Connect Freshsales Suite and Heltar to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Deal Updated
New Deal Created
Account Updated
Contact Updated
Choose an Action
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Delete Attribute
Send Templates hold
Create Template hold
Send Private Message
Toggle Chat Open / Closed
Enable / Disable Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create a New Employee
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Ready to use Freshsales Suite and Heltar automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Runs when a contact is created in the selected view within the recent time window.
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Account Updated
Runs when an account is updated within the specified number of past minutes.
Contact Updated
Runs when an existing contact is updated.
New Client Is Created
Runs when a new client is created.
Do thisActions
Action is the task that follows automatically within your Freshsales Suite integrations.
Update Account
Update an existing account
Create Deal
Creates a new deal in Freshsales.
Update Deal
Update an existing deal.
Add Note to Contact
Add a note to a contact.
Find User
Search an existing User with the matching email ID.
Create Note
Creates a note inside the selected module inside freshsales suite.
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Frequently Asked Questions
To start, connect both your Freshsales Suite and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Heltar (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Heltar. This includes choosing which data fields go into which fields of Heltar, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Heltar 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 Heltar. 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.
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.
Learn MoreAbout Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
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