Integrations Freshservice Freshsales Suite
Freshservice + Freshsales Suite

Connect Freshservice and Freshsales Suite to Build Intelligent Automations

Choose a Trigger

Freshservice

When this happens...

Choose an Action

Freshsales Suite

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Ready to use Freshservice and Freshsales Suite automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Created

Contact Created

Runs when a contact is created in the selected view within the recent time window.

Deal Updated

Deal Updated

Runs when a deal is updated within the selected recent time frame.

New Deal Created

New Deal Created

Runs when a new deal is created in Freshsales Suite.

Account Updated

Account Updated

Runs when an account is updated within the specified number of past minutes.

Contact Updated

Contact Updated

Runs when an existing contact is updated.

Request a new Trigger for Freshservice

Do thisActions

Action is the task that follows automatically within your Freshservice integrations.

Create Requestor

Create Requestor

Allows you to create a Requester in Freshservice for your support domain.

Add Notes to a Ticket

Add Notes to a Ticket

Creates a ticket approval request.

Create Ticket

Create Ticket

Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.

Update Account

Update Account

Update an existing account

Create Deal

Create Deal

Creates a new deal in Freshsales.

Create Task

Create Task

Creates a new task in Freshsales Suite.

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Frequently Asked Questions

How do I start an integration between Freshservice and Freshsales Suite?

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

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

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

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

The data sync between Freshservice and Freshsales Suite 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 Freshservice to Freshsales Suite?

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 Freshservice and Freshsales Suite?

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

Freshservice

About Freshservice

Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.

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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