
When this happens...
New Lead
New Contact
Edit Lead

Automatically do this!
Get Call Records
Initiate Call
Create Contact List
Delete a contact list
Assign Contacts
Unassign Contacts
Retrieve Contact Lists
Retrieve a user
When this happensTriggers
A trigger is an event that starts a workflow.
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
Triggers when a contact is added in Togile and returns the contact details.
Update an existing lead's details in Togile CRM.
Triggers whenever a call's status changes throughout it's lifecycle.
Triggers when the call recording is ready to be fetched/played.
Triggers when the notes associated with a call change.
Action is the task that follows automatically within your Togile integrations.
Create a new lead from contact details with optional email, phone, source, and custom fields.
Creates a new company in Togile CRM.
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Finds products and services that match the provided name.
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

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To start, connect both your Togile and FreJun accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in FreJun (or vice versa).
Absolutely. You can customize how Togile data is recorded in FreJun. This includes choosing which data fields go into which fields of FreJun, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and FreJun 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 Togile and FreJun. 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.
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
Learn MoreFreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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