Connect Freshservice and Evolved Metrics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshservice
Choose an Action
Automatically do this!
- Request a new Action for Evolved Metrics CRM
Enable Integrations or automations with these events of Freshservice and Evolved Metrics CRM
Enable Integrations or automations with these events of Freshservice and Evolved Metrics CRM
Actions
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
Add Notes to a Ticket
Creates a ticket approval request.
Create Ticket
Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Freshservice and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Freshservice data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Freshservice and Evolved Metrics CRM 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 Freshservice and Evolved Metrics CRM. 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 Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
Learn MoreAbout Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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