Freshsales Suite

Swell Investing

Integrations Freshsales Suite Swell Investing

Create integrations between Freshsales Suite and Swell Investing

Enable Integrations or automations with these events of Freshsales Suite and Swell Investing

Triggers

New Contact

Triggers when a new contact is created.

New Account

Triggers when a new account is created.

New Deal

Triggers when a new deal is created.

Deal Updated

Triggers when an existing deal is updated.

Account Updated

Triggers when an existing account is updated.

Contact Updated

Triggers when an existing contact is updated.

Actions

Add Note to Contact

Add a note to a contact.

Find User

Finds an existing user by email id

Create Note

Creates a note inside the selected module inside freshsales suite.

Find Deal

Finds an existing deal

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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.

CRM

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About Swell Investing

Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.

Finance Investment

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