Connect Hana and Freshsales Classic
Integrate Hana with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Accounts in Freshsales Classic when New Report Group in Hana
Find Contacts in Freshsales Classic when New Report Group in Hana
Create Account in Freshsales Classic when New Report Group in Hana
Create Contact in Freshsales Classic when New Report Group in Hana
Update Account in Freshsales Classic when New Report Group in Hana
Popular Hana + Freshsales Classic flows
Start from a real workflow other teams are already running.
Choose a trigger
Hana
When this happens...
New Report Group
New Report Group Message
New Integration Group Space
Choose an action
Freshsales Classic
Automatically do this!
Find Accounts
Find Contacts
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
List Contacts
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Change Contact Lifecycle Stage
Update a Lead
Find Deals
Get Deal Notes
Create or Update Contact
Add Note to Contact
Delete Multiple Deals
List Deals
Find Accounts in Freshsales Classic when New Report Group in Hana
Use this flowFind Contacts in Freshsales Classic when New Report Group in Hana
Use this flowCreate Account in Freshsales Classic when New Report Group in Hana
Use this flowCreate Contact in Freshsales Classic when New Report Group in Hana
Use this flowUpdate Account in Freshsales Classic when New Report Group in Hana
Use this flowUpdate Contact in Freshsales Classic when New Report Group in Hana
Use this flowCreate Deal in Freshsales Classic when New Report Group in Hana
Use this flowUpdate Deal in Freshsales Classic when New Report Group in Hana
Use this flowList Contacts from Freshsales Classic when New Report Group in Hana
Use this flowCreate Note in Freshsales Classic in Freshsales Classic when New Report Group in Hana
Use this flowSupported Triggers & Actions
Everything you can automate between Hana and Freshsales Classic.
When this happensTriggers
A trigger is an event that starts a workflow.
New Report Group
Triggers when a new Report Group is created.
New Report Group Message
Triggers when a new Report Group Message is added to a particular group.
New Integration Group Space
Triggers when Hana is added to a new group space in Chat.
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.
Do thisActions
Action is the task that follows automatically within your Hana integrations.
Create Google Chat Message
Hana will create a Google Chat message in the specified space
Create Report Group Message
Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.
Generate Completion
Allows you to generate a completion/reply from Hana based on some input prompt and other parameters. She will automatically consider her memories and other system context to answer your query
Get Chat Completion Status
Get chat completion status for a previously requested chat completion.
Search for Report Group Messages in a Group
Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.
Search for Spaces Hana Is Added In
Search for spaces that Hana is added in Google Chat. Max limit - 100 records.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Hana
Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.
Learn more
About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hana and Freshsales Classic accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Hana and Freshsales Classic as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Freshsales Classic. No coding required.
Yes. You can set up a workflow where Hana triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic triggers actions in Hana. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Hana and Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hana and Freshsales Classic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
