Connect Freshsales Suite and Moco
Integrate Freshsales Suite with Moco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Moco when Contact Created in Freshsales Suite
Create Purchase in Moco when Contact Created in Freshsales Suite
Find Company in Moco when Contact Created in Freshsales Suite
Find Contact in Moco when Contact Created in Freshsales Suite
Find Invoice in Moco when Contact Created in Freshsales Suite
Popular Freshsales Suite + Moco flows
Start from a real workflow other teams are already running.
Choose a trigger
Freshsales Suite
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated
Choose an action
Moco
Automatically do this!
Create Project
Create Comment
Create Company
Create Contact
Create Expense
Create Incoming Payment
Create Lead
Create Outgoing Payment
Create Purchase
Create Task
Find Company
Find Contact
Find Expense
Find Invoice
Find Offer
Find Planning Entry
Find Project
Find Purchase
Find User
Find Task
Find Purchase Category
Find Lead
Create Project in Moco when Contact Created in Freshsales Suite
Use this flowCreate Purchase in Moco when Contact Created in Freshsales Suite
Use this flowFind Company in Moco when Contact Created in Freshsales Suite
Use this flowFind Contact in Moco when Contact Created in Freshsales Suite
Use this flowFind Invoice in Moco when Contact Created in Freshsales Suite
Use this flowFind Offer in Moco when Contact Created in Freshsales Suite
Use this flowFind Planning Entry in Moco when Contact Created in Freshsales Suite
Use this flowFind Task in Moco when Contact Created in Freshsales Suite
Use this flowFind Purchase Category in Moco when Contact Created in Freshsales Suite
Use this flowCreate Comment in Moco when Deal Updated in Freshsales Suite
Use this flowSupported Triggers & Actions
Everything you can automate between Freshsales Suite and Moco.
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.
New Project
Triggers when a new project is created
New User
Triggers when a new user is created
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Moco
MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Freshsales Suite and Moco accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Freshsales Suite and Moco as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Moco. No coding required.
Yes. You can set up a workflow where Freshsales Suite triggers actions in Moco, and a separate workflow where Moco triggers actions in Freshsales Suite. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Freshsales Suite and Moco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Freshsales Suite and Moco integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
