Connect Freshsales Classic and Solve CRM 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 a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use Freshsales Classic and Solve CRM automations
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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
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 Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Solve CRM 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 Solve CRM. 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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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