Connect Freshsales Suite and mentortools to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated
Choose an Action
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
Ready to use Freshsales Suite and mentortools automations
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
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.
Contact Updated
Runs when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Freshsales Suite integrations.
Update Account
Update an existing account
Create Deal
Create a new deal.
Create Task
Creates a new task in Freshsales Suite.
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.
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Frequently Asked Questions
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.
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 mentortools
Mentortools 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.
Learn More
