Enable Integrations or automations with these events of Freshsales Suite and vookmark
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
Triggers when a new deal is created.
Retrieve accounts updated within the specified past minutes.
Triggers when an existing account is updated.
Triggers when an existing contact is updated.
Update an existing account
Create a new deal.
Update an existing deal.
Add a note to a contact.
Search an existing User with the matching email ID.
Creates a note inside the selected module inside freshsales suite.
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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 vookmark accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Suite triggers actions in vookmark (or vice versa).
Absolutely. You can customize how Freshsales Suite data is recorded in vookmark. This includes choosing which data fields go into which fields of vookmark, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Suite and vookmark 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 vookmark. 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.
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