Integrations Freshsales Suite My Oasis
Freshsales Suite + My Oasis

Connect Freshsales Suite and My Oasis to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

My Oasis

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Enable Integrations or automations with these events of Freshsales Suite and My Oasis

Enable Integrations or automations with these events of Freshsales Suite and My Oasis

Triggers

Recent Contact Creations

Recent Contact Creations

Fetch contacts created or updated within the specified recent time window for the selected contact filter.

Recent Deal Updates

Recent Deal Updates

Return deals updated within the selected recent time frame (minutes) using the chosen filter.

New Deal

New Deal

Triggers when a new deal is created.

Recent Account Updates

Recent Account Updates

Retrieve accounts updated within the specified past minutes.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Actions

Update Account

Update Account

Update an existing account

Create Deal

Create Deal

Create a new deal.

Update Deal

Update Deal

Update an existing deal.

Add Note to Contact

Add Note to Contact

Add a note to a contact.

Find User

Find User

Search an existing User with the matching email ID.

Create Note

Create Note

Creates a note inside the selected module inside freshsales suite.

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Frequently Asked Questions

How do I start an integration between Freshsales Suite and My Oasis?

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

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

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

How often does the data sync between Freshsales Suite and My Oasis?

The data sync between Freshsales Suite and My Oasis 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 My Oasis?

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 My Oasis?

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

About My Oasis

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