
When this happens...
New Objective
New Item

Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Create Or Update Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new objective is created in Weekdone.
Trigger when new item is created.
Runs when a contact is created in the selected view
Runs when a deal is updated within the selected recent time frame.
Runs when a new deal is created in Freshsales Suite.
Runs when an existing contact is updated.
Action is the task that follows automatically within your Weekdone integrations.
Creates a new objective in Weekdone.
Updates an existing objective in Weekdone.
Get all existing items
Create a New Item.
Get all Objectives
Update item

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To start, connect both your Weekdone and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Weekdone triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Weekdone data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Weekdone and Freshsales Suite 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 Weekdone and Freshsales Suite. 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.
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn MoreFreshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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