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.
Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.
Filter By Connect IntegrationsFreshsales + Filter By Connect
Only continue if in Filter By Connect when New Deal is created in Freshsales Read More...Freshsales + Filter By Connect
Only continue if in Filter By Connect when New Contact is created in Freshsales Read More...Freshsales + Filter By Connect
Only continue if in Filter By Connect when New Lead is created in Freshsales Read More...Freshsales + Slack
Send message in Slack when a new lead is created in Freshsales Read More...Freshsales + Gmail
Welcome new Freshsales customers with personalized emails from Gmail Read More...It's easy to connect Freshsales + Filter By Connect 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.
Creates a new lead.
Updates an existing lead.
Set up rules to specify when this Connect can continue running
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
The integration of Freshsales and Filter By Connect is very simple and easy. They are easily integrated because both are using the same API’s. The integration process takes place by fplowing these 3 steps-
Step 1. Create an Account on FBC
Step 2. Connect your FBC Account to your Freshsales account.
Step 3. Create a trigger in Freshsales and start converting the leads into sales.
It automatically sends out emails to your leads just based on their activity on your site or their engagement with various activities on your site. Also, it triggers email sequences just based on your lead’s behavior. This helps you to make timely fplow-ups with the leads.
This top helps to automate the entire sales process starting from lead generation to lead nurturing to sales conversion. This top helps you in building customized sales processes. It also helps to improve the customer experience and drives sales conversions. You can achieve this by creating custom workflows based on certain triggers.
This top lets you track each and every lead that comes through your site in real-time. You can also view how many times a particular person visited your site, what was he/she interested in? It gives you all the information about each lead that you can use for your sales team to close the deals faster. It also allows you to know about the most popular content on your website so that you can improve your content strategy further.
The integration of Freshsales and Filter By Connect helps you in automating several processes that could otherwise take much more time and resources to complete manually. This integration is important as it gives your business a competitive edge.
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