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.
Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.Magento 2.X Integrations
Freshsales + Magento 2.XCreate Sales Order Comment to Magento 2.X from New Deal in Freshsales Read More...
Freshsales + Magento 2.XCreate Sales Order Invoice to Magento 2.X from New Deal in Freshsales Read More...
Freshsales + Magento 2.XCreate Category to Magento 2.X from New Deal in Freshsales Read More...
Freshsales + Magento 2.XCreate Customer to Magento 2.X from New Deal in Freshsales Read More...
Freshsales + Magento 2.XCreate Product to Magento 2.X from New Deal in Freshsales Read More...
It's easy to connect Freshsales + Magento 2.X 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 Magento gets a new customer.
Triggers when a new order is created (with line item support).
Triggers when a new product is created in Magento.
Triggers when a new sales order creditmemo is created.
Triggers when a new sales order invoice is created (with line item support).
Triggers when Magento gets a new sales order shipment (with line item support).
Triggers when Magento gets a updated customer.
Creates a new lead.
Updates an existing lead.
Create a new category
Create a new customer
Create a new catalog product
Create a new sales order comment
Create a new sales order invoice
Update a catalog product
Magento 2.X is an ecommerce platform that is known for its flexibility and amazing features. However, most of the Magento 2.X users are facing problems integrating their sales spution with Magento 2.X.
Freshsales is a sales automation software that is widely used in the sales industry. It has everything that a salesperson needs – CRM, contact manager, email marketing, etc. Freshsales is capable of being integrated with any online store.
There are two ways to integrate Freshsales and Magento 2.X. One is by using the Freshsales app and another one is by connecting them through APIs. Both the methods are easy and convenient to use.
In order to make use of this integration method, you will need to go to your Magento admin panel and install the Freshsales app from the marketplace. Once the app is installed, you will be able to see it under the ‘apps’ section in the backend. Just add a new Freshsales app and then enter your Freshsales login details as well as API credentials. After the integration is complete, you or your team members can access the data stored on both panels by logging into the Freshsales app.
This method allows you to create an API key for your Sales Cloud account that will automatically integrate all the data into your Magento 2.X store. However, if you do not have a Sales Cloud account, then you can simply fplow the steps mentioned below:
On the Admin Panel of your Sales Cloud account, navigate to “Settings” > “Integration & API” > Create New API Key. Provide a name for the key and click on “Create API Key” button.
Now, provide the information about your website and then get back to the previous page. Here, you should select “Enable API” under “API Keys”. The next step is to provide the website URL as well as IP address of your website and then click on “Save Settings” button.
After saving the settings, you need to go to your Magento admin panel and open the “System” menu. Then, go to “Web Services” and click on “Enable Web Services Integration” button. On the fplowing page, select “Salesforce Web Services” option and then provide your API key (the one that you generated in step #3. Finally, click on “Save Configuration” button. That’s it! You have successfully integrated Freshsales with Magento 2.X. The next time when any changes take place in Magento 2.X admin panel, they will also reflect in your Freshsales account automatically!
You have learned how to integrate Freshsales and Magento 2.X using two different methods. Your customers will now be able to see their sales data directly on their website instead of visiting Freshsales separately!
The process to integrate Freshsales and Konnect Insights 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.