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

Automatically do this!
Create Card
Create Tag
Update Tag
Delete Tag
Create Column
Update Column
Delete Column
Update Collection
Delete Collection
Create Collection
Update Card
Delete Card
List Collections
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Freshsales Suite integrations.
Create a new deal.
Add a note to a contact.
Finds an existing user by email id
Creates a note inside the selected module inside freshsales suite.
List all the Deals
List all contacts.

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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 Favro accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Favro (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Favro. This includes choosing which data fields go into which fields of Favro, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Favro 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 Favro. 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.
Learn MorePlan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.
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