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

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a contact is created in the selected view within the recent time window.
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 account is updated within the specified number of past minutes.
Runs when an existing contact is updated.
Action is the task that follows automatically within your Freshsales Suite integrations.
Update an existing account
Creates a new deal in Freshsales.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.
Creates a note inside the selected module inside freshsales suite.

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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.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your Freshsales Suite and Shodan accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Shodan (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Shodan. This includes choosing which data fields go into which fields of Shodan, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Shodan 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 Shodan. 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.
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