Integrations Freshsales Suite involveme
Freshsales Suite + involveme

Connect Freshsales Suite and involveme to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

involveme

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Enable Integrations or automations with these events of Freshsales Suite and involveme

Enable Integrations or automations with these events of Freshsales Suite and involveme

Triggers

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.

Actions

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 involveme?

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

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

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

How often does the data sync between Freshsales Suite and involveme?

The data sync between Freshsales Suite and involveme 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 involveme?

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 involveme?

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

About involveme

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.

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