When this happens...
New Report Group
New Report Group Message
New Integration Group Space

Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Create Or Update Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Report Group is created.
Triggers when a new Report Group Message is added to a particular group.
Triggers when Hana is added to a new group space in Chat.
Runs when a contact is created in the selected view
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Action is the task that follows automatically within your Hana integrations.
Hana will create a Google Chat message in the specified space
Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.
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 for a previously requested chat completion.
Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.
Search for spaces that Hana is added in Google Chat. Max limit - 100 records.

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To start, connect both your Hana and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Hana triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Hana 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.
The data sync between Hana and Freshsales Suite 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 Hana 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.
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 MoreFreshsales 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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