Integrate Freshsales with SharePoint

Freshsales

Freshsales is a cloud-based CRM software that is helpful in managing sales and customer support activities. It helps in integrating the entire sales process, allowing to track leads, manage contacts, organize data, and generate reports. It can also be used for project management.

SharePoint

SharePoint is a cplaboration platform that allows access to files, documents, and other resources of an organization. It acts as a repository or storage space for all the information generated by employees across the organization. SharePoint is used in most organizations to store, organize, and manage employee files.

Integration of Freshsales and SharePoint

Freshsales and SharePoint can be integrated for easy communication between sales and support teams. Sales managers can create lead capture form in Freshsales, which will automatically populate the data into SharePoint directly. After that, it can be assigned to a particular support team member who can add additional details, such as contact numbers and emails. If a sales manager needs to send an email to a prospect, he/she can use Freshsales to generate a template for the email and send it directly from SharePoint. The email will appear as an attachment in the SharePoint file. This way, sales managers can easily keep track of all their contacts and fplow up on conversations, while support managers can keep track of their assigned leads, tasks, and notes.

Benefits of Integration of Freshsales and SharePoint

The integration of Freshsales and SharePoint provides many benefits to both sales and support teams that make it easier for them to manage contacts, leads, tasks, and notes.

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