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Integrations Freshsales Suite Fluent Forms
Freshsales Suite + Fluent Forms

Connect Freshsales Suite and Fluent Forms to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

Fluent Forms

Automatically do this!

Ready to use Freshsales Suite and Fluent Forms automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Recent Contact Creations

Recent Contact Creations

Fetch contacts created or updated within the specified recent time window for the selected contact filter.

Recent Deal Updates

Recent Deal Updates

Return deals updated within the selected recent time frame (minutes) using the chosen filter.

New Deal

New Deal

Triggers when a new deal is created.

Recent Account Updates

Recent Account Updates

Retrieve accounts updated within the specified past minutes.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Do thisActions

Action is the task that follows automatically within your Freshsales Suite integrations.

Update Account

Update Account

Update an existing account

Create Deal

Create Deal

Create a new deal.

Update Deal

Update Deal

Update an existing 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.

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Frequently Asked Questions

How do I start an integration between Freshsales Suite and Fluent Forms?

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

Can we customize how data from Freshsales Suite is recorded in Fluent Forms?

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

How often does the data sync between Freshsales Suite and Fluent Forms?

The data sync between Freshsales Suite and Fluent Forms 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 Fluent Forms?

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 Fluent Forms?

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

CRM
Learn More
Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

Forms & Surveys
Learn More

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