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Keap + Freshsales Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

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.

Freshsales Integrations
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Best ways to Integrate Keap + Freshsales

  • Keap Freshsales

    Keap + Freshsales

    Create Lead to Freshsales from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Freshsales Create Lead
  • Keap Freshsales

    Keap + Freshsales

    Update Lead in Freshsales when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Freshsales Update Lead
  • Keap Freshsales

    Keap + Freshsales

    Create Lead to Freshsales from New Contact in Keap Read More...
    Close
    When this happens...
    Keap New Contact
     
    Then do this...
    Freshsales Create Lead
  • Keap Freshsales

    Keap + Freshsales

    Update Lead in Freshsales when New Contact is created in Keap Read More...
    Close
    When this happens...
    Keap New Contact
     
    Then do this...
    Freshsales Update Lead
  • Keap Freshsales

    Keap + Freshsales

    Create Lead to Freshsales from New Appointment in Keap Read More...
    Close
    When this happens...
    Keap New Appointment
     
    Then do this...
    Freshsales Create Lead
  • Keap {{item.actionAppName}}

    Keap + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Keap + Freshsales in easier way

It's easy to connect Keap + Freshsales without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • 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 Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Keap & Freshsales Integrations Work

  1. Step 1: Choose Keap 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 Freshsales 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 Keap to Freshsales.

    (2 minutes)

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

Integration of Keap and Freshsales

Keap and Freshsales:

Keap. It is a CRM top that allows you to manage your customer accounts and interactions with them. It is available as a cloud-based service, and it is compatible with all sorts of devices such as laptops, smartphones, and tablets.

Freshsales. It is an automation software that comes handy for salespeople and helps them to close more deals. Freshsales has multiple integrations with other business tops such as Salesforce, Zendesk, Quickbooks, etc.

Integration of Keap and Freshsales:

Sales and marketing teams work together to accelerate the sales process. The integration of Keap and Freshsales is a great way to achieve the same. Let us understand how it works:

The Sales team can create a lead in Keap and assign it to a specific salesperson. The salesperson can then create a task in Freshsales to fplow up on the lead. This helps the salespeople to stay organized and close more deals. There are multiple benefits of integrating Keap and Freshsales:

The Salespeople can connect with their prospects from Keap, and they can schedule a time to contact them from Freshsales easily.

Freshsales helps the salespeople to organize conversations with their prospects based on the priority of each prospect/lead. They can focus on the tasks that are most likely going to convert into a sale.

The salespeople can track top tasks from their dashboard in Freshsales. It helps them to keep track of important activities and deliver results.

Recurring tasks can also be created for the salespeople from the dashboard in Freshsales. For instance, if there are three or four prospects that need to be fplowed up regularly, then those recurring tasks can be created from a single dashboard in Freshsales instead of logging into Keap repeatedly. It saves a lot of time and effort for the salespeople.

Lastly, the salespeople can share their tasks with the rest of the sales team so that everyone is working towards achieving a common goal.

Benefits of Integration of Keap and Freshsales:

The process to integrate Keap and Freshsales 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.