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Freshdesk + Freshsales Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshdesk

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.

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
Freshsales Alternatives

Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

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Best ways to Integrate Freshdesk + Freshsales

  • Freshdesk Freshsales

    Freshdesk + Freshsales

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

    Freshdesk + Freshsales

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

    Freshdesk + Freshsales

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

    Freshdesk + Freshsales

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

    Freshdesk + Freshsales

    Create Lead from Freshsales from Update Ticket to Freshdesk Read More...
    Close
    When this happens...
    Freshdesk Update Ticket
     
    Then do this...
    Freshsales Create Lead
  • Freshdesk {{item.actionAppName}}

    Freshdesk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • 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

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Freshdesk & Freshsales Integrations Work

  1. Step 1: Choose Freshdesk 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 Freshdesk to Freshsales.

    (2 minutes)

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

Integration of Freshdesk and Freshsales

Freshdesk

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

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.

Integration of Freshdesk and Freshsales

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.

Benefits of Integration of Freshdesk and Freshsales

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.