Connect InvGate Service Management and Freshsales Classic
Integrate InvGate Service Management with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when When a new contact is created in Freshsales Classic
Get Categories from InvGate Service Management when When a new contact is created in Freshsales Classic
Get Users from InvGate Service Management when When a new contact is created in Freshsales Classic
Get Incident Details from InvGate Service Management when When a new contact is created in Freshsales Classic
Create User in InvGate Service Management when When a new contact is created in Freshsales Classic
Popular InvGate Service Management + Freshsales Classic flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
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
Create Incident in InvGate Service Management when When a new contact is created in Freshsales Classic
Use this flowGet Categories from InvGate Service Management when When a new contact is created in Freshsales Classic
Use this flowGet Users from InvGate Service Management when When a new contact is created in Freshsales Classic
Use this flowGet Incident Details from InvGate Service Management when When a new contact is created in Freshsales Classic
Use this flowCreate User in InvGate Service Management when When a new contact is created in Freshsales Classic
Use this flowCreate Incident in InvGate Service Management when When a new account is created in Freshsales Classic
Use this flowGet Categories from InvGate Service Management when When a new account is created in Freshsales Classic
Use this flowGet Users from InvGate Service Management when When a new account is created in Freshsales Classic
Use this flowGet Incident Details from InvGate Service Management when When a new account is created in Freshsales Classic
Use this flowCreate User in InvGate Service Management when When a new account is created in Freshsales Classic
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and Freshsales Classic.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Deal Stage Changes
Runs when deal stage changes
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Find Accounts
Search accounts by name or a custom field and return matching records from Freshsales Classic.
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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AI will build it for you
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
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 InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic triggers actions in InvGate Service Management. 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 InvGate Service Management and Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management 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.
