Integrations SandeshChat Freshsales Classic
SandeshChat + Freshsales Classic

Connect SandeshChat and Freshsales Classic to Build Intelligent Automations

Choose a Trigger

SandeshChat

When this happens...

Choose an Action

Freshsales Classic

Automatically do this!

Ready to use SandeshChat and Freshsales Classic automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Inbound Message Arrives

New Inbound Message Arrives

Runs when new inbound message arrives.

Message Delivery Status Changes

Message Delivery Status Changes

Runs when Message Delivery Status Changes

New Contact Created

New Contact Created

Runs when a new contact is created.

New Account Created

New Account Created

Runs when a new account is created.

New Deal Created

New Deal Created

Runs when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Request a new Trigger for SandeshChat

Do thisActions

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

Send Template Message

Send Template Message

Send a SandeshChat template message to a recipient's phone number.

Send Session Message

Send Session Message

Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.

Find Account

Find Account

Finds an account by name or ID.

Find Contact

Find Contact

Finds an existing contact by email or ID.

Create Account

Create Account

Creates a new account in Freshsales Classic.

Create Contact

Create Contact

Create a new contact.

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Frequently Asked Questions

How do I start an integration between SandeshChat and Freshsales Classic?

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

Can we customize how data from SandeshChat is recorded in Freshsales Classic?

Absolutely. You can customize how SandeshChat 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.

How often does the data sync between SandeshChat and Freshsales Classic?

The data sync between SandeshChat and Freshsales Classic 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 SandeshChat to Freshsales Classic?

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 SandeshChat and Freshsales Classic?

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

SandeshChat

About SandeshChat

SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.

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Freshsales Classic

About 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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