Integrations vision6 Freshsales Classic
vision6 + Freshsales Classic

Connect vision6 and Freshsales Classic to Build Intelligent Automations

Choose a Trigger

vision6

When this happens...

Choose an Action

Freshsales Classic

Automatically do this!

Enable Integrations or automations with these events of vision6 and Freshsales Classic

Enable Integrations or automations with these events of vision6 and Freshsales Classic

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Request a new Trigger for vision6

Actions

Search Account

Search Account

Find an existing account by name or id.

Search Contact

Search Contact

Find an existing contact by email or id.

Create Account

Create Account

Create a new account.

Create Contact

Create Contact

Create a new contact.

Update Account

Update Account

Updates an existing account.

Update Contact

Update Contact

Updates an existing contact.

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Frequently Asked Questions

How do I start an integration between vision6 and Freshsales Classic?

To start, connect both your vision6 and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in vision6 triggers actions in Freshsales Classic (or vice versa).

Can we customize how data from vision6 is recorded in Freshsales Classic?

Absolutely. You can customize how vision6 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.

How often does the data sync between vision6 and Freshsales Classic?

The data sync between vision6 and Freshsales Classic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from vision6 to Freshsales Classic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between vision6 and Freshsales Classic?

Yes, you can set conditional logic to control the flow of data between vision6 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.

vision6

About vision6

Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.

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Freshsales Classic

About 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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