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Freshsales + Pendo Integrations

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

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  • No Credit Card
  • Lightning Fast Setup
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 Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best ways to Integrate Freshsales + Pendo

  • Freshsales Freshsales

    Pendo + Freshsales

    Create Lead to Freshsales from New Visitor in Pendo Read More...
    Close
    When this happens...
    Freshsales New Visitor
     
    Then do this...
    Freshsales Create Lead
  • Freshsales Freshsales

    Pendo + Freshsales

    Update Lead in Freshsales when New Visitor is created in Pendo Read More...
    Close
    When this happens...
    Freshsales New Visitor
     
    Then do this...
    Freshsales Update Lead
  • Freshsales Freshsales

    Pendo + Freshsales

    Create Lead to Freshsales from New Visitor From Report in Pendo Read More...
    Close
    When this happens...
    Freshsales New Visitor From Report
     
    Then do this...
    Freshsales Create Lead
  • Freshsales Freshsales

    Pendo + Freshsales

    Update Lead in Freshsales when New Visitor From Report is created in Pendo Read More...
    Close
    When this happens...
    Freshsales New Visitor From Report
     
    Then do this...
    Freshsales Update Lead
  • Freshsales Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + Pendo in easier way

It's easy to connect Freshsales + Pendo 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.

  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Freshsales & Pendo 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 Pendo 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 Pendo.

    (2 minutes)

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

Integration of Freshsales and Pendo

Freshsales is a cloud based customer relationship management software whereas Pendo is a marketing automation top. They both have great set of tops to make businesses successful in their respective fields. Integration of these two platforms helps in effective communication between the sales team and marketing team. This integration allows simultaneous access to all information, thus making the life of sales team easy. The performance of sales team can also be improved by integrating Freshsales and Pendo. It helps in understanding the user behaviour and consequently helps in identification of areas where improvement is required. It also helps in analysing which customers need help the most and as a result it makes the sales team more productive. It integrates the CRM with the marketing tops and thus saves time and money for the company.

Integration of Freshsales and Pendo allows both the teams to work on the same platform thus eliminating the need to go from one platform to another for various tasks. There is no longer a need for the sales representative to waste time going back and forth between platforms to get information on new leads, opportunities, accounts etc. This integration also allows them to save time by taking advantage of automation that works on both platforms. For instance, if there is an open opportunity on a deal, the sales representative will automatically receive a notification on his/her phone or computer screen. Thus, they need not log into both the platforms separately to check if there is an open opportunity. It enables full visibility on all interactions and helps in keeping a track of all tasks that need to be accomplished. It also integrates the call history between Freshsales and Pendo so that users can listen to all calls whether they were made using Freshsales or Pendo. It also provides an interface between the two software so that data can be exported directly from one top to another without any difficulty.

Integration of Freshsales and Pendo helps in achieving greater performance by providing better visibility. Sales representatives are able to stay organized and accomplish more tasks in lesser time. It also helps in identifying which customers are important. Sales representatives are able to measure their performance with respect to each individual customer based on the number of activities performed for each customer. It ensures smooth flow of data between both the platforms eliminating duplication of efforts or missing out on important information.

The process to integrate Freshsales and OneNote 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.