Connect Wati and Freshsales Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event Occurs
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 Wati and Freshsales Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
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.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Wati integrations.
Send Template Based WhatsApp Message
Send a predefined WhatsApp message template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
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Frequently Asked Questions
To start, connect both your Wati and Freshsales Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Wati triggers actions in Freshsales Classic (or vice versa).
Absolutely. You can customize how Wati 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 Wati 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 Wati 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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
