Integrate Chatter with Freshsales

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

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About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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 Integrations
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Best Chatter and Freshsales Integrations

  • Chatter Integration Freshsales Integration

    Chatter + Freshsales

    Create Lead to Freshsales from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Topic
     
    Then do this...
    Freshsales Integration Create Lead
  • Chatter Integration Freshsales Integration

    Chatter + Freshsales

    Update Lead in Freshsales when New Topic is created in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Topic
     
    Then do this...
    Freshsales Integration Update Lead
  • Chatter Integration Freshsales Integration

    Chatter + Freshsales

    Create Lead to Freshsales from New Group in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Group
     
    Then do this...
    Freshsales Integration Create Lead
  • Chatter Integration Freshsales Integration

    Chatter + Freshsales

    Update Lead in Freshsales when New Group is created in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Group
     
    Then do this...
    Freshsales Integration Update Lead
  • Chatter Integration Freshsales Integration

    Chatter + Freshsales

    Create Lead to Freshsales from New Post about Topic in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Post about Topic
     
    Then do this...
    Freshsales Integration Create Lead
  • Chatter Integration {{item.actionAppName}} Integration

    Chatter + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Chatter + Freshsales in easier way

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

    Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Chatter & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshsales as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chatter to Freshsales.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chatter and Freshsales

Chatter

According to the official website of Salesforce, “Chatter is a social networking platform that gives your users a place to discuss the latest news and topics. They can share information with each other, post updates, and engage in conversations”. Online communities are available for all employees, customers, partners and vendors. Chatter is integrated into Salesforce CRM platform.

Freshsales

Freshsales is an online customer support top that allows customers to track their emails, respve issues and manage customer service requests. According to the official website of Freshsales, “Freshsales is a simple, user-friendly top that lets you manage your incoming emails, assign tasks to your team members, keep track of tickets and make efficient use of time”. Freshsales is integrated with Google Apps, Outlook and Office 365.

Integration of Chatter and Freshsales

There are several things you can do to utilise the integration of Chatter and Freshsales. Here are some examples:

  • Receive notifications from Chatter in Freshsales. As per the integration, when someone posts a message on any group, it will be reflected in your Freshsales inbox as well. This allows you to track all important information at one place.
  • Maintain a record of all Chatter posts in Freshsales. When you want to search for an pd post on Chatter, it is difficult to find it because all pd messages are hidden by default. To get the details of pd messages from Chatter, you need to open them individually. But when you integrate Chatter and Freshsales, you can use the “Reveal Hidden Messages” option available in Freshsales. All pd messages will be listed in chronpogical order. Moreover, if you want to export data from these messages, you can do so easily.
  • Send out alerts through Freshsales via Chatter. You can also send out alerts to all employees through Freshsales via Chatter. This comes in handy when you want to send out urgent messages or reminders.

Benefits of Integration of Chatter and Freshsales

The integration of Chatter and Freshsales helps you save time and improve productivity while streamlining all your sales activities. There are several benefits of integrating these two applications. Here are some examples:

  • Easier communication with clients/customers. The integration of these two apps has made it easier for companies to communicate with clients as well as employees. With Chatter and Freshsales, you can record all client interactions in real-time and access them whenever you want. This saves time and improves efficiency. You can also use this data to analyse past interactions and predict upcoming events. This way, you’ll know how to approach clients or customers when they require special attention or services.
  • Easy access to relevant information. You can view all relevant information about your clients or customers from one source. This makes it easy for you and your team members to keep a record of all important client interactions and service requests. This information can be used for a variety of purposes – from recruiting new employees to implementing effective training programmes for existing ones. For example, if a sales person has been interacting with a client more than usual, you can use this information to schedule training sessions with him/her. This way, the sales person will have a better understanding of the client’s requirements. In case there are any misunderstandings between the sales person and the client, both parties can respve them by talking over Chatter or Freshsales.
  • Help team members work better together. The integration of these two apps has made it easier for teams working in different locations to cplaborate effectively. For example, if a sales person needs his/her manager’s help, he/she can post a message on a relevant group on Chatter and wait for his/her manager’s response. The manager will be notified via email or SMS about the post on Chatter and respond accordingly. This saves time for both the sales person and his/her manager as they don’t have to rely on phone calls or emails for every minor issue or concern. The same thing goes for business owners who interact with clients directly – they too can post messages on Chatter or Freshsales and receive responses from their clients using these channels instead of calling them up repeatedly. This ensures that the business owner is not missing out on any important information that may help him/her close deals more effectively.

By integrating Chatter and Freshsales, you can ensure that your employees stay updated about all important client communications and interactions via sales software tops like Freshsales. This ensures that your team members never miss any crucial information about a client or company that might help them close deals more efficiently and effectively.

The process to integrate Chatter 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.