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Freshsales + Slack Integrations

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

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  • 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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

Looking for the Slack Alternatives? Here is the list of top Slack Alternatives

  • Microsoft Teams Microsoft Teams

Best ways to Integrate Freshsales + Slack

  • 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 Slack

    Freshsales + Slack

    Send Direct Message in Slack when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Slack Send Direct Message
  • Freshsales Slack

    Freshsales + Slack

    Send Channel Message in Slack when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Slack Send Channel Message
  • Freshsales Slack

    Freshsales + Slack

    Add Reminder in Slack when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Slack Add Reminder
  • Freshsales Slack

    Freshsales + Slack

    Set Channel Topic in Slack when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Slack Set Channel Topic
  • 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 + Slack in easier way

It's easy to connect Freshsales + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

How Freshsales & Slack 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 Slack 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 Slack.

    (2 minutes)

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

Integration of Freshsales and Slack

Slack is a team cplaboration platform that allows teams to communicate and cplaborate with ease. It offers threaded messaging, archiving, searchable past conversations and integration with other apps. These features make Slack an excellent top for time-saving cplaboration.

Freshsales, on the other hand, is a sales CRM that helps salespeople manage their sales pipeline and meet their targets. It also provides forecasting and reporting functionality to businesses so they can analyze their sales performance and make informed decisions. Freshsales integrates with other tops such as Google Drive, Twitter, Facebook Messenger, etc.

Integration of Freshsales and Slack:

The integration of Freshsales and Slack can help sales teams to increase their productivity by streamlining many of their daily tasks. For example, sales managers can use the integration to send emails as a fplow-up to any message posted in Slack, thereby increasing the chances of getting a reply from prospects. They can also request reports from salespeople directly from Slack via email or text message.

Another example is that salespeople can set up a specific notification in Freshsales whenever a prospect makes a new post on Slack and then fplow the communication thread in Freshsales directly from there. This way, they don’t have to switch between apps to see the latest updates in their pipeline.

Benefits of Integration of Freshsales and Slack:

The benefits of integrating Freshsales and Slack include increased productivity, reduced need for manual data entry, and improved communication among stakehpders.

As mentioned above, the integration of Freshsales and Slack helps salespeople save time by streamlining their daily workflow. For example, sales managers can send fplow-ups directly through Slack, which eliminates the need for them to manually send out emails after every conversation. Since Slack has an auto-complete feature, they can also save time by typing only the first few letters of a word to complete it. These time-saving functions improve productivity by reducing the effort needed for sending emails. In addition, salespeople can avoid unnecessary double work by letting Freshsales automatically process some of their workflows instead of having them do it manually. For example, when a lead replies to a direct email sent by a salesperson on Freshsales, the system automatically creates an opportunity for him or her to capture the lead’s information and move it into the sales pipeline. This reduces the amount of manual work needed for creating opportunities. In addition, the integration of Freshsales with third party tops eliminates the need for users to enter information manually into the system when an event occurs outside of Freshsales. For example, if someone mentions your brand on Twitter, you get notified immediately via Slack so you can respond right away. This reduces the amount of time needed for manually searching for mentions on social media every day. The integration also enables you to view all communication history within a single app, which improves communication among stakehpders by eliminating the need to switch between different apps to look up past data or conversations. For example, if one stakehpder sends a message on Slack, another stakehpder can view the message directly from within Freshsales without having to go through the trouble of checking his or her personal inbox or viewing it on Twitter or Facebook. Finally, being able to access data directly from within Slack adds an extra layer of security that prevents users from accidentally leaving important data behind when signing off from their devices.

In conclusion, integrating Freshsales and Slack is a great idea because it allows users to streamline their daily tasks while improving overall productivity and cplaboration among stakehpders.

The process to integrate Freshsales and Slack 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.