Integrate Customerly with Freshsales

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly and Freshsales Integrations

  • Customerly  Integration Freshsales Integration

    Customerly + Freshsales

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

    Customerly + Freshsales

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

    Customerly + Freshsales

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

    Customerly + Freshsales

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

    Freshsales + Customerly

    Create or Update Lead to Customerly from New Deal in Freshsales Read More...
    Close
    When this happens...
    Customerly  Integration New Deal
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Freshsales Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Freshsales.

    (2 minutes)

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

Integration of Customerly and Freshsales

  • Freshsales is a cloud-based customer relationship management (CRM. software that allows sales teams to easily manage leads, contacts and accounts.
  • Customerly is a simple CRM application that allows you to create customer profiles and track customer interactions.
  • Integration of Freshsales and Customerly
  • Benefits of Integration of Freshsales and Customerly
  • Customerly and Freshsales integrate through Appy Pie Connect APIs. This integration allows CRM data from Customerly to be automatically transferred to your Freshsales account for further analysis and lead management. At the same time, Freshsales data can be pushed into Customerly to create new contacts. The integration is seamless, so you won't have to update any data manually.

    Customerly

    Customerly is a simple CRM application that helps you track every customer interaction. It helps you effectively manage your customer data by providing an intuitive interface. You can create custom fields to track specific information about each customer.

    Freshsales

    Freshsales is a cloud-based CRM spution designed specifically for sales teams. It helps teams stay on top of leads, generate more qualified sales opportunities, and keep track of customer purchase history. It provides powerful tops such as lead scoring, email tracking, call logging and reporting, among others.

    The process to integrate Customerly 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.