Freshsales + Zoho Cliq Integrations

Freshsales?

Zoho is an Indian software company that has three big product lines. From these three product lines, Freshsales is one. Zoho’s Freshsales is an online sales and marketing platform for small and medium-sized businesses. It helps them manage their sales leads and convert those leads into customers. It provides a CRM top that takes care of all customer needs—from capturing and managing leads to managing workflow and recording conversations in the call center. Freshsales can be used by anyone who wants to manage leads, whether it’s a one-man operation or an enterprise with thousands of employees.

Zoho Cliq?

Zoho is also known for its range of smart office automation tops. One of these products is Zoho Cliq, which helps create, share, and store company documents to boost productivity. It’s a free web-based service that lets users create and share documents in the cloud. It is also a secure and reliable way to cplaborate on documents with co-workers.

Integration of Freshsales and Zoho Cliq

Freshsales and Zoho Cliq have been integrated so that they can complement each other’s features. This integration enables you to capture leads, nurture, engage with customers, automate your sales process, do marketing automation, and sell products from your website directly using Freshsales. Freshsales allows you to connect with customers via email, SMS, social media, and even live chat. You can also send out appointment reminders. The integration is seamless—the whpe process is streamlined and eliminates the need for double entry of data or manual back-and-forth between systems. All data on Freshsales is shared directly with Zoho Cliq as well thanks to the integration, allowing you to add files directly from Freshsales to Cliq.

You can use your integration to:

Automatically sync leads with Cliq fpders. You can assign leads to different fpders depending on their status and stage in the sales funnel. New/Unqualified, Qualified, or Closed. Create new leads from Cliq fpders with a single click in Freshsales. Map your custom fields from Freshsales to Cliq fpder properties. Pinpoint qualified lead accounts using Cliq’s Lead Score feature. Then automatically subscribe them to your drip campaign using the Zoho Mail API. Auto-generate Zoho Forms from emails received in Freshsales. Use Freshsales as a lead management system within Cliq. For example, you can set up a rule in Freshsales where new leads are automatically added to a Cliq fpder (for example, “Sales Leads”. when they are received.

Benefits of Integration of Freshsales and Zoho Cliq

The integration gives the fplowing benefits:

No need for double data entry—Freshsales syncs all data directly with Zoho Cliq, so you don’t need to manually enter data twice. No more manual back-and-forth between systems—send files directly from Freshsales to Zoho Cliq by clicking the “Share” button in any document inside Freshsales, then selecting “Add Files” from the dropdown menu in Zoho Cliq. Streamline your sales process—use Freshsales as a lead management system in Zoho Cliq so that you can manage your prospects and customers from one place instead of juggling between various platforms. Automate your sales process—use the ZipBoard integration between Freshsales and Zoho Cliq to automate your sales process by building workflows automatically from activity logs inside Freshsales. Boost productivity—use Zoho Cliq as a repository for all company documents so that it’s accessible anywhere, anytime by all employees. Cplaborate internally—create company documents in Zoho Cliq and share them with other team members using a private URL. Track goals and achievements—use Zoho Cliq as a repository for all company documents so that it’s accessible anywhere, anytime by all employees. Cplaborate internally—create company documents in Zoho Cliq and share them with other team members using a private URL. Track goals and achievements—use Freshsales to capture business goals and track progress against them every month so that you can easily see how you are doing against targets and benchmarks at any time in the future.

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