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.
PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.PDF4me Integrations
Freshsales + PDF4meConvertToPdf in PDF4me when New Deal is created in Freshsales Read More...
It's easy to connect Freshsales + PDF4me 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.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
Freshsales is the most advanced CRM for Salespeople. It helps sales people to manage and be more productive with their sales. It is easy to use and it will automatically send out emails and reminders for future meetings. It also offers email automation that customized for users. Freshsales is a comprehensive spution that is specifically designed for Salespeople. With Freshsales, you can easily manage your contacts, fplow up with leads and track your performance. Freshsales makes it easier for you to track your performance and improve your sales.
PDF4me is a button that allows you to create PDF documents from any of your web pages. So, whenever someone wants to print your page, they just have to click on the PDF4me button to get a clean and clear PDF version of your page for printing.
PDF4me is the world’s easiest way to create PDF from any web page. Now with the integration of PDF4me and Freshsales, you can create PDF versions of your emails sent out via Freshsales. This way you can make sure that all your emails are clear and professional when they reach your clients. Your customers will never have to worry about printing a document again because you can provide them everything they need in PDF format right away.
In conclusion, the integration of Freshsales and PDF4me will help you to create PDF versions of all your emails that you send out via Freshsales. This way you can guarantee the best quality for all your emails.
The process to integrate Freshsales and PDF4me 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.