CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
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
CloudTalk + FreshsalesUpdate Lead in Freshsales when New Call is created in CloudTalk Read More...
CloudTalk + FreshsalesUpdate Lead in Freshsales when New Contact is created in CloudTalk Read More...
It's easy to connect CloudTalk + Freshsales without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Create a contact.
Update an existing contact.
Creates a new lead.
Updates an existing lead.
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 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.
CloudTalk can be integrated with Freshsales using Zapier. 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 ZAPIER.COM. Sign up for an account if you don’t have one already. On the dashboard, click on “Make a Zap”. 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 Zap 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 Zap” 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 Zap interface at any point in time to modify or delete this integration.
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.