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.
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.
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Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Creates a new lead.
Updates an existing lead.
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 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.
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.
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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