Integrate Freshsales with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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

Explore quick connects

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Connect Freshsales + SharePoint in easier way

It's easy to connect Freshsales + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Freshsales & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Freshsales and 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.

The process to integrate Freshsales and SharePoint 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 February 01,2023 11:04 am