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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Recent Account Updates
Retrieve accounts updated within the specified past minutes.
Account Updated
Triggers when an existing account is updated.
Contact Updated
Triggers when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Squad integrations.
Send feedback to Squad
Send user comments or notes into Squad.
Update Account
Update an existing account
Create Deal
Create a new deal.
Update Deal
Update an existing deal.
Add Note to Contact
Add a note to a contact.
Find User
Search an existing User with the matching email ID.
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Frequently Asked Questions
To start, connect both your Squad and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Squad triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Squad 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.
The data sync between Squad and Freshsales Suite 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 Squad 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.
About Squad
Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.
Learn MoreAbout 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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