
When this happens...
New Contact
New Account
New Deal
Deal Updated
Account Updated
Contact Updated
Contact Added to List

Automatically do this!
Capture Event
List all User
List all Organizations
List all Project
List all Members
Create Project
Rename Project
Delete Project
Get all Cohorts
Get all Person in cohorts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when an existing account is updated.
Triggers when an existing contact is updated.
Action is the task that follows automatically within your Freshsales Suite integrations.
Create a new deal.
Add a note to a contact.
Finds an existing user by email id
Creates a note inside the selected module inside freshsales suite.
List all the Deals
List all contacts.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Freshsales Suite and PostHog accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in PostHog (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in PostHog. This includes choosing which data fields go into which fields of PostHog, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and PostHog 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 PostHog. 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 MorePostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
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