IntegrationsFreshsales SuiteBydesign Workspace
Freshsales Suite + Bydesign Workspace

Connect Freshsales Suite and Bydesign Workspace to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

Bydesign Workspace

Automatically do this!

Enable Integrations or automations with these events of Freshsales Suite and Bydesign Workspace

Enable Integrations or automations with these events of Freshsales Suite and Bydesign Workspace

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.

Deal Updated

Deal Updated

Triggers when an existing deal is updated.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Actions

Create Deal

Create Deal

Create a new deal.

Add Note to Contact

Add Note to Contact

Add a note to a contact.

Find User

Find User

Search an existing User with the matching email ID.

Create Note

Create Note

Creates a note inside the selected module inside freshsales suite.

Find Account

Find Account

Find an existing account.

Find Deal

Find Deal

This action lets you find an existing Deal with the help of the deal's Id.

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Frequently Asked Questions

How do I start an integration between Freshsales Suite and Bydesign Workspace?

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

Can we customize how data from Freshsales Suite is recorded in Bydesign Workspace?

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

How often does the data sync between Freshsales Suite and Bydesign Workspace?

The data sync between Freshsales Suite and Bydesign Workspace 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 Suite to Bydesign Workspace?

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 Suite and Bydesign Workspace?

Yes, you can set conditional logic to control the flow of data between Freshsales Suite and Bydesign Workspace. 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 Suite

About Freshsales Suite

Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.

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Bydesign Workspace

About Bydesign Workspace

Instantly 10x your marketing output with on-demand designers and marketing specialists, powered by a fixed-rate monthly subscription.

Learn More