
When this happens...
Recent Contact Creations
Recent Deal Updates
New Deal
Recent Account Updates
Account Updated
Contact Updated
Fetch Updated Contacts

Automatically do this!
Deactivate Employee
List leave types
List All Employee Salary Details
List Employee Documents
List document types
List All Attendance Records
List all Employees
Log employee clock-in and clock-out
Create Leave Request
Update Employee Personal Details
Add New Employee
List All Leave Balances
List All Departments
List All Job Titles
List All Locations
List All Group Types
List All Groups
List All Capture Schemes
List of Review Groups
List of Time Frames
List User Leave Requests
List of Review Cycles
List of Employee Reviews
List of Holidays
List of All Currencies
List All Notice Periods
List All Contingent Types
List of Employee Document Attachment Download Url
List all Leave Plans
List all shift policies
List all trackingpolicies
List all weeklyoff policies
List all holidays Calendar
List all Employee Salaries
List all Salary Components
List all Pay Groups
List All Pay Cycles
List of Payroll Registers
Get all Pay Batches
List all Batch Payments
List all Pay Bands
List all Pay Grades
List all Employee FnF Details
List all Bonus Types
List of Financial Details for All Employees
List all Salary Structures
List Employee Form 16
List all banks
List Attachment Download Url
List clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
List Employee Expenses
List expense policies
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When this happensTriggers
A trigger is an event that starts a workflow.
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
Triggers when a new deal is created.
Retrieve accounts updated within the specified past minutes.
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.
Update an existing account
Create a new deal.
Update an existing 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.

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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 Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Keka (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Keka. This includes choosing which data fields go into which fields of Keka, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Keka 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 Keka. 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 MoreKeka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
Learn More