Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.
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
Freshdesk + FreshsalesUpdate Lead in Freshsales when New Contact is created in Freshdesk Read More...
Freshdesk + FreshsalesUpdate Lead in Freshsales when New Ticket is created in Freshdesk Read More...
Freshdesk + FreshsalesCreate Lead from Freshsales from Update Ticket to Freshdesk Read More...
It's easy to connect Freshdesk + Freshsales without coding knowledge. Start creating your own business flow.
Triggers when a new customer is created.
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a Ticket is updated.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Allows you to create a User/Customer in Freshdesk for your support domain.
Create a ticket in Freshdesk for your domain.
Creates a new lead.
Updates an existing lead.
Freshdesk is a global customer support software that helps businesses to deal with customer concerns in real time. A number of business organizations are using Freshdesk as an efficient top to deal with customer queries via multiple channels of communication like email, phone, and social media. By integrating Freshsales, you can have complete contrp over your entire customer support process.
Freshsales is a sales automation software that helps you close more deals. It acts as a single platform for sales. You can use it to boost your lead generation, manage sales process, and create sales reports. With the help of Freshsales, you can easily track leads, understand sales performance and make more informed decisions.
Integrating Freshdesk and Freshsales is an easy process that can be done in a few minutes. Once you integrate the two platforms, you will be able to view all your customer support tickets on the Sales dashboard. So, you will have an access to all the data related to your customers and their queries. To know how to integrate the two platforms, read the integration guide provided by Freshworks.
Once you integrate the two platforms, you can easily export your customer data from Freshsales into Freshdesk. This will enable you to automatically create cases and assign them to the right agent when a new lead comes in from Freshsales. Moreover, you will be able to see detailed case history of your customers on the account profile page in Freshdesk.
Some of the benefits of integrating Freshdesk and Freshsales include:
You can now view all your customer service tickets on the Sales dashboard in Freshdesk so that you don’t miss any important details regarding your customers.
You no longer have to log in multiple times to check ticket status or update your customers on issues. Freshdesk automatically sends updates to your customers whenever appropriate via email or social media.
It’s easy to add notes or attachments to existing tickets via Sales so that you have a clear record of information shared with your customers.
You can send personalized emails from Freshdesk when a new ticket comes in via Sales.
By integrating Freshdesk and Freshsales, you can now stay updated about all your support requests via one platform instead of logging in multiple times to check different channels. You can now view all the details related to your customers, including their profile info and ticket history, on one dashboard. This will help you interact better with your customers so that they become loyal buyers for your organization.
The process to integrate Freshdesk 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.