Integrate ChargeDesk with Freshsales

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Freshsales

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ChargeDesk Integrations

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

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.

ChargeDesk + Freshsales Quick Connects

Want to explore ChargeDesk + Freshsales quick connects for faster integration? Here’s our list of the best ChargeDesk + Freshsales quick connects.

Explore quick connects

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Nutshell

Connect ChargeDesk + Freshsales in easier way

It's easy to connect ChargeDesk + Freshsales without coding knowledge. Start creating your own business flow.

Triggers
Charge Created

Triggers when a charge is created or imported.
Charge Failed

Triggers when a charge fails.
Charge Updated

Triggers when a charge is updated.
Customer Created

Triggers when a new customer is created.
Customer Updated

Triggers when a customer is updated.
New Contact

Triggers when a new contact is created.
New Deal

Triggers when a new deal is created.
New Lead

Triggers when a new lead is created.

Actions
Create Lead

Creates a new lead.
Update Lead

Updates an existing lead.

How ChargeDesk & Freshsales Integrations Work

Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Freshsales as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ChargeDesk to Freshsales.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.