Connect TagMango and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
Course Progress Event
Course Completion
New Recurring Order Completed
Incomplete Order Created
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 TagMango and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Trigger when new order completed
Course Progress Event
Trigger when new progress started.
Course Completion
This event is triggered when a subscriber completes watching/consuming the entire course.
New Recurring Order Completed
Triggers when new recurring order is created.
Incomplete Order Created
Triggers when incomplete order created.
New Contact Created
Runs when a new contact is created.
Do thisActions
Action is the task that follows automatically within your TagMango integrations.
Migrate User
The migrate user allows the arbitrary addition of customers to any mango. The behaviour of the API is the same as the add customer option on the customers page in the TagMango dashboard.
Find Account
Finds an account by name or ID.
Find Contact
Finds an existing contact by email or ID.
Create Account
Creates a new account in Freshsales Classic.
Create Contact
Create a new contact.
Update Account
Updates an existing account.
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Frequently Asked Questions
To start, connect both your TagMango and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in TagMango triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how TagMango 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 TagMango 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 TagMango 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 TagMango
TagMango is a platform that empowers creators to monetize their content and engage with their audience through personalized experiences. It provides tools for creators to offer exclusive content, workshops, and more, enabling them to build a sustainable income stream.
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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