Connect Freshsales Classic and Slite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
New Task
Choose an Action
Automatically do this!
Search Docs
Fetch Doc
Create Doc
Fetch Sub Docs
Replace Doc
Update Doc
Ask a question
Update a Note
Search Notes
Create a Node
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.
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 Slite accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Slite (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Slite. This includes choosing which data fields go into which fields of Slite, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Slite 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 Slite. 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 Slite
Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.
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