Connect Freshsales Suite and upbooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Account
New Deal
Deal Updated
Account Updated
Contact Updated
Contact Added to List
Choose an Action
Automatically do this!
- Request a new Action for upbooks
Enable Integrations or automations with these events of Freshsales Suite and upbooks
Enable Integrations or automations with these events of Freshsales Suite and upbooks
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
Create Deal
Create a new 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.
Find Account
Find an existing account.
Find Deal
This action lets you find an existing Deal with the help of the deal's Id.
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Frequently Asked Questions
To start, connect both your Freshsales Suite and upbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in upbooks (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in upbooks. This includes choosing which data fields go into which fields of upbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and upbooks 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 upbooks. 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 upbooks
Upbooks offers a streamlined solution to boost your productivity and effortlessly manage your business finances.
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