
When this happens...
When a new contact is created
When a new account is created
When a new deal is created
When a new task is created
Deal Stage Changes

Automatically do this!
Create Objective
Update Objective
Get All Items
Create New Item
List Objectives
Update Item
List Report
List Teams
List Users
List Types
List Tags
List Company
When this happensTriggers
A trigger is an event that starts a workflow.
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
Runs the workflow automatically whenever a new deal is created in the account.
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Runs when deal stage changes
Triggers when a new objective is created in Weekdone.
Action is the task that follows automatically within your Freshsales Classic integrations.
Locate an account in Freshsales Classic by name or ID.
Find an existing contact by email address or ID.
Create a new account in Freshsales Classic.
Create a new contact using an email (required) and optional details such as first and last name, phone, job title, lifecycle stage, tags, and other fields. Fails if a contact with the same email already exists.
Update an existing account by its name—modify phone, website, and other account fields. Requires a single matching account name.
Find a contact by email and update its details (name, phone, job title, lifecycle stage, tags, and selected custom fields).
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To start, connect both your Freshsales Classic and Weekdone accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Weekdone (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Weekdone. This includes choosing which data fields go into which fields of Weekdone, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Weekdone 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 Weekdone. 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 is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn MoreWeekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn More