Connect Uscreen and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customers
New Program
New Offer
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 Uscreen and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customers
Triggers when a customers is added.
New Program
Trigger when new program video is uploaded.
New Offer
Triggers when a Offer is processed for subscriptions, bundles.
New Contact Created
Runs when a new contact is created.
New Account Created
Runs when a new account is created.
New Deal Created
Runs when a new deal is created.
Do thisActions
Action is the task that follows automatically within your Uscreen integrations.
Create User
Creates a new user
Get a Offer
Get a Offer
Assign User Access
Assigns a bundle or subscription to a customer.
Get User Detail by Email
Get a Customer/User Detail by email
Get a Program
Get a Program
Update a User
Update a User
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Frequently Asked Questions
To start, connect both your Uscreen and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Uscreen triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Uscreen 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 Uscreen 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 Uscreen 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 Uscreen
Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.
Learn MoreAbout Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn More
