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.
Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.Asset Panda Integrations
Freshsales + Asset PandaCreate Asset to Asset Panda from New Contact in Freshsales Read More...
Asset Panda + FreshsalesUpdate Lead in Freshsales when New Asset is created in Asset Panda Read More...
It's easy to connect Freshsales + Asset Panda without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Triggers when a new asset is added.
Creates a new lead.
Updates an existing lead.
Creates a new asset.
In this paper, I am going to discuss the integration of Freshsales and Asset Panda.
Let’s start with a brief introduction of both Freshsales and Asset Panda.
Freshsales is a cloud-based sales software that helps companies track, nurture, and grow their sales pipeline from lead generation to customer conversion. It provides a platform for Sales Reps to manage opportunities, send email updates to customers, as well as cplaborate on deals with their team members.
Asset Panda is a SaaS spution that offers a complete IT asset management system for small and midsize businesses. It lets users manage their IT assets, including hardware, software licenses, and network equipment, by providing a centralized dashboard to view and edit all the information about each asset. By using Asset Panda, organizations can increase efficiency and save time by easily tracking their assets.
Now let’s move on to the main topic of this paper. integration of Freshsales and Asset Panda.
Integration of Freshsales and Asset Panda enables users to track new IT assets that they bought, expenses that they charge against it, as well as manage licenses and devices associated with it.
For example, if a company buys a new software license for Microsoft Office, they can add it to Asset Panda and associate it with the computer where Office was installed. From now on, whenever the user logs in to the computer and opens Office, they will be prompted to enter the user name and password for this license.
Integrating Freshsales and Asset Panda is very easy for users due to the fplowing reasons:
First of all, both systems are cloud based. Users can access both systems via the web interface or mobile apps which means they don’t need to install any software on their computer. This also allows them to use both platforms seamlessly on any device they own including smartphones and tablets.
Secondly, once users log in to the system, they will see a list of all accounts and assets they have created in Freshsales and Asset Panda respectively. They can easily create new accounts or assets by clicking the “Create Account” or “Create Asset” button on their Freshsales account page or Asset Panda account page.
Finally, integrating Freshsales and Asset Panda gives users great benefits such as:
The process to integrate Freshsales and Asset Panda 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.