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  4. ChargeDesk

Freshsales + ChargeDesk Integrations

Syncing Freshsales with ChargeDesk is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

Freshsales Integrations
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.

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

ChargeDesk Integrations
Connect Freshsales + ChargeDesk in easier way

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

    Triggers
  • 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.

  • Charge Created

    Triggers when a charge is created or imported.

  • Charge Failed

    Triggers when a charge fails.

  • Charge Updated

    Triggers when a charge is updated.

  • Customer Created

    Triggers when a new customer is created.

  • Customer First Paid

    Triggers when a customer makes their first successful payment.

  • Customer Updated

    Triggers when a customer is updated.

  • Request Paid

    Triggers when a payment request is successfully paid by a customer.

  • Subscription Canceled

    Triggers when a subscription is canceled or unpaid.

  • Subscription Created

    Triggers when a new subscription is created.

  • Subscription Updated

    Triggers when a existing subscription is updated.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Cancel Subscription

    Cancel a subscription.

Show All

How Freshsales & ChargeDesk Integrations Work

  1. Step 1: Choose Freshsales 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 ChargeDesk 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 Freshsales to ChargeDesk.

    (2 minutes)

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

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