
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated

Automatically do this!
List Account
List Businesses
List Account People
List Custom Fields
List Event
List Event Occurrence
List Form of Payment
List Franchisees
List Pack product
List Payment Configuration
List Person
List Plans
List Plan Products
List Services
List Staff Member
Update Person
Create Person
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a contact is created in the selected view
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Runs when an existing contact is updated.
Triggers when a new person is added to your business.
Triggers when a person is updated in your business.
Action is the task that follows automatically within your Freshsales Suite integrations.
Update an existing account
Create a new deal.
Creates a new task in Freshsales Suite.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.

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To start, connect both your Freshsales Suite and pike13 accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in pike13 (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in pike13. This includes choosing which data fields go into which fields of pike13, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and pike13 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 pike13. 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 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 MoreThe mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
Learn More