When this happens...
Workflow Data

Automatically do this!
Search Account
Search Contact
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
Add Note to Deal
Create Lead
Add Note to Lead
Find lead
Convert Lead
Update Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a workflow data is updated.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Action is the task that follows automatically within your Kadoa integrations.
Find an existing account by name or id.
Find an existing contact by email or id.
Create a new account.
Create a new contact.
Updates an existing account.
Updates an existing contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Kadoa and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Kadoa triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Kadoa 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 Kadoa 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 Kadoa 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.
Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.
Learn MoreFreshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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