IntegrationsFreshsales Suiteneetoform
Freshsales Suite + neetoform

Connect Freshsales Suite and neetoform to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

neetoform

Automatically do this!

Enable Integrations or automations with these events of Freshsales Suite and neetoform

Enable Integrations or automations with these events of Freshsales Suite and neetoform

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

Deal Updated

Deal Updated

Triggers when an existing deal is updated.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Actions

Create Deal

Create Deal

Create a new deal.

Add Note to Contact

Add Note to Contact

Add a note to a contact.

Find User

Find User

Finds an existing user by email id

Create Note

Create Note

Creates a note inside the selected module inside freshsales suite.

List Deal

List Deal

List all the Deals

List Contacts

List Contacts

List all contacts.

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Frequently Asked Questions

How do I start an integration between Freshsales Suite and neetoform?

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

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

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

How often does the data sync between Freshsales Suite and neetoform?

The data sync between Freshsales Suite and neetoform 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 neetoform?

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 neetoform?

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

About neetoform

neetoForm makes it easy to build forms without knowing any fancy coding stuff. You can use neetoForm to create surveys, registrations, feedback forms, etc.

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