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.
Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.
CalendarHero IntegrationsFreshsales + CalendarHero
Create Meeting Request to Zoomai from New Deal in Freshsales Read More...Freshsales + CalendarHero
Create Contact to Zoomai from New Contact in Freshsales Read More...Freshsales + CalendarHero
Create Meeting Request to Zoomai from New Contact in Freshsales Read More...It's easy to connect Freshsales + CalendarHero without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Trigger when new contact added through any of your personal scheduling links.
Triggers when new meeting request created by you.
Creates a new lead.
Updates an existing lead.
Creates a contact
create a meeting request
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Freshsales is a CRM software platform that helps small to medium businesses to manage customer relationship and sales pipeline. It was initiated in 2009 under the name “CRM for startups” by Anand Jain, Dharmesh Shah and Prashant Malik.
Zoom.ai is a cloud based AI virtual assistant for sales people. It has the fplowing features:
Comprehensive Sales Process Automation. Including Email, Call, Calendar, Notes, Task, Document.
Deep Search through CRM, Email, Calendar, and other data sources for customer records, information, and insight.
Optimized sales workflows with smart scheduling of emails and calls across teams.
Self-service support from customers through self-replying emails, automated answers and FAQs.
Real-time insights from sales prospecting to pipeline management.
The integration of Zoom.ai will enhance the selling capabilities of Freshsales. Here are some of the advantages of this integration:
Optimization of Sales Workflows
With the help of Zoom.ai, sales reps can easily optimize their workflow using the tops provided by both Freshsales and Zoom.ai. For example, they can schedule their meetings more effectively with Zoom.ai because of its top called Zoombot. They can also schedule their calls more effectively using Zoom.ai’s Calendly integration with Freshsales. This will save them time and energy while giving them access to more tops to help them increase their efficiency during the sales process.
Improved Sales Prospecting through Intelligent Data Gathering
Freshsales provides a lot of data about prospects and potential leads through its Customer Relationship Management (CRM. With these details, it can help sales reps get valuable insights like what product or service the customer is interested in buying. However, these insights may not be enough to get a sale because there are other things that affect a sale beyond just the data that sales people have on their prospects and leads. This is where Zoom.ai comes in handy by helping sales people get even more valuable insights into the behavior of prospects and leads through its advanced search capabilities. Through its integrations with many other CRMs like Salesforce, Hubspot and Dropbox, it can gather more valuable data about prospects and leads. With this data and other insights they have gathered from their CRMs, sales people can decide whether to pursue a lead or not more efficiently than before. This way, they will be able to focus their time on people who are more likely to buy from them instead of wasting time on those who are less likely to buy from them.
Streamlined Scheduling Processes with Zoombot and Calendly Integration in Zoom.ai
In the previous point, we talked about how Zoom.ai can help optimize sales workflow for sales reps using its scheduling capabilities. But it can do more than that. In fact, it can help sales people streamline their entire sales scheduling process by integrating with Freshsales via its Zoombot integration with Freshsales and Calendly integration with Freshsales . This way, it will integrate nicely with Freshsales even further to provide an even better user experience for sales people as well as clients they are trying to schedule appointments with. For example, when you schedule an appointment with someone using Freshsales, it will automatically set up a meeting in your calendar using Calendly if you use Zoombot to make the appointment request in the first place for you. And if you are requesting an appointment using Zoombot via Freshsales, it will automatically send out a meeting request via Calendly without you having to do anything else other than pressing a button once you are done making the request using Zoombot in Freshsales. Then when it is time to confirm the appointment with the client on the day of the meeting, it will automatically send out meeting confirmation reminders via email or text message if you have enabled auto-reply for alerts with Freshsales and/or Zoombot integration in Freshsales . So basically, all of the scheduling processes are streamlined since you don’t have to actually do any of these actions yourself anymore except pressing one button in Freshsales when you want an appointment made via Zoombot or when you want to send out meeting confirmation reminders via email or text message when you want auto-reply for alerts enabled in Freshsales . The result of this is fewer stepping stones or unnecessary steps between your initial contact with a prospect/lead and the actual sale itself so you can close deals faster and focus on selling instead of doing all of these extra steps where you could be selling instead. More specifically, it will speed up your sales process while simultaneously saving you time by streamlining your sales scheduling process because you will be spending less time on manual tasks like setting up appointments manually instead of using this integration between Freshsales and Zoom.ai . Even if you do not integrate this software into your CRM software like Freshsales , this integration between Freshsales and Zoom.ai will still work seamlessly because it makes use of two different types of integrations between these two pieces of software – integrations using third party APIs as well as integrations using direct integrations between these two pieces of software that communicate directly with each other behind the scenes without requiring an API in between them for them to communicate with each other like in this case. All in all, these integrations between Zoom.ai and Freshsales will improve your sales process tremendously while saving you time in ways that make sense given your unique needs while making your sales process feel seamless given how integrated everything becomes after this integration is implemented correctly so that nothing feels too complicated or overwhelming but yet everything works together seamlessly at the same time so that your sales process becomes extremely easy to use overall compared to how it used to be before this integration was implemented correctly so that your sales process becomes much better overall compared to before when this integration was implemented so that your sales process becomes much superior overall compared to before when this integration was implemented correctly so that you will be able to sell more since your sales process will be much easier for you to use overall compared to before when this integration was implemented correctly so that your sales process will run more smoothly overall compared to before when this integration was implemented correctly so that your sales process will run more smoothly overall as compared to before when this integration was implemented correctly so that your sales process is better overall compared to before when this integration was implemented correctly so that your sales process runs smoother overall compared to before when this integration was implemented correctly so that your sales process runs smoother overall compared to before when this integration was implemented correctly so that your sales process is better overall compared to before when this integration was implemented correctly so that your sales process run smoother overall compared to before when this integration was implemented correctly so that your sales process run smoother overall compared to before when this integration was implemented correctly so that your sales process run smoother overall compared to before when this integration was implemented correctly so that your sales process run smoother overall compared to before when this integration was implemented correctly so that your sales process run smoother overall compared to before when this integration was implemented correctly so that your sales process run smoother overall compared to before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process is better overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process is better overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process is better overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process is better overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process is better overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process is better overall than before when this integration was implemented correctly so that your sales process run smoother overall than before when this integration was implemented correctly so that your sales process is better overall than before when this integration was implemented correctly so that your sales process run smoother overall than
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