Exact Online + Freshsales classic Integration

Integrate Exact Online to Freshsales classic in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update your CRM records, alert your sales team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
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2.
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic

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Ready Workflows Ready Workflows for Exact Online + Freshsales classic Integration

Sync contacts, update accounts, log details, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshsales classic + Exact Online Integration

Create Exact Online contact from new Freshsales classic account

If you have created a account in Freshsales classic, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Freshsales classic + Exact Online Integration

Create Exact Online contact for new Freshsales classic contact

In order to keep your accounting and customer records in sync, when you create a contact in Freshsales classic, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Freshsales classic and Exact Online!
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Exact Online + Freshsales classic Integration

Create Freshsales classic contact for new Exact Online contact

If you are using Exact Online, then you may want to also use Freshsales classic to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Freshsales classic.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Freshsales classic flow

Connect marketing, billing, and team communication tools after your core sync finishes. Pick a combination and activate it in one click.

Exact Online
Freshsales classic
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
E
F
H
Sync every Exact Online contact update to Freshsales classic, and create a matching contact in HubSpot.
Exact Online contact updates instantly appear in Freshsales classic and HubSpot, keeping your sales databases aligned without manual entry.
E
F
H
Create a follow-up task in HubSpot whenever an Exact Online contact update is pushed to Freshsales classic.
New contact updates in Exact Online automatically sync to Freshsales classic and generate a task in HubSpot, ensuring reps never miss a follow-up.
E
F
H
If an Exact Online contact update has a specific account, update Freshsales classic and create a deal in HubSpot.
Qualified Exact Online contact updates instantly update Freshsales classic and create a new deal in HubSpot for your sales pipeline.
E
F
H
Use Claude to analyse Exact Online contact updates, sync them to Freshsales classic, and create a segmented contact in HubSpot.
Claude evaluates Exact Online contact updates, syncing them to Freshsales classic and creating segmented records in HubSpot automatically.

Supported triggers and actions for Exact Online and Freshsales classic

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search contact by first name in Exact Online
Searches for a contact by first name
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Freshsales classic
Freshsales classic Triggers & Actions
Lead is created in Freshsales classic
Triggers the automation when a new lead is created
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Lead is updated in Freshsales classic
Triggers the automation when the lead information is updated
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Deal is created in Freshsales classic
Triggers the automation when a deal is created
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Deal is updated in Freshsales classic
Triggers the automation when a deal is updated
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Contact is created in Freshsales classic
Triggers the automation when a new contact is created
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Contact is updated in Freshsales classic
Triggers the automation when a contact is updated
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Account is created in Freshsales classic
Triggers the automation when a new account is created
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Account is updated in Freshsales classic
Triggers the automation when an account is updated
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Create lead in Freshsales classic
Generates new leads for potential customers
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Search lead in Freshsales classic
Retrieves information for a particular lead
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Update lead in Freshsales classic
Updates the lead information
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Lead convert in Freshsales classic
Track and convert potential leads into customers
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Add note to lead in Freshsales classic
Adds a note to a lead
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Create task for lead in Freshsales classic
Creates a new task for a particular lead
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Create contact in Freshsales classic
Adds a new contact to the database
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Update contact in Freshsales classic
Updates contact information with new details
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Search contact in Freshsales classic
Finds and retrieves contact information
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Add note to contact in Freshsales classic
Adds a personalized note to a contact
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Create task for contact in Freshsales classic
Creates a task to follow up with a contact
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Create deal in Freshsales classic
Generates a new deal with
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Search deal in Freshsales classic
Retrieves and find a deal
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Add note to deal in Freshsales classic
Adds a note to a deal
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Create task for deal in Freshsales classic
Creates a new task for a particular deal
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Create account in Freshsales classic
Generates a new account
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Search account in Freshsales classic
Searches for account information
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Create task for account in Freshsales classic
Creates a task to follow up with a account
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Add note to account in Freshsales classic
Adds a note to the customer's account for future reference
Try it →

What can you automate with Exact Online + Freshsales classic?

Streamline your sales and accounting operations by connecting Exact Online and Freshsales classic for instant synchronization and error-free record management.

