Connect Instantly and Freshsales Suite to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
Choose an Action
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
Ready to use Instantly and Freshsales Suite automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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Frequently Asked Questions
To start, connect both your Instantly and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Instantly triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Instantly 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 Instantly 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 Instantly 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.
About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn MoreAbout 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.
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