
When this happens...
New Contact
New Account
New Deal
Deal Updated
Account Updated
Contact Updated
Contact Added to List

Automatically do this!
Enable Integrations or automations with these events of Freshsales Suite and Cartegraph
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when an existing account is updated.
Triggers when an existing contact is updated.
Create a new deal.
Add a note to a contact.
Search an existing User with the matching email ID.
Creates a note inside the selected module inside freshsales suite.
Find an existing account.
This action lets you find an existing Deal with the help of the deal's Id.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Freshsales Suite and Cartegraph accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Cartegraph (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Cartegraph. This includes choosing which data fields go into which fields of Cartegraph, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Cartegraph 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 Suite and Cartegraph. 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 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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