What you can automate?
🔄
Sync every contact update automatically
Instantly transfer contact updates from Exact Online to Freshsales classic the moment they happen. Eliminate manual data entry and keep your customer database synchronized.
📝
Capture every submitted contact field
Map all available contact details and custom fields from Exact Online directly into Freshsales classic. Ensure no important account information or phone number is left behind.
🔔
Alert your team the moment a contact changes
Notify your sales representatives instantly whenever an Exact Online contact is updated in Freshsales classic. Keep everyone informed and ready to take action.
🔀
Route records based on submitted criteria
Send contact updates to specific Freshsales classic pipelines depending on account values or regions submitted in Exact Online. Ensure leads reach the right sales rep.
🔄
Keep your CRM records continuously updated
Reflect any modification made in Exact Online across your Freshsales classic contacts in real time. Maintain consistent data integrity across your entire sales stack.
Prevent duplicates with smart upserts
Search existing Freshsales classic records before creating new ones from Exact Online contact updates. Update existing profiles automatically instead of creating clutter.
📅
Handle later status changes and deal updates
Trigger automated workflows in Freshsales classic when Exact Online accounts transition through different business stages or subscription tiers.
🔗
Extend your workflow to Slack and Google Sheets
Push Exact Online and Freshsales classic data into Google Sheets for reporting or alert your team in Slack channels, combining accounting, CRM, and team chat.
And much more...

Who is Exact Online + Freshsales classic integration for?

Connecting Exact Online and Freshsales classic helps sales and finance teams eliminate manual data entry, keep customer records synchronized across platforms, and accelerate follow-ups.

Revenue leaders
Revenue leaders
Sales reps
Sales reps
Account managers
Account managers
Operations coordinators
Operations coordinators
Sales executives
Sales executives
Finance managers
Finance managers
📊
Revenue leaders
You review financial reports and CRM pipelines in Exact Online, but lead data lags behind until someone manually syncs records, so your revenue forecasts are always built on outdated numbers — this integration means every contact update flows instantly and your pipeline reports stay accurate.
Sales reps
You wait for customer notifications from Exact Online to update your pipeline in Freshsales classic, but manual delays mean leads go cold before you reach out — automations between both apps mean contacts are synced immediately so you can engage prospects right away.
🤝
Account managers
You track client project updates and billing details in Exact Online, but external stakeholders see old records while waiting for manual updates — with this integration, contact changes reflect instantly across both systems to keep everyone aligned.
📋
Operations coordinators
You manually copy high volumes of contact updates from Exact Online into Freshsales classic every day, but human fatigue leads to missed entries and errors — automating both apps means every record transfers seamlessly without manual data entry.
🎯
Sales executives
You depend on upstream contact changes in Exact Online to start your outreach in Freshsales classic, but delayed handoffs stall your daily workflow — connecting these apps means new contact tasks open instantly so you never miss a handover.
🗂️
Finance managers
You audit customer accounts and transaction histories in Exact Online, but mismatched CRM contacts leave frustrating gaps in your financial audit trail — this integration means every contact record matches perfectly across your entire software stack.
Our team

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Why choose Integrately to automate Exact Online + Freshsales classic

Build and manage your Exact Online + Freshsales classic automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Freshsales classic with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Freshsales classic?
Frequently Asked Questions
Connecting Exact Online to Freshsales classic takes just one click with Integrately. You can use ready-made automation templates or ask Integrately AI to set up your custom workflow between Exact Online, Freshsales classic, HubSpot, and Slack.
Can I automatically sync my Exact Online contacts to Freshsales classic?
Frequently Asked Questions
Can I connect Exact Online, Freshsales classic, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Freshsales classic?
Frequently Asked Questions
How does Exact Online handle contact updates in this integration?
Frequently Asked Questions
How are records updated in Freshsales classic?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Freshsales classic?
Frequently Asked Questions
Is the Exact Online and Freshsales classic integration free?
Frequently Asked Questions
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You Can Also Connect Exact Online or Freshsales classic With 1500+ Other Apps

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Freshsales classic
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