Integrations Freshsales Suite tallbob
Freshsales Suite + tallbob

Connect Freshsales Suite and tallbob to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

tallbob

Automatically do this!

Enable Integrations or automations with these events of Freshsales Suite and tallbob

Enable Integrations or automations with these events of Freshsales Suite and tallbob

Triggers

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.

Actions

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.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Freshsales Suite and tallbob 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 tallbob?

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 tallbob?

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

Learn More
tallbob

About tallbob

Tall Bob allows you to send SMS messages to your customers

Learn More