Connect Freshsales Suite and Moneydance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
Deal Updated
Account Updated
Contact Updated
Contact Added to List
Choose an Action
Automatically do this!
- Request a new Action for Moneydance
Enable Integrations or automations with these events of Freshsales Suite and Moneydance
Enable Integrations or automations with these events of Freshsales Suite and Moneydance
Triggers
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
Deal Updated
Triggers when an existing deal is updated.
Account Updated
Triggers when an existing account is updated.
Contact Updated
Triggers when an existing contact is updated.
Actions
Create Deal
Create a new deal.
Add Note to Contact
Add a note to a contact.
Find User
Finds an existing user by email id
Create Note
Creates a note inside the selected module inside freshsales suite.
List Deal
List all the Deals
List Contacts
List all contacts.
Know More About Freshsalessuite and Moneydance Integrations
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Frequently Asked Questions
To start, connect both your Freshsales Suite and Moneydance accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Moneydance (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Moneydance. This includes choosing which data fields go into which fields of Moneydance, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Moneydance 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 Moneydance. 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 Moneydance
Moneydance is a personal finance software that offers a comprehensive suite of features for managing your finances, including budgeting, tracking investments, and handling online banking. It provides users with tools to efficiently manage their financial data and make informed financial decisions.
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