Connect Freshsales Suite and SendX to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated
Choose an Action
Automatically do this!
Create Contact
Update Contact
Delete Contact
Unsubscribe Contact
Search Contact By Email
Create List
Update List
Delete List
Create Tag
Update Tag
DeleteTag
Ready to use Freshsales Suite and SendX automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Contact Updated
Runs when an existing contact is updated.
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
Do thisActions
Action is the task that follows automatically within your Freshsales Suite integrations.
Update Account
Update an existing account
Create Deal
Create a new deal.
Create Task
Creates a new task in Freshsales Suite.
Update Deal
Update an existing deal.
Add Note to Contact
Add a note to a contact.
Find User
Search an existing User with the matching email ID.
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Frequently Asked Questions
To start, connect both your Freshsales Suite and SendX accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in SendX (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in SendX. This includes choosing which data fields go into which fields of SendX, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and SendX 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 SendX. 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 SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn More
