Integrate Freshsales with Airtable

Freshsales is a sales and marketing platform for small and medium businesses, developed and owned by Freshworks. It was launched in the year 2013 and by 2015 it had over 500 active customers. In 2016, Freshworks raised $20 million in funding for further expansion of the product. The company has a global presence with offices located in San Mateo, California, Bangalore, India and Chennai, India.

Airtable is a cloud-based application which helps users manage their data. It can work on all devices and is available as a native mobile app for iPhone and Android. Airtable stores hierarchical data, allowing for different levels of hierarchy in the same data set. This makes it possible to view the same data from multiple perspectives.

In June 2017, Freshworks acquired Airtable. By December 2017, Freshworks launched an integration between Airtable and Freshsales. This integration allows users of both the products to share records with each other. This feature allows users to create leads in Airtable and then update them in Freshsales if they get converted into deals or not. Similarly, when a user creates a deal in Freshsales, it can be synchronized with Airtable. This way, all the records are kept up to date and the user does not have to manually update them.

The integration also allows users to use Airtable as a prospecting top in their sales process. When a user creates a lead in Airtable, they can assign it to any sales rep and then send it out to them via Freshsales. They can then send fplow ups via email or SMS directly from Airtable to the sales reps. This saves time and effort for sales teams since they do not need to switch between different tops to fplow up on leads.

Integrating Salesforce with Airtable gives users more flexibility in their sales process. This integration enables users to have multiple views on their data, depending on where they are in the sales cycle. For example, if they want to see all their leads in one view, they can do so directly from Freshsales. If they want to visualize their pipeline data in a specific way, they can do so from Airtable. This also allows them to visualize more complex data using charts without having to rely on separate tops. All this results in better decision making and increased productivity for users of the cplaboration top.

The process to integrate Freshdesk and WHMCS 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.