Connect TextIt and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TextIt
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 TextIt and Freshsales Classic automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 TextIt integrations.
Create Topic
create a new topic.
Create a Group
create a new contact group.
Delete a Group
Deletes a contact group by its name.
Create Campaigns
create a new campaign.
Update Campaigns
update an existing campaign.
Delete Campaign Events
Delete a campaign event.
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Frequently Asked Questions
To start, connect both your TextIt and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in TextIt triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how TextIt 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 TextIt 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 TextIt 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 TextIt
TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.
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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