IntegrationsFreshsales Suitelook
Freshsales Suite + look

Connect Freshsales Suite and look to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

look

Automatically do this!

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

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

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

Deal Updated

Deal Updated

Triggers when an existing deal is updated.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Actions

Create Deal

Create Deal

Create a new deal.

Add Note to Contact

Add Note to Contact

Add a note to a contact.

Find User

Find User

Finds an existing user by email id

Create Note

Create Note

Creates a note inside the selected module inside freshsales suite.

List Deal

List Deal

List all the Deals

List Contacts

List Contacts

List all contacts.

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Frequently Asked Questions

How do I start an integration between Freshsales Suite and look?

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

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

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

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

The data sync between Freshsales Suite and look 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 look?

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 look?

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

About look

Looks help you manage your screens fast, simple, at any time, from any place. Digital signage software has never been easier before.

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