IntegrationsFreshsales Suiteupcontent
Freshsales Suite + upcontent

Connect Freshsales Suite and upcontent to Build Intelligent Automations

Choose a Trigger

Freshsales Suite

When this happens...

Choose an Action

upcontent

Automatically do this!

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

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

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

Deal Updated

Deal Updated

Triggers when an existing deal is updated.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Actions

Create Deal

Create Deal

Create a new 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.

Find Account

Find Account

Find an existing account.

Find Deal

Find Deal

This action lets you find an existing Deal with the help of the deal's Id.

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 upcontent?

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

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

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

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

The data sync between Freshsales Suite and upcontent 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 upcontent?

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 upcontent?

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

About upcontent

UpContent is a content curation solution to help you discover, discuss, and distribute articles that inform, engage, and stimulate action amongst your audience.

Learn More