Freshsales + Customerly Integrations
Appy Pie Connect allows you to automate multiple workflows between Freshsales and Customerly
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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 Customerly
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 IntegrationsBest ways to Integrate Freshsales + Customerly
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Freshsales + Customerly
Create or Update Lead to Customerly from New Deal in Freshsales Read More...When this happens...
New Deal
Then do this...
Create or Update Lead
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Freshsales + Customerly
Create or Update User to Customerly from New Deal in Freshsales Read More...When this happens...
New Deal
Then do this...
Create or Update User
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Freshsales + Customerly
Add User Tag in Customerly when New Deal is created in Freshsales Read More...When this happens...
New Deal
Then do this...
Add User Tag
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Freshsales + Customerly
Create or Update Lead to Customerly from New Contact in Freshsales Read More...When this happens...
New Contact
Then do this...
Create or Update Lead
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Freshsales + Customerly
Create or Update User to Customerly from New Contact in Freshsales Read More...When this happens...
New Contact
Then do this...
Create or Update User
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Freshsales + Customerly without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
How Freshsales & Customerly Integrations Work
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Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Customerly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Freshsales to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Freshsales and Customerly
Freshsales?
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:
- Track your leads’ activity
With the integration of Freshsales and Customerly, users can now track their leads’ activity across both platforms simultaneously.
- Stay in sync with your contacts’ information
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.
- Manage your tasks from both platforms
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.
- Create custom fields to upload any type of document in Freshsales & Customerly
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.
- View task notes in one place
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.
- Notify your team about deals and leads in real time
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.
