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

Automatically do this!
Get Courses
Create Courses
Total Courses
Course info by ID
Get module by ID
Get Module information
Lesson by ID
Add module submodule
Update course
Update course module
Update submodule by ID
Delete course by ID
Delete course module by ID
Delete submodule by ID
Delete Lesson
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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 mentortools accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in mentortools (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in mentortools. This includes choosing which data fields go into which fields of mentortools, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and mentortools 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 mentortools. 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 MoreMentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
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