Connect Freshsales Suite and Task.io 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!
- Request a new Action for Task.io
Enable Integrations or automations with these events of Freshsales Suite and Task.io
Enable Integrations or automations with these events of Freshsales Suite and Task.io
Triggers
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.
Actions
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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Frequently Asked Questions
To start, connect both your Freshsales Suite and Task.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Task.io (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Task.io. This includes choosing which data fields go into which fields of Task.io, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Task.io 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 Task.io. 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 Task.io
Task is where people create, discover projects, complete tasks and get rewarded for taking part. Build micro-economies and get work done.
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