Integrate Freshsales with Textline

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

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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 Textline

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

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

Explore quick connects
Connect Freshsales + Textline in easier way

It's easy to connect Freshsales + Textline 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 Contact Message

    Triggers when a new contact message is created.

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

How Freshsales & Textline 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 Textline 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 Textline.

    (2 minutes)

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

Integration of Freshsales and Textline

Freshsales

It is a sales improvement software that helps salespeople in their everyday activities. It helps them do their job with fewer resources, be more effective at their work and make the best use of their time. The app has come out as a result of cplaboration between Freshworks and Textline.

  • Why should you use it
  • The app is easy to use and has a simple interface. It offers you a complete view of what’s going on with each of your leads and contacts. You can see all your communications with them, get a status update on the conversation, and respond to questions right away.

  • How does it help you
  • You can schedule meetings with clients using this app. This helps you track all your meetings and ensures that you never miss any of them. It also lets you know when you are supposed to have a meeting and if you have scheduled more than one in a day. You can also use the app to create tasks for yourself or teammates. In addition to that, you can add notes to each of your tasks and see the progress (or lack thereof!. made by your teammates towards completing those tasks.

    Integration of Freshsales and Textline

    Both Freshsales and Textline are quite useful on their own. However, when used together, they offer even more features and benefits. With integration between the two apps, sales teams can use both apps simultaneously. For example, they can create tasks in the app without having to switch to another one. They can also set reminders for specific tasks and track which task has been completed by which sales rep. In addition to that, there is an option to create a task from an email. This makes it easier for sales managers to assign tasks to their team members and for sales reps to do so themselves.

    Benefits of Integration of Freshsales and Textline

    Freshsales is available for free for one user or for $50 per month for unlimited users. It offers a lot of value for its price. It ensures that your sales team is given maximum support throughout their day so that they can focus on doing their work more efficiently instead of worrying about small details like scheduling meetings or tracking small tasks. In addition to that, it allows you to stay organized by allowing you to create tasks easily, assign them to specific people in your team and see who has completed them and when. Freshsales also offers features like Google Calendar integration, which helps you keep track of upcoming meetings and appointments with clients. This helps you plan ahead and keep your schedule organized and error-free.

    Freshsales has received rave reviews and has been appreciated by many users, including myself. I highly recommend using this software if you find yourself in need of some assistance in keeping track of your sales leads, creating tasks for yourself or your team and staying organized in general. The free version is good enough for most businesses, but if you need something more advanced, there is a paid version that comes with more features.

    The process to integrate Freshsales and Textline 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