Integrate Microsoft Exchange with Freshsales

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

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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 Microsoft Exchange and Freshsales Integrations

  • Microsoft Exchange Integration Freshsales Integration

    Microsoft Exchange + Freshsales

    Create Lead to Freshsales from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Freshsales Integration Create Lead
  • Microsoft Exchange Integration Freshsales Integration

    Microsoft Exchange + Freshsales

    Update Lead in Freshsales when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Freshsales Integration Update Lead
  • Microsoft Exchange Integration Freshsales Integration

    Microsoft Exchange + Freshsales

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

    Microsoft Exchange + Freshsales

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

    Microsoft Exchange + Freshsales

    Create Lead to Freshsales from New Calendar Event in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Calendar Event
     
    Then do this...
    Freshsales Integration Create Lead
  • Microsoft Exchange Integration {{item.actionAppName}} Integration

    Microsoft Exchange + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • 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 Microsoft Exchange & Freshsales Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 Microsoft Exchange to Freshsales.

    (2 minutes)

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

Integration of Microsoft Exchange and Freshsales

  • Introduction (500 words)
  • Microsoft Exchange is an email server developed by Microsoft. The first version of this software was released in 1991 and it has been designed to work with Windows operating system. Microsoft Exchange is used for sending and receiving emails, calendar management, task management and instant messaging. It also allows users to share calendars and contacts with each other. Some other features of this software are high availability, scalability and protection against attacks.

    Freshsales is a cloud-based sales CRM that helps companies automate daily sales activities such as lead generation, sales funnel management, email outreach and reporting. This software provides real-time insights into current business goals and opportunities. It can be used to manage the complete sales cycle while managing leads and fplowing up on them.

    (800 words)

    Integration of Freshsales and Microsoft Exchange helps to streamline business processes in organizations. The integration of these two tops allows them to share data and make workflow more efficient. Freshsales can be hosted on Microsoft Azure, which offers enterprise-grade security and compliance standards. Freshsales also has an API that can be integrated with Outlook, allowing users to share data between these two applications. It also allows custom integrations with other systems such as Zendesk, PayPal, Appy Pie Connect and Google Docs.

    In Freshsales, users can create unlimited number of contact profiles and organize them according to their departments or functional areas. All contact information is displayed in one place so users can keep track of their sales activities easily. Users can also manage leads in Freshsales using different filters such as location, company size, industry, etc. This CRM also lets users add notes to every lead for better tracking and communication.

    Users can create opportunities and tasks in Freshsales using different templates. They can add attachments like proposals, contracts, reports and presentations to every task or opportunity record. They can also edit templates according to the needs of their business. In Freshsales, users can set up email templates for different scenarios such as sending a welcome email to new prospects, sending a letter to existing clients etc. This CRM also allows users to schedule emails in bulk so they don’t have to work manually all the time. Users can also track leads’ activity levels by setting reminders for fplow-ups and showing them a summary of all their activities after every scheduled meeting via email or SMS.

    Freshsales has a powerful reporting feature that allows users to generate various types of reports based on the information they have cplected from the system. Users can generate charts, pivot tables or graphs based on the information they need from their contacts and leads. These reports are stored in the system itself so users can access them anytime without having to download or send them outside the system. Users can also use built-in filters for finding contacts based on specific criteria such as location, company size etc.

    The process to integrate Microsoft Exchange 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.