Airtable + Freshsales Integrations
Appy Pie Connect allows you to automate multiple workflows between Airtable and Freshsales
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.
About Freshsales
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
Freshsales IntegrationsLooking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives
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Xero
Best ways to Integrate Airtable + Freshsales
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When this happens...
New Record
Then do this...
Create Lead
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Airtable + Freshsales
Update Lead in Freshsales when New Record is created in Airtable Read More...When this happens...
New Record
Then do this...
Update Lead
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Airtable + Freshsales
Create Lead to Freshsales from New Record In View in Airtable Read More...When this happens...
New Record In View
Then do this...
Create Lead
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Airtable + Freshsales
Update Lead in Freshsales when New Record In View is created in Airtable Read More...When this happens...
New Record In View
Then do this...
Update Lead
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When this happens...
New Deal
Then do this...
Create Record
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Airtable + Freshsales without coding knowledge. Start creating your own business flow.
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New Record
Triggers when a new record is available.
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New Record In View
Triggers when a new record is available.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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Create Record
Creates a new record with auto-populating fields.
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Update Record
Update the values of specific cells in an Airtable record.
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
How Airtable & Freshsales Integrations Work
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Step 1: Choose Airtable as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Freshsales as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Airtable to Freshsales.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Airtable and Freshsales
Airtable is a cloud-based platform that allows you to create databases, tables, and spreadsheets that you can share with anyone. You can easily view your updated information in real time and use it for any purpose.
Freshsales is a sales CRM software that allows you to connect and manage all leads, opportunities, and deals. It provides you with an easy way to track and report on activity via widgets and charts.
Integration of Airtable and Freshsales
Airtable has brought a new level of functionalities, which will help Freshsales to organize the better sales data, increase predictability, and reduce the amount of time spent on data entry.
As an example, Sales Development Reps (SDRs. spend most of their time gathering and inputting data into Salesforce. Freshsales can be used as a back-up system for Salesforce or as a primary one for small teams or early-stage startups. Some features include:
Salesforce integration — Integrates with Salesforce so there is no need to duplicate data entry. This feature will save both time and money, as users can now focus on building relationships instead of data entry.
Integration with Google Sheets — The app automatically syncs with Google Sheets, which enables users to get an overview of all the data in Freshsales at any time. They can also configure it to automatically update the data in Google Sheets. This way, if there are any changes in the database, they will be immediately reflected in Google Sheets without having to manually upload them.
Data export and import — Automatically exports sales data from Salesforce and imports it into Freshsales. This feature helps users keep their customer data up to date and keep track of important customer information.
Benefits of Integration of Airtable and Freshsales
The integration of Airtable and Freshsales can provide businesses with many advantages. Here are just some of them:
- Data Organization and Management
The integration of Airtable and Freshsales will help users to organize and manage their customer data easily. Users can easily share customer profiles between different systems for better cplaboration and employee alignment within their organizations. This will also help them to make faster decisions based on customer data.
- Easy Access to Customer Data
Because Airtable integrates with both Freshsales and Google Sheets, users can easily access customer data from anywhere anytime. As a result, employees can focus on providing value to customers rather than wasting their time on data entry.
- Data Security and Accuracy
With the integration of Airtable and Freshsales, both systems will always have the most updated customer data at any given time. This way, users will always know who their customers are and what they are working on. They can also determine which customers are likely to close an account or add more services. With this information in hand, it will be easier for them to find out how they can serve these customers better.
The process to integrate Airtable and Freshsales may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
