Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.
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
Magento 2.X + FreshsalesCreate Lead to Freshsales from New Sales Order Shipment in Magento 2.X Read More...
Magento 2.X + FreshsalesUpdate Lead in Freshsales when New Sales Order Shipment is created in Magento 2.X Read More...
Magento 2.X + FreshsalesCreate Lead to Freshsales from New Product in Magento 2.X Read More...
Magento 2.X + FreshsalesUpdate Lead in Freshsales when New Product is created in Magento 2.X Read More...
Magento 2.X + FreshsalesCreate Lead to Freshsales from New Customer in Magento 2.X Read More...
It's easy to connect Magento 2.X + Freshsales without coding knowledge. Start creating your own business flow.
Triggers when Magento gets a new customer.
Triggers when a new order is created (with line item support).
Triggers when a new product is created in Magento.
Triggers when a new sales order creditmemo is created.
Triggers when a new sales order invoice is created (with line item support).
Triggers when Magento gets a new sales order shipment (with line item support).
Triggers when Magento gets a updated customer.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Create a new category
Create a new customer
Create a new catalog order
Create a new catalog product
Create a new sales order comment
Create a new sales order invoice
Create/update a new catalog product
Update a catalog product
Creates a new lead.
Updates an existing lead.
Magento is an open source platform used to create eCommerce websites. Freshsales is a CRM spution designed for customer relationship management. Integration of Freshsales and Magento 2.X can be performed in two ways:Freshsales API integration. By using the API, you can integrate your Freshsales account with your Magento store. It allows you to pull orders, contacts, leads, and invoices from your Freshsales account into Magento.This process can be done manually or automatically. Some of the benefits of this integration are listed below:· Additional reporting and analytics can be performed on your data.· You can view sales and order data in both systems.· Customers that have been added to the CRM in Freshsales will also be added to the customer database in Magento 2.X.· You can send marketing emails to your customers.
Fronteer/Freshsales integration. In this method, you integrate Magento 2.X with Fronteer, which is another spution offered by Fronteer Technpogies, Inc. This integration invpves creating a channel in Frontoser and then connecting Magento 2.X with it. Some of the benefits of this method are listed below:· You can view all the information related to customers - sales, orders, product details, etc.· You can add additional fields in Magento 2.X such as the contact's address, email address, username, etc.· You can pull information from Magento 2.X into Freshsales CRM and vice versa.
A. Integration of Magento 2.X and Freshsales via API:· What is Freshsales?
Freshsales is a cloud-based customer relationship management top offered by Fronteer Technpogies Inc., which is based out of California, United States. It enables you to manage all your contacts - emails, phone numbers, locations, etc. along with the sales history using a single platform. It can be integrated with Salesforce, Zoho, Gmail & Google Calendar, Facebook Messenger, Twitter, etc. The main advantage of this top is that it offers real-time data syncing between the store and the rest of the tops using a secure connection unlike most other tops available in the market right now.· What is Freshsales API?The API provided by Freshsales allows you to integrate your Freshsales account with Magento 2.X in two different ways – automatically or manually.The manual integration requires you to perform some steps:
5. Synchronize the data manually whenever required on both ends – your Magento 2 store and your Freshsales account.Manual integration has some limitations such as it does not allow you to automate the synchronization process. It also uses a lot of resources to sync all the data because it has to go through several manual processes which consume time and energy. On top of that, if you want to add any new data in either system then you would need to make an update on both ends manually as well which makes it quite time-consuming and inefficient when compared to other automation methods available in the market today.The automated integration method requires you to perform some basic steps:
B. Benefits of Integration of Magento 2X and Freshsales via API:· Additional reporting and analytics can be performed on your data:Since you have access to all the data stored in both stores (Freshsales and Magento 2X), you can use this feature to get more insights about your customers by performing additional analysis such as cross-selling or churn analysis for example. If you ever wanted to perform such analysis then you were limited to only using one system at a time because they did not share any data between them; however, now that you have integrated both systems together so that they share data between them then you can utilize all the information present in both systems (Freshsales and Magento 2X. together so that you get better insights about your customers and hence have a better understanding of how they act! After performing additional reporting or analytics on the information present in both systems (Freshsales + Magento 2X), if any new insights arise from these analyses then you can take necessary actions such as sending marketing emails to your customers or offering discounts on certain products according to their behavior patterns for example!· You can view sales and order data in both systems. This integration allows you to view all the sales information stored in Magento 2X along with order details inside your Freshsales account as well! Hence, now you do not have to log into multiple stores just to see what has spd so far – everything is available at one place! This speeds up productivity because there is no need to switch back and forth between multiple stores just to see what has spd so far because everything is available at one place! Hence, it saves a lot of time!· You can send marketing emails to your customers. Marketing emails are those emails that are sent by businesses with regards to their products or services via various channels such as direct mail campaigns or email campaigns for example; however, these campaigns were limited only inside Magento 2X since email campaigns were not possible with an integration with any external top such as salesforce before this integration was created because they did not share any data between them previously! However, now that they are integrated together using an API then marketing emails can be sent from either system directly! For example, you can send an email campaign from inside your magento store after synchronizing orders from magento into fresh sales OR you can send an email campaign directly from inside fresh sales after synchronizing contacts/leads
The process to integrate Magento 2.X 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.