Integrations LoopedIn Freshsales Suite
LoopedIn + Freshsales Suite

Connect LoopedIn and Freshsales Suite to Build Intelligent Automations

Choose a Trigger

LoopedIn

When this happens...

Choose an Action

Freshsales Suite

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Recent Contact Creations

Recent Contact Creations

Fetch contacts created or updated within the specified recent time window for the selected contact filter.

Recent Deal Updates

Recent Deal Updates

Return deals updated within the selected recent time frame (minutes) using the chosen filter.

New Deal

New Deal

Triggers when a new deal is created.

Recent Account Updates

Recent Account Updates

Retrieve accounts updated within the specified past minutes.

Account Updated

Account Updated

Triggers when an existing account is updated.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Do thisActions

Action is the task that follows automatically within your LoopedIn integrations.

Create Idea

Create Idea

Creates a new idea in LoopedIn.

Update Idea

Update Idea

Updates an existing idea in LoopedIn.

Create Roadmap Card

Create Roadmap Card

Creates a new Roadmap Card in LoopedIn.

Update Roadmap Card

Update Roadmap Card

Updates an existing Roadmap Card in LoopedIn.

Delete Idea

Delete Idea

Deletes an existing idea in LoopedIn.

Delete Roadmap Card

Delete Roadmap Card

Delete an existing Roadmap Card in LoopedIn.

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Frequently Asked Questions

How do I start an integration between LoopedIn and Freshsales Suite?

To start, connect both your LoopedIn and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in LoopedIn triggers actions in Freshsales Suite (or vice versa).

Can we customize how data from LoopedIn is recorded in Freshsales Suite?

Absolutely. You can customize how LoopedIn 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.

How often does the data sync between LoopedIn and Freshsales Suite?

The data sync between LoopedIn and Freshsales Suite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from LoopedIn to Freshsales Suite?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between LoopedIn and Freshsales Suite?

Yes, you can set conditional logic to control the flow of data between LoopedIn 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.

LoopedIn

About LoopedIn

LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.

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Freshsales Suite

About 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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