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Freshsales Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Freshsales account with Appy Pie Connect

  • No code
  • No Credit Card
  • Lightning Fast Setup

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.

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How to Integrate Freshsales with Appy Pie Connect

Follow these steps to Integrate Freshsales:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Freshsales App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Freshsales account API key

  6. Your Freshsales app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Freshsales Integrations

  • Freshsales Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Freshsales Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Freshsales Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Freshsales Gmail

    Freshsales + Gmail

    Create Draft to Gmail from New Deal in Freshsales Read More...
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Gmail Create Draft
  • Freshsales Gmail

    Freshsales + Gmail

    Send Email in Gmail when New Deal is created in Freshsales Read More...
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Gmail Send Email
  • Freshsales Gmail

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Freshsales {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

Freshsales Integration Details

Add new Freshsales contacts to email services, invite contacts to events, back up contacts in an online spreadsheet, or find other creative ways to streamline your pipeline management with Appy Pie Connect. This Freshsales automation lets you automatically create or update leads, contacts, or opportunities in Freshsales from emails, online forms, social media ads, or other apps you use. While these tasks are being managed automatically, you save a lot of time to manage other business-critical tasks. Appy Pie Connect allows you to instantly connect Freshsales with more than a hundred apps to automate your work and get more done in less time.

Why You Should Use Freshsales Integration?

Gain greater visibility across your leads’ activities on your website and emails. Track sales, marketing, and set up a unified data platform by using this Freshsales integration. Focused on providing better context on your leads, this Freshsales integration can help you reach out to the hottest prospects, engage in relevant conversations, and close more deals faster than ever. Freshsales integration makes it possible to get your Freshsales data to any apps to build custom reports for every contact, deal, or opportunity. From prospects to customers, this integration helps you recognize people and their needs more effectively.

Here is how you can use Freshsales with Appy Pie Connect:

  • Build valuable relationships with customers and prospects by connecting your Freshsales to Trello. This Freshsales-Trello automatically creates Trello cards from Freshsales leads.
  • Connect Freshsales to Facebook Lead Ads and automatically add all Facebook Lead Ads leads to Freshsales.
  • Keep your team updated about your latest leads by connecting your Freshsales to Slack. Appy Pie Connect automatically sends a notification message to a designated Slack channel.
  • Connect your CRM up with Google for instant access to new contacts. Set this Freshsales-Google Contacts integration and automatically add new Freshsales CRM contacts to Google Contacts.
  • Create leads in Freshsales CRM from Facebook Lead Ads submissions by connecting your Freshsales CRM with Facebook Lead Ads.
  • Integrate Freshsales CRM with Google Sheets and automatically create a new lead from Google Sheets rows.
  • Constantly collaborate with colleagues. Integrate your Freshsales account with Slack and automatically send notifications in Slack when new leads are created in Freshsales.
  • Set up Freshsales and Google Forms integration and automatically send Google Forms to Freshsales without copy-pasting the details.
  • Freshsales CRM and Google Sheets from Appy Pie Connect will automatically add new rows in Google Sheets when new contacts are created in Freshsales CRM.
  • Automate your welcome message by connecting Gmail to Freshsales. This Freshsales automation will automatically send a welcome email to every new lead in Freshsales.
  • Integrate Freshsales with AWeber and automatically add new AWeber subscribers as Freshsales leads.

Appy Pie Connect brings together Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

Here is a list of Freshsales Triggers and Actions

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

Step By Step Freshsales Integration Guide

  1. To integrate the Freshsales app with Appy Pie Connect, search and select the app from the app directory at Connect. Select the service required and click Continue to move forward with the integration.

    Note: You will require a paid or subscribed account of Freshsales to make the integration work.


  2. Click Connect An Account and a pop-up form will appear. Enter the Subdomain details including API token available in Freshsales account >> Settings >> API Settings. Once correct details are inserted, click Yes, Continue.


  3. Reconfirm the Freshsales account at Connect by clicking the Continue button.


  4. The dropdown will ask to select the filter for your Freshsales account. Select the appropriate filter and click Continue, your app will get integrated at Appy Pie Connect.


Common Issues With Freshsales At Appy Pie Connect

Currently, there is no common issue with Freshsales integration at Appy Pie Connect. Contact our support team to get a solution for any query related to Freshsales integration.