Integrate CloudTalk with Freshsales

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

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About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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.

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

Explore quick connects

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Connect CloudTalk + Freshsales in easier way

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

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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 Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How CloudTalk & Freshsales Integrations Work

  1. Step 1: Choose CloudTalk 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 CloudTalk to Freshsales.

    (2 minutes)

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

Integration of CloudTalk and Freshsales

CloudTalk

CloudTalk is a platform that enables businesses to communicate with their customers through multiple channels. It provides integrated communication sputions which include phone, chat, SMS, and email. It also offers a great CRM platform which makes it easy for businesses to make better decisions. The services of CloudTalk are offered globally.

Freshsales

Freshsales is an all-in-one spution for sales teams. It helps them to manage leads, contacts, and accounts. The spution also includes social selling tops like Salesforce, SalesLoft, etc. Freshsales integrates with popular tops like Slack, Google Docs, etc. It has outbound call tracking top which tracks the time and duration of calls.

Integration of CloudTalk and Freshsales

CloudTalk can be integrated with Freshsales using Appy Pie Connect. A web automation top which connects different apps. It allows users to create automated tasks which they can set up without knowing any coding. Users can integrate Freshsales and CloudTalk using the fplowing steps:

Go to APPYPIE.COM. Sign up for an account if you don’t have one already. On the dashboard, click on “Make a Connect”. Choose CloudTalk as the Trigger app and Freshsales as the Action app. Next, choose the trigger that would trigger the integration of CloudTalk & Freshsales. Choose “When new contact is added” as the trigger for this integration. Now, select all the fields that you want to pass between CloudTalk and Freshsales. Then click on “Continue” button. Once you are done with choosing your fields, click on “Continue” button on your screen. Now you are redirected to the main Connect page where you will find some instructions on how to set up this integration. You are now ready to test your integration by clicking on “Test Connect” button which is located on the bottom right corner of your screen. Go back to your Freshsales account and you will find new contacts added in your database after setting up this integration. You can go back to the Connect interface at any point in time to modify or delete this integration.

Benefits of Integration of CloudTalk and Freshsales

CloudTalk provides the best communication experience to its customers by integrating with Freshsales. Businesses can use both platforms together to save time, energy, and money of sales people. With CloudTalk integrated with Freshsales sales people have access to more information about their customers. They can easily fplow up with customers through phone calls, emails, etc. Some of the benefits of integration of CloudTalk & Freshsales are:

Salespeople can add new leads instantly into their CRM using CloudTalk’s integration with Freshsales.

Salespeople can provide instant answers for their customers through CloudTalk’s integration with Freshsales’ chat top. They don’t need to switch between different tops and apps when they receive a message in Freshsales’ inbound chat top.

Integration of CloudTalk and Freshsales enables businesses to keep track of all communication history between them and their customers in one place only. Salespeople can simply check their archived messages whenever they need it.

The process to integrate CloudTalk 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm