Connect Freshsales Suite and Simpro
Integrate Freshsales Suite with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Simpro when Contact Created in Freshsales Suite
Create Company Customer in Simpro when Contact Created in Freshsales Suite
Create Individual Customer in Simpro when Contact Created in Freshsales Suite
Create Service Job in Simpro when Contact Created in Freshsales Suite
Find Job in Simpro when Contact Created in Freshsales Suite
Popular Freshsales Suite + Simpro flows
Start from a real workflow other teams are already running.
Choose a trigger
Freshsales Suite
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated
Choose an action
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Create Contact in Simpro when Contact Created in Freshsales Suite
Use this flowCreate Company Customer in Simpro when Contact Created in Freshsales Suite
Use this flowCreate Individual Customer in Simpro when Contact Created in Freshsales Suite
Use this flowCreate Service Job in Simpro when Contact Created in Freshsales Suite
Use this flowFind Job in Simpro when Contact Created in Freshsales Suite
Use this flowFind Schedule in Simpro when Contact Created in Freshsales Suite
Use this flowFind Quote in Simpro when Contact Created in Freshsales Suite
Use this flowFind Company Customer in Simpro when Contact Created in Freshsales Suite
Use this flowCreate Schedule in Simpro when Contact Created in Freshsales Suite
Use this flowFind Contact in Simpro when Contact Created in Freshsales Suite
Use this flowSupported Triggers & Actions
Everything you can automate between Freshsales Suite and Simpro.
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 Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Freshsales Suite and Simpro accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Freshsales Suite and Simpro as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Simpro. No coding required.
Yes. You can set up a workflow where Freshsales Suite triggers actions in Simpro, and a separate workflow where Simpro triggers actions in Freshsales Suite. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Freshsales Suite and Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Freshsales Suite and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
