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Freshsales + ConvertKit Integrations

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

  • 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.

About ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations

Best ways to Integrate Freshsales + ConvertKit

  • Freshsales ConvertKit

    Freshsales + ConvertKit

    Create or Update Purchase to ConvertKit from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    ConvertKit Create or Update Purchase
  • Freshsales ConvertKit

    Freshsales + ConvertKit

    Add Subscriber to Form in ConvertKit when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    ConvertKit Add Subscriber to Form
  • Freshsales ConvertKit

    Freshsales + ConvertKit

    Add Tag to Subscriber in ConvertKit when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    ConvertKit Add Tag to Subscriber
  • Freshsales ConvertKit

    Freshsales + ConvertKit

    Remove Tag From Subscriber in ConvertKit when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    ConvertKit Remove Tag From Subscriber
  • Freshsales ConvertKit

    Freshsales + ConvertKit

    Create or Update Purchase to ConvertKit from New Contact in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Contact
     
    Then do this...
    ConvertKit Create or Update Purchase
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + ConvertKit in easier way

It's easy to connect Freshsales + ConvertKit 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 Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Freshsales & ConvertKit 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 ConvertKit 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 ConvertKit.

    (2 minutes)

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

Integration of Freshsales and ConvertKit

  • Introduction:
  • Freshsales is an outbound sales and marketing automation top. It is a sales engagement and management platform that moves businesses from inbound to outbound selling.

    ConvertKit is a marketing automation platform for e-mail marketing, landing page creation and conversion tracking. ConvertKit offers a basic version that is free, but also has paid versions with additional features.

    :

    Integration of Freshsales and ConvertKit can be done via Zapier. It connects apps like Freshsales and ConvertKit automatically for you. A Zapier applet is created by the user when they integrate Freshsales and ConvertKit. The user can create their own zap as per their need and requirements.

    I have used this integration to connect Freshsales and ConvertKit. Below are some points that show the benefits of using this integration:

    • Save time on data entry:

    By using the integration, I save time on data entry as I only need to update one record in one of the systems – Freshsales or ConvertKit - and the other will be automatically updated. This saves me time on data entry and I can spend more time on other tasks. In addition to saving time, it is easier to make changes to the database if there is any need to do so because we only update the change in one system and not two.

    • Audit trail:

    As all the updates are made in one place, the audit trail is easy to fplow. It is easy to tell who made the change, when it was made and why it was made. If there is any problem with the records, we can easily find out what happened to them and how they were changed. This helps us to manage our databases better than before which used to be a real challenge earlier. Now with this integration we can easily track all the information about the records and can manage our databases accordingly.

    • Integration of Freshsales and ConvertKit ensures that we are saving time on data entry and hence we can spend more time on our core business functions which improve productivity. With this integration we also get more contrp over our databases as we know exactly when they were changed, who made them and why they were made. This makes it possible to manage the databases more effectively than before.

    :

    As you can see, integrating Freshsales and ConvertKit by using Zapier saves time on data entry, makes audits easier to manage, improves productivity and makes it possible to manage a database more effectively than before. Therefore, we recommend that you use this integration for your business.

    The process to integrate Freshsales and ConvertKit 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.