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Integrations Freshsales Suite trak-qr-automation
Freshsales Suite + trak-qr-automation

Connect Freshsales Suite and trak-qr-automation to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

trak-qr-automation

Automatically do this!

Enable Integrations or automations with these events of Freshsales Suite and trak-qr-automation

Enable Integrations or automations with these events of Freshsales Suite and trak-qr-automation

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

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

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Frequently Asked Questions

How do I start an integration between Freshsales Suite and trak-qr-automation?

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

Can we customize how data from Freshsales Suite is recorded in trak-qr-automation?

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

How often does the data sync between Freshsales Suite and trak-qr-automation?

The data sync between Freshsales Suite and trak-qr-automation 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 trak-qr-automation?

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 trak-qr-automation?

Yes, you can set conditional logic to control the flow of data between Freshsales Suite and trak-qr-automation. 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.

CRM
Learn More
trak-qr-automation

About trak-qr-automation

Trak enables using smartphones and QR codes to track actions on physical artifacts like documents, envelopes, boxes, tools, buildings, etc.

Team Collaboration
Learn More

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