
When this happens...
Contact Created
Deal Updated
New Deal Created
Account Updated
Contact Updated

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Create Customer
Get Order Details
Find Customer
Create Product
Get Product Details
List All Orders
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a contact is created in the selected view within the recent time window.
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Runs when an account is updated within the specified number of past minutes.
Runs when an existing contact is updated.
Triggers when a new product is added to the inventory.
Action is the task that follows automatically within your Freshsales Suite integrations.
Update an existing account
Creates a new deal in Freshsales.
Creates a new task in Freshsales Suite.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Freshsales Suite and Veeqo accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in Veeqo (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in Veeqo. This includes choosing which data fields go into which fields of Veeqo, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and Veeqo 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 Veeqo. 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 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 MoreVeeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
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