Connect Trackabi and Freshsales Classic
Integrate Trackabi with Freshsales Classic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Company Profile from Trackabi when When a new contact is created in Freshsales Classic
List Tasks from Trackabi when When a new contact is created in Freshsales Classic
Create Client in Trackabi when When a new contact is created in Freshsales Classic
Update Client in Trackabi when When a new contact is created in Freshsales Classic
List Clients from Trackabi when When a new contact is created in Freshsales Classic
Popular Trackabi + Freshsales Classic flows
Start from a real workflow other teams are already running.
Choose a trigger
Trackabi
When this happens...
- Request a new Trigger for Trackabi
Choose an action
Freshsales Classic
Automatically do this!
Find Accounts
Find Contacts
Create Account
Create Contact
Update Account
Update Contact
Create Deal
Update Deal
List Contacts
Create Note in Freshsales Classic
Create Lead
Find Lead By Email
Change Contact Lifecycle Stage
Update a Lead
Find Deals
Get Deal Notes
Create or Update Contact
Add Note to Contact
Delete Multiple Deals
List Deals
Get Company Profile from Trackabi when When a new contact is created in Freshsales Classic
Use this flowList Tasks from Trackabi when When a new contact is created in Freshsales Classic
Use this flowCreate Client in Trackabi when When a new contact is created in Freshsales Classic
Use this flowUpdate Client in Trackabi when When a new contact is created in Freshsales Classic
Use this flowList Clients from Trackabi when When a new contact is created in Freshsales Classic
Use this flowCreate a Project in Trackabi when When a new contact is created in Freshsales Classic
Use this flowList Projects from Trackabi when When a new contact is created in Freshsales Classic
Use this flowCreate Time Entry in Trackabi when When a new contact is created in Freshsales Classic
Use this flowFind Time Entries in Trackabi when When a new contact is created in Freshsales Classic
Use this flowGet Time Entry from Trackabi when When a new contact is created in Freshsales Classic
Use this flowSupported Triggers & Actions
Everything you can automate between Trackabi and Freshsales Classic.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically when a new contact is added to your Freshsales Classic account.
When a new account is created
Runs the workflow automatically whenever a new account is created in Freshsales Classic.
When a new deal is created
Runs the workflow automatically whenever a new deal is created in the account.
When a new task is created
Runs the workflow automatically whenever a new task is created in Freshsales Classic.
Deal Stage Changes
Runs when deal stage changes
Do thisActions
Action is the task that follows automatically within your Trackabi integrations.
Get Company Profile
Get your Trackabi company profile and details.
List Tasks
Find tasks by ID, name, or project, or list tasks with optional sorting and pagination.
Create Client
Create a client record with name, contact details, address, notes, and optional billing (currency and hourly rates).
Update Client
Update a client's contact, billing, and profile information.
List Clients
Retrieve clients with optional search by ID, name, or email, and support for sorting and pagination.
Create a Project
Add a project to your Trackabi workspace, including client, start/end dates, and billing details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Trackabi
Trackabi is a comprehensive time tracking and employee management software designed to streamline business operations. It offers features such as time tracking, project management, and employee monitoring, making it an ideal solution for businesses looking to enhance productivity and manage their workforce efficiently.
Learn moreSimilar apps
About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Trackabi and Freshsales Classic accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Trackabi and Freshsales Classic as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Freshsales Classic. No coding required.
Yes. You can set up a workflow where Trackabi triggers actions in Freshsales Classic, and a separate workflow where Freshsales Classic triggers actions in Trackabi. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Trackabi and Freshsales Classic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trackabi and Freshsales Classic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
