Connect OneDrive and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Folder
Choose an Action
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
Ready to use OneDrive and Freshsales Classic automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is added.
New Folder
Trigger when new folder is added.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your OneDrive integrations.
Create a Folder
Creates a folder.
Create New Text File
Creates a new text file with a plain text content.
Find File
Find a file by name
Find Folder
Finds a folder by name
Search Account
Find an existing account by name or id.
Search Contact
Find an existing contact by email or id.
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Frequently Asked Questions
To start, connect both your OneDrive and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in OneDrive triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how OneDrive 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 OneDrive 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 OneDrive 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 OneDrive
Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.
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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