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.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.Customerly Integrations
Freshsales + CustomerlyCreate or Update Lead to Customerly from New Deal in Freshsales Read More...
Freshsales + CustomerlyCreate or Update User to Customerly from New Deal in Freshsales Read More...
Freshsales + CustomerlyAdd User Tag in Customerly when New Deal is created in Freshsales Read More...
Freshsales + CustomerlyCreate or Update Lead to Customerly from New Contact in Freshsales Read More...
Freshsales + CustomerlyCreate or Update User to Customerly from New Contact in Freshsales Read More...
It's easy to connect Freshsales + Customerly 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 lead is created.
Triggers when a new user is created.
Creates a new lead.
Updates an existing lead.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Freshsales is a Customer Relationship Management Software (CRM. which is used by sales and marketing professionals to automate their sales and marketing activities. It has been designed for small and mid-level businesses that are looking for ways to increase their sales revenue. With Freshsales, users can manage their contacts, leads, deals, emails, tasks, notes, invoices, custom fields and much more in a single data centre. It is also integrated with accounting software such as Quickbooks, Freshbooks & Xero. With Freshsales, users can have real-time access to all the data stored on it.
Customerly is a Sales Enablement Platform that provides companies with the tops to track their leads, nurture them and convert them into customers. The platform offers a complete sales management spution that helps users plan, execute and report on their sales activities. It comes with features such as email tracking, email automation, lead scoring, sales reporting and more.
Freshsales has partnered with Customerly to integrate their two products. This integration will allow users to manage their leads and contacts in one central location and helps them track their deals and notifications from both the platforms in real time.
Benefits of Integration of Freshsales and Customerly:
With the integration of Freshsales and Customerly, users can now track their leads’ activity across both platforms simultaneously.
Users can see all the details of a contact who is registered in both the platforms and update it accordingly. With this feature, users avoid double entries of information that may lead to confusions about the contact’s identity or status.
Users can view and create task from both the platforms and these tasks can be synced across both the platforms automatically or manually. This feature helps users keep track of all their activities related to specific contacts or deals.
Users can add custom fields in Freshsales & Customerly to store any type of document or file that they want to share with their contacts or leads. No need to worry about sending links via email as users can directly upload files when creating a task or a note in either platform.
Users can see the task notes created in either platform in one place. They don’t have to search for notes across both platforms anymore. This helps them keep track of all the information about each deal or lead they are working on.
Users can send notifications about a deal or lead from either Freshsales or Customerly to their team members simultaneously so that everyone is updated about what is going on in the business at any given point of time. This helps them assign tasks quickly without having to search for the right member of the team.
The process to integrate Freshsales and Customerly 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.