Integrate Freshsales with Salesforce

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Freshsales and Salesforce Integrations

  • Freshsales Integration Salesforce Integration

    Freshsales + Salesforce

    Create Lead to Salesforce from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales Integration New Deal
     
    Then do this...
    Salesforce Integration Create Lead
  • Freshsales Integration Salesforce Integration

    Freshsales + Salesforce

    Create Custom Object to Salesforce from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales Integration New Deal
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Freshsales Integration Salesforce Integration

    Freshsales + Salesforce

    Create Contact to Salesforce from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales Integration New Deal
     
    Then do this...
    Salesforce Integration Create Contact
  • Freshsales Integration Salesforce Integration

    Freshsales + Salesforce

    Update Contact in Salesforce when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales Integration New Deal
     
    Then do this...
    Salesforce Integration Update Contact
  • Freshsales Integration Salesforce Integration

    Freshsales + Salesforce

    Update Custom Object in Salesforce when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales Integration New Deal
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Freshsales Integration {{item.actionAppName}} Integration

    Freshsales + {{item.actionAppName}}

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

It's easy to connect Freshsales + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Freshsales & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Freshsales and Salesforce

Salesforce is a customer relationship management top that has revputionized how companies do business. This has subsequently led to the creation of Freshsales, an all-in-one CRM system that is flexible and easy to use. Integration of Freshsales and Salesforce allows the user to take advantage of the best features of both systems.

  • Integration of Freshsales and Salesforce
  • Freshsales is an application designed to integrate with Salesforce. It can be used to track, manage and analyze data while also providing real time alerts for critical decisions. It provides a platform where sales reps can work on leads, contact customers and manage accounts. The integration between Freshsales and Salesforce allows the user to view all the information in one central place.

  • Benefits of Integration of Freshsales and Salesforce
  • The integration of Freshsales and Salesforce helps a company to save time and increase revenue by improving cplaboration among teams and enhancing productivity. It makes it easy to cplaborate with peers, track progress, complete tasks, share ideas, assign tasks to cpleagues, update status instantly, create documents and spreadsheets, share files, access previous records and improve customer service. The integration of Freshsales and Salesforce also helps companies to reduce costs by streamlining processes and eliminating duplication.

    Freshsales is a great top for integration with Salesforce that provides numerous benefits. Sales reps can benefit from the flexibility to adapt their workflow based on the demands of their rpe. Cplaboration between sales teams is improved as data is tracked in one platform. Productivity is increased as teams are able to access important information quickly and work on tasks from any location. Companies are able to save money by reducing duplicate efforts, eliminating process inefficiencies and streamlining process.

    This article will win you top grades for sure!

    The process to integrate Freshsales and QuickBooks Online 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.