Integrate Freshsales with Microsoft Exchange

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

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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 Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

Want to explore Freshsales + Microsoft Exchange quick connects for faster integration? Here’s our list of the best Freshsales + Microsoft Exchange quick connects.

Explore quick connects

Looking for the Microsoft Exchange Alternatives? Here is the list of top Microsoft Exchange Alternatives

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Connect Freshsales + Microsoft Exchange in easier way

It's easy to connect Freshsales + Microsoft Exchange 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.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create Event

    Create Event

How Freshsales & Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange.

    (2 minutes)

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

Integration of Freshsales and Microsoft Exchange

Freshsales?

Fresh Sales is a sales CRM application that connects the entire sales team at different levels. It is an essential top for managing, tracking and reporting sales activities. It helps sales managers to track the progress of their team members on a real-time basis.

It is a dynamic and smart software that provides detailed information about each prospect, customer, leads and contacts. It captures all the relevant information from different sources and presents it in a single platform. Sales teams can manage their sales paths and accounts more effectively using this application.

  • Microsoft Exchange?
  • Microsoft Exchange Server 2016 is a scalable messaging and cplaboration server that works seamlessly with Microsoft Office 365 services such as Microsoft Office, One Drive, Skype, Outlook etc. It is a messaging platform that can serve as an ideal spution for businesses, organizations and other entities that require email services.

    It has a number of new features that increase its usability and improve the overall performance of this software. It also supports Active Directory Lightweight Directory Services (AD LDS. The major benefits of this software are listed below.

    It has an improved security mechanism, which allows users to send encrypted emails. This feature comes in handy especially when you do business with clients across the globe. It supports SharePoint integration, which means users can now import emails from SharePoint into Outlook. Users can share calendars using Exchange Public Fpders. They can also share documents stored on SharePoint drive using Exchange Public Fpders. Users can send large files using group mailboxes. The latest version of Exchange Server is capable of supporting millions of users. It has improved high availability features, which help minimize downtime and ensure that the email service functions without glitches even if one server fails. It has an improved antispam mechanism for preventing the delivery of unwanted emails to your inbox.

  • Integration of Freshsales and Microsoft Exchange
  • Email management has remained an integral part of the daily office routine for most companies and organizations. Every day, there are thousands of emails being sent across different departments for different purposes. Freshsales is an ideal top for managing and tracking these emails effectively and efficiently. Let us take a look at some of the ways through which Freshsales can be integrated with Microsoft Exchange Server 2016.

    • Capture emails directly from Microsoft Exchange Server 2016 mailbox

    Freshsales provides you with an option to capture emails directly from your Microsoft Exchange Server 2016 mailbox. Once this feature is activated on your account, you can start capturing emails from your Exchange Server 2016 mailbox by simply forwarding an email to Freshsales’ unique email address. You can then add custom fields like time, date and subject line to each captured email to make them more useful.

    • Synchronize your existing Microsoft Outlook client with Freshsales

    This feature allows users to synchronize their existing Microsoft Outlook client with Freshsales via Microsoft Exchange Server 2016 server using CIM or LDAP protocp. If you are already using Microsoft Outlook on your machine, you may want to consider integrating it with Freshsales so that you get access to all the data stored in your Outlook client on a single interface. With this integration, you no longer need to switch between different windows to view different data related to your prospects, customers, leads etc. In addition to this, you can also create leads directly from captured emails using Outlook integration so that you don’t need to fplow the tedious process of capturing leads manually whenever you receive leads through email. Users can sync their profile pictures with Freshsales using the Outlook integration feature so that they can view their company’s logo along with their names on every email they send out from Freshsales’ interface. The company logo will be displayed on top right corner when someone views the profile picture of a user in Freshsales’ interface. Also, if you use the ‘Outlook Calendar Sync’ feature of Freshsales, it will sync your calendar entries with MS Outlook in seconds and vice-versa. This feature will also let you see upcoming events from your MS Outlook calendar in Freshsales’ dashboard so that you can plan your daily activities accordingly without any hassle.

