Connect Mini Course Generator and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Learner
Course Collection Completed
Course Completed
Choose an Action
Automatically do this!
Find Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create Or Update Contact
Create Deal
Update Deal
Add a Note
Create Lead
Find Lead
Update Contact Lifecycle Stage
Update Lead
Ready to use Mini Course Generator and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner
Triggers when a new learner is added to a collection.
Course Collection Completed
Triggers when a user completes a course collection.
Course Completed
Triggers when a user completes a course.
New Contact Created
Runs when a new contact is created.
New Account Created
Runs when a new account is created.
New Deal Created
Runs when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Mini Course Generator integrations.
List Course Collection
List course collections.
List Course
List course
Add Learner
Adds a learner to your course or collection.
Remove Learner
Removes a learner from the selected course collections.
Find Account
Finds an account by name or ID.
Find Contact
Finds an existing contact by email or ID.
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Frequently Asked Questions
To start, connect both your Mini Course Generator and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Mini Course Generator triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Mini Course Generator 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 Mini Course Generator 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 Mini Course Generator 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.
About Mini Course Generator
Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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