Connect Freshsales Suite and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Contact Creations
Recent Deal Updates
New Deal
Recent Account Updates
Account Updated
Contact Updated
Fetch Updated Contacts
Choose an Action
Automatically do this!
Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a Message as a Thread
Retrieve a message from a channel using messageTs
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Retrieve Thread Message
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Message by Timestamp
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Id
Get User Information by Email
Get User Complete Profile Details by ID
Ready to use Freshsales Suite and Slack automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Recent Account Updates
Retrieve accounts updated within the specified past minutes.
Account Updated
Triggers when an existing account is updated.
Contact Updated
Triggers when an existing contact 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.
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.
Create Note
Creates a note inside the selected module inside freshsales suite.
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Step by step guides to integrate Freshsales Suite and Slack
Frequently Asked Questions
To start, connect both your Freshsales Suite and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Slack (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Slack 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 Slack. 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 Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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