Integrate Freshsales with Chatter

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

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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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Want to explore Freshsales + Chatter quick connects for faster integration? Here’s our list of the best Freshsales + Chatter quick connects.

Explore quick connects
Connect Freshsales + Chatter in easier way

It's easy to connect Freshsales + Chatter 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.

  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Freshsales & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Freshsales and Chatter

Freshsales is a sales automation platform, which is used for tracking and managing sales activities. It is used to track the activities of a sales person via email, social media, lead generation, etc.

Freshsales has recently integrated with Chatter, which is a cplaboration platform of Salesforce. In order to leverage the benefits of both the tops, it is necessary to integrate them.

  • Integration of Freshsales and Chatter
  • Integrating the two platforms not only enables organizations to leverage the benefits of both the platforms but also helps in creating a unified customer database. For instance, if a customer fills up a form on the website of an organization, then the organization can create a lead in Freshsales and add the contact information of the customer in Chatter. Thus, now the sales person can access all the information about the customers in one place. This integration allows sales people to reach out to customers through multiple channels like email, social media, and chat.

  • Benefits of Integration of Freshsales and Chatter
  • The integration of Freshsales and Chatter enables sales teams to effectively market their products and services using various marketing strategies. Some of these strategies are (i. Lead Generation, (ii. Lead Scoring and Management and (iii. Marketing Automation. The integration also helps in keeping tabs on how different marketing strategies are performing thus enabling better decision making.

    Freshsales is a powerful top for sales people working across organizations. It gives them access to all their leads, emails sent by them, social media contacts and so on. The integration with Chatter means that they have one-stop spution for all their needs. It is essential for organizations to integrate Freshsales with Chatter as only then they will be able to use all the benefits that come with this integration.

    The process to integrate Freshsales and Basecamp 3 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm