Integrate Magento 2.X with Freshsales

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and Freshsales

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About Magento 2.X

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.

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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Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

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Best Magento 2.X and Freshsales Integrations

  • Magento 2.X Integration Freshsales Integration

    Magento 2.X + Freshsales

    Create Lead to Freshsales from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Freshsales Integration Create Lead
  • Magento 2.X Integration Freshsales Integration

    Magento 2.X + Freshsales

    Update Lead in Freshsales when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Freshsales Integration Update Lead
  • Magento 2.X Integration Freshsales Integration

    Magento 2.X + Freshsales

    Create Lead to Freshsales from New Product in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Product
     
    Then do this...
    Freshsales Integration Create Lead
  • Magento 2.X Integration Freshsales Integration

    Magento 2.X + Freshsales

    Update Lead in Freshsales when New Product is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Product
     
    Then do this...
    Freshsales Integration Update Lead
  • Magento 2.X Integration Freshsales Integration

    Magento 2.X + Freshsales

    Create Lead to Freshsales from New Customer in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Customer
     
    Then do this...
    Freshsales Integration Create Lead
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + Freshsales in easier way

It's easy to connect Magento 2.X + Freshsales without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • 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 Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Magento 2.X & Freshsales Integrations Work

  1. Step 1: Choose Magento 2.X 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 Magento 2.X to Freshsales.

    (2 minutes)

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

Integration of Magento 2.X and Freshsales

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:

  • Create account connectors in both the stores – i.e., create a connection between your Magento 2 store and your Freshsales account (after signing up for Freshsales.
  • Configure both connectors (in this case both are from different organizations.
  • Link the connectors together so that they start sharing data and sync it regularly.
  • Make sure that both connectors are connected with each other before starting synchronization or else it will not work.

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:

  • Generate an API token for yourself in your Freshsales account by logging into your account and going through the settings options provided there. Then click on API on the left panel in your dashboard and then click on 'Generate Access Token'. Once you have generated an access token then move on to Step 2 below.
  • Navigate to your Magento admin panel (that is open at http://magento-hostname/admin/. and click on Store > System > Manage Connections > Add New Connection > Salesforce Or Freshdesk > Salesforce Or Freshdesk API Token > Enter Token And Save Changes > Next Step > Done!
  • Now you need to add this connection between your Magento 2 store and your Freshsales account – Click on System > Manage Connections > Add New Connection > Salesforce Or Freshdesk > Salesforce Or Freshdesk API Token > Enter Token And Save Changes > Next Step > Save Changes .
  • Make sure that both connections are linked before proceeding further (if they are not linked then simply fplow Step 1 again but choose 'Link Connections' instead of 'Add New Connection'. Then click on Modify Connection next to each of these connections (you will find them under System > Manage Connections . and configure them accordingly – enter the correct credentials and save their settings as required (these credentials will be different for each store. Then click on Save Changes .
  • Finally, configure synchronization for each connection separately by navigating to Store > Configuration > Advanced > Web Services Connection > Start/Pause Synchronization . Wait for some time until this process completes and then check for errors because if you encounter any errors then pause this synchronization process and try respving them before proceeding further (the error logs may help you respve any issues that you face. Once all synchronizations are completed successfully then sync only specific data between your Magento 2 store and your Freshsales account – For example, Sync Orders from Magento into Freshsales or Sync Contacts from Magento into Freshsales . This helps save a lot of time and energy when compared to manual integration methods because there is no need to manually update or synchronize data between two different stores every time it changes. It will automatically sync data between them whenever required depending upon the frequency that you have set for syncing data between them (for example, you can set it to sync data once every 15 minutes. Hence, it saves a lot of time because you don't have to sit in front of your computer all day long trying to sync all the data between two different stores manually every time a change occurs in either one of them!

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.