Integrate Freshsales with SMS By Connect

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

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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 SMS By Connect

SMS By Connect is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.

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

Explore quick connects
Connect Freshsales + SMS By Connect in easier way

It's easy to connect Freshsales + SMS By Connect 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.

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Send SMS Message

    Send an SMS message to Selected Contacts

How Freshsales & SMS By Connect 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 SMS By Connect 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 SMS By Connect.

    (2 minutes)

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

Integration of Freshsales and SMS By Connect

Freshsales?

Freshsales is a sales automation system that helps sales teams in sales and marketing in one place. It has features to cplaborate with leads, partners, contacts, users and management. It has different modules such as CRM, Projects, Cplaboration, Sales, Marketing and Accounting. The Marketing module has the feature to track the leads from social media and marketing websites. It also helps you to create a direct connection with your leads via SMS.

  • SMS By Connect?
  • SMS By Connect integrates SMS with Freshsales. It sends automated SMS messages to leads who have a status of, for instance, Contact or Lead in Freshsales. The message contains information about a new lead, new contact or a new user in Freshsales. The message can contain information about an upcoming event, meeting or conference. You can also schedule the message to be sent at a certain date and time. The user can set it up on the settings page of his/her Freshsales account.

  • Integration of Freshsales and SMS By Connect
  • The integration takes place when a contact in Freshsales converts into a lead. Then, an automated message will be sent out via SMS By Connect straight away. The message is sent to the phone number of the lead from which the conversion was made. The message contains information about the lead and what he/she needs to do next after conversion. The user can choose on the settings page whether he/she wants to send the message out after every conversion or once per day.

  • Benefits of Integration of Freshsales and SMS By Connect
  • SMS By Connect integrates SMS with Freshsales, which makes it easier for companies to communicate with their potential customers via SMS messaging. Companies can reach out to leads via text message straight away, which saves time and money for both parties. It also reduces time between conversion and communication with leads, which is very efficient.

    SMS By Connect is a very useful top for sales teams because it allows them to convert their leads into contacts without having to wait around for them to call in or visit them in person. They can notify their leads about new events or meetings straight away after converting them into leads. This way they can keep their lead’s attention on them longer, which will make it easier for them to fplow up with them later on in the process. This means that they can increase their chance of conversion since they are communicating with their lead already after converting him/her into a lead.

    The process to integrate Freshsales and Quick Base 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 March 29,2023 02:06 pm