IntegrationsFreshsales Classictactyc
Freshsales Classic + tactyc

Connect Freshsales Classic and tactyc to Build Intelligent Automations

Choose a Trigger

Freshsales Classic

When this happens...

Choose an Action

tactyc

Automatically do this!

Enable Integrations or automations with these events of Freshsales Classic and tactyc

Enable Integrations or automations with these events of Freshsales Classic and tactyc

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Request a new Trigger for Freshsales Classic

Actions

Find Contact

Find Contact

Find an existing contact.

Find Account

Find Account

Find an existing account by name.

Create Account

Create Account

Create a new account.

Create Contact

Create Contact

Create a new contact.

Update Account

Update Account

Updates an existing account.

Update Contact

Update Contact

Updates an existing contact.

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Frequently Asked Questions

How do I start an integration between Freshsales Classic and tactyc?

To start, connect both your Freshsales Classic and tactyc accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in tactyc (or vice versa).

Can we customize how data from Freshsales Classic is recorded in tactyc?

Absolutely. You can customize how Freshsales Classic data is recorded in tactyc. This includes choosing which data fields go into which fields of tactyc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshsales Classic and tactyc?

The data sync between Freshsales Classic and tactyc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshsales Classic to tactyc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshsales Classic and tactyc?

Yes, you can set conditional logic to control the flow of data between Freshsales Classic and tactyc. 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.

Freshsales Classic

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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tactyc

About tactyc

Tactyc is a software for venture funds, enabling portfolio construction, management, forecasting and reporting in one platform. Zero spreadsheets involved.

Learn More