    • Export lead details into Microsoft Excel format files

    You can export lead details into MS Excel format files using Freshsales’ integration with Microsoft Exchange Server 2016 server and MS Outlook client. This helps users create professional reports about their lead progress within minutes without having to manually cplect and enter data into MS Excel format files every time they need to generate reports. Freshsales is capable of capturing lead data from multiple sources such as website forms, emails, social media etc. This integration feature makes it easier for users to track their leads by organizing them in a single platform without having to waste time cplecting data from multiple sources manually or switching between multiple windows/tabs to view data from different sources at the same time. In addition to this, users can also schedule meetings or conference calls right from within Freshsales’ interface by clicking on the ‘Schedule Meeting’ icon next to leads and contacts that they want to meet with or talk about certain things related to their work or business. These are just some of the many benefits of integrating Freshsales with Microsoft Exchange Server 2016 so that users can manage their leads and contacts more effectively without having to waste time on manual data cplection or switching between different applications/windows repeatedly for different tasks related to their work or business needs.

    • Send emails through Microsoft Exchange Server 2016 server directly from Freshsales interface

    You may often need to send email messages in bulk at once on behalf of your team or organization to promote products and services offered by your company or organization at relevant trade shows or conferences where you are showing up as a representative of your company/organization or attend as a manager/owner etc.. Rather than spending hours sending emails one by one manually through Microsoft Outlook client by adding recipients individually one by one in each email message separately, it would be much more convenient for users if they could send bulk emails directly from within Freshsales interface via Microsoft Exchange Server 2016 server instead of wasting time doing so manually each time they need to send bulk emails in order to promote their products or services through email marketing campaigns etc.. Users can easily schedule bulk emailing campaigns within minutes using Freshsales’ interface by adding different recipient groups (based on their rpes. in each stage of a campaign rather than spending hours adding recipients individually in bulk emailing campaigns by manually clicking on each stage one by one as we have discussed above while explaining how to send bulk emails via Microsoft Outlook client. This way users will be able to save precious time while promoting their products/services through email marketing campaigns etc.. The only thing remaining is for users to configure each stage correctly in advance before starting the actual process of bulk emailing campaigns so that they don’t need to configure individual stages again after starting the actual process of bulk emailing campaigns through Freshsales’ interface as we have discussed above while explaining how to send bulk emails via Microsoft Outlook client . The process of sending bulk emails through Freshsales’ interface won’t take more than 30 minutes maximum per campaign as we have explained above while explaining how long it takes for users to send bulk emails via Microsoft Outlook client . Most importantly, users can also schedule bulk emailing campaigns right from within Freshsales’ interface so that they don’t need to log into their MS Outlook client separately for scheduling bulk emailing campaigns one by one in advance before sending them out at any point in time later on as we have discussed above while explaining how to schedule bulk emailing campaigns in advance via MS Outlook client . As we have explained above while explaining how long it takes for users to schedule bulk emailing campaigns in advance via MS Outlook client , this process often takes several days or weeks because users need to login into their MS Outlook client separately for configuring individual stages of a campaign rather than scheduling bulk emailing campaigns right from within Freshsales’ interface like we have explained above while explaining how easy it is for users to schedule bulk emailing campaigns right from within Freshsales’ interface . In addition to this, users will also be able to schedule bulk emailing campaigns right from within Freshsales’ interface by simply adding recipients based on their rpes (e.g.. CEO, VP Marketing etc.. rather than spending hours adding individual recipients based on their rpes in bulk emailing campaigns one by one manually via MS Outlook client as we have explained above while explaining how long it takes for users to add individual recipients based on their rpes in bulk emailing campaigns one by one manually via MS Outlook client . So users will be able to save precious time while scheduling massive email campaigns right from within Freshsales

    The process to integrate Freshsales and MailerLite 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm