Integrations Freshsales Suite Squad
Freshsales Suite + Squad

Connect Freshsales Suite and Squad to Build Intelligent Automations

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Freshsales Suite

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Squad

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Recent Contact Creations

Recent Contact Creations

Fetch contacts created or updated within the specified recent time window for the selected contact filter.

Recent Deal Updates

Recent Deal Updates

Return deals updated within the selected recent time frame (minutes) using the chosen filter.

New Deal

New Deal

Triggers when a new deal is created.

Recent Account Updates

Recent Account Updates

Retrieve accounts updated within the specified past minutes.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact 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 Account

Update an existing account

Create Deal

Create Deal

Create a new deal.

Update Deal

Update Deal

Update an existing deal.

Add Note to Contact

Add Note to Contact

Add a note to a contact.

Find User

Find User

Search an existing User with the matching email ID.

Create Note

Create Note

Creates a note inside the selected module inside freshsales suite.

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Frequently Asked Questions

How do I start an integration between Freshsales Suite and Squad?

To start, connect both your Freshsales Suite and Squad accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Squad (or vice versa).

Can we customize how data from Freshsales Suite is recorded in Squad?

Absolutely. You can customize how Freshsales Suite data is recorded in Squad. This includes choosing which data fields go into which fields of Squad, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshsales Suite and Squad?

The data sync between Freshsales Suite and Squad typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshsales Suite to Squad?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshsales Suite and Squad?

Yes, you can set conditional logic to control the flow of data between Freshsales Suite and Squad. 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

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.

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Squad

About Squad

Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.

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