Connect Routee and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact added
Choose an Action
Automatically do this!
Find an Account
Find Contact
Create Account
Create Contact
Update Account
Update Contact
Create or Update Contact
Create Deal
Update Deal
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Update Contact Lifecycle Stage
Update a Lead
Search Deal
Get Deal Notes
Ready to use Routee and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact added
Start a workflow for each contact added to your Routee account.
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 Routee integrations.
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
Find an Account
Locate an account in Freshsales Classic by name or ID.
Find Contact
Find an existing contact by email address or ID.
Create Account
Create a new account in Freshsales Classic.
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Frequently Asked Questions
To start, connect both your Routee and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Routee triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Routee 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 Routee 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 Routee 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 Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn More
