Connect Gmail and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Attachment
New Email Received
Choose an Action
Automatically do this!
Find an Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create or Update Contact
Create Deal
Update Deal
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Update Contact Lifecycle Stage
Update a Lead
Search Deal
Get Deal Notes
Ready to use Gmail and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
When a new task is created
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
send a new email message.
Manage Email Labels
Add or remove labels on specific or matching emails.
Reply To Email
Reply to a Gmail thread
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search Email Messages
Find Email messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
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Step by step guides to integrate Gmail and Freshsales Classic
Frequently Asked Questions
To start, connect both your Gmail and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Gmail data is recorded in Freshsales Classic. This includes choosing which data fields go into which fields of Freshsales Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and Freshsales Classic 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 Gmail and Freshsales Classic. 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 Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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