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 Simplifi by Quicken
Enable Integrations or automations with these events of Freshsales Classic and Simplifi by Quicken
Enable Integrations or automations with these events of Freshsales Classic and Simplifi by Quicken
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.
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Frequently Asked Questions
To start, connect both your Freshsales Classic and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Simplifi by Quicken 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 Simplifi by Quicken. 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 Simplifi by Quicken
Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
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