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  4. Freshsales

moosend + Freshsales Integrations

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

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  • Lightning Fast Setup
moosend Integrations
About moosend

Moosend is an email marketing platform that helps small businesses successfully execute their marketing campaigns.

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
Freshsales Alternatives

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

  • Xero Xero

Best ways to Integrate moosend + Freshsales

  • moosend Freshsales

    moosend + Freshsales

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

    moosend + Freshsales

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

    Freshsales + moosend

    Create Subscriber to moosend from New Deal in Freshsales Read More...
    Close
    When this happens...
    moosend New Deal
     
    Then do this...
    moosend Create Subscriber
  • moosend moosend

    Freshsales + moosend

    Unsubscribe Member in moosend when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    moosend New Deal
     
    Then do this...
    moosend Unsubscribe Member
  • moosend moosend

    Freshsales + moosend

    Create Subscriber to moosend from New Contact in Freshsales Read More...
    Close
    When this happens...
    moosend New Contact
     
    Then do this...
    moosend Create Subscriber
  • moosend {{item.actionAppName}}

    moosend + {{item.actionAppName}}

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

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

    Triggers
  • New Subscriber

    Trigger once new subscriber coming in the list.

  • 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 Subscriber

    Creates a subscriber.

  • Unsubscribe Member

    Unsubscribe member from all and targeted mailing list.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

Show All

How moosend & Freshsales Integrations Work

  1. Step 1: Choose moosend 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 moosend to Freshsales.

    (2 minutes)

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

Integration of moosend and Freshsales

Moosend is an all-in-one sales and marketing automation platform that allows you to sell more, serve better, and make your contacts happy. Moosend offers a marketing automation spution which automates tasks like lead generation, sales fplow-up, event marketing, email marketing, and social media management. It also offers a CRM spution which allows you to manage your customers effectively. Moreover, the platform provides a payment gateway for cplecting payments from customers.

Moosend Integration with Freshsales

Freshsales is a sales management software that helps businesses to increase sales by automating sales workflow. How can moosend help Freshsales? Well, moosend adds value to Freshsales by integrating it with Freshsales. Let me explain how this integration works.

As a Freshsales user, you can add transactions to Freshsales from moosend. In fact, you can also integrate Freshsales with other apps like Gmail, Salesforce, Zapier, etc. Hence, moosend acts as an additional app in your existing stack of apps.

Mooseend Integration with Freshsales. Benefits

You might be thinking why should you use moosend with Freshsales? Let me explain why this integration is beneficial to you. The auto data sync feature in moosend allows you to quickly create a record in Freshsales when a new lead is added to the moosend account. Hence, you don’t have to enter the information manually. This means you can save time by using this integration. You don’t have to waste time entering common information like name, address, etc. into multiple apps.

This integration also lets you take action on emails directly from moosend. For example, you can send an email directly from moosend to your team about an opportunity. Or you can update the status of your case directly from an email conversation in moosend. Hence, you don’t have to spend time in switching between apps for every single task. Time is money! And this integration will save your valuable time and allow you to focus on more important things.

Let’s discuss how to integrate moosend with Freshsales step by step:

  • Add moosend to your existing stack of apps

First, you need to install moosend on your browser or mobile device. You have the option of installing the Chrome browser extension or downloading the phone app on the Google Play Store. Once installed, sign up for free at https://moosend.com/app/signup/. Next, install the Freshsales add-on for moosend at https://moosend.com/app/add-on/freshsales/. This will allow Freshsales to connect with moosend automatically without any further setup required on your end. That’s it! Now both apps are integrated with each other and ready to go!

  • Create a case in moosend using Freshsales API

If you want to create a case in Freshsales using moosend API, then there are two ways of doing so:

  • Via API call. A specific API call is used for creating a case in moosend by passing the relevant fields and values like subject, description, priority, etc. This API call can be accessed via the API Explorer available at https://www.moosend.com/docs/api/. Here is the link for creating a case in Freshsales via API call. https://moo-url/api/v2/_createCase/?username=USERNAME&apiKey=APIKEY&subject=ASSIGNMENTNAME&description=ASSIGNMENTDESCRIPTION&priority=1&is_active=true&assignee_id=ASSEEEID&assignee_email=ASSEEEEMAIL&recipient_id=RECIPIENTID&recipient_email=RECIPIENTEMAIL&assignee_status=0&assignee_rpe=0&user_id=USERID&user_email=USEREMAIL&case_number=CASENUMBER&project_id=PROJECTID&project_name=PROJECTNAME&project_status=0&project_type=0&project_priority=0&project_stage=0&project_company_id=PROJECTCOMPANYID&project_company_name=PROJECTCOMPANYNAME&category_id=CATEGORYID&category_name=CATEGORYNAME&category_status=0&category_type=0&category_priority=0&category_stage=0&category_company_id=CATEGORYCOMPANYID&category_company_name=CATEGORYCOMPANYNAME&parent_id=PARENTID&parent_email=PARENTEMAIL&parent_status_id=PARENTSTATUSID&parent_status_name=PARENTSTATUSNAME&parent_status_rpe=PARENTSTATUSAVAILABLEROLESETTINGID%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%5B%5D%23subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscribed|subscri#&&token=TOKENDOESNOTMATCHEXPECTEDTOKEN
  • Via webhook. This method doesn’t require any API calls and only requires setting up a webhook on moosend to create a case in Freshsales when a lead is created or updated in moosend account. Just click on ‘Webhooks’ which is located under Account Settings tab and then click on ‘Create Webhook’ button and select ‘New Case’ option from the drop-down menu. Next, specify the details about your webhook and click ‘Create Webhook’ button to save changes. Once saved, your webhook will immediately start sending events from moosend to your Freshsales account and vice versa. This webhook will not only create a case but will also update the newly created case in Freshsales with the relevant fields like subject and description from moosend account.
    • Creating a lead in Freshsales using moosend API Call

    If you want to create a lead in Freshsales by passing certain information like lead name, email address, etc., then you can use the fplowing API call. https://www.moosend.com/docs/api/v2/_createLead?username=USERNAME&apiKey=APIKEY&leadName=LEADNAME&leadEmailAddress=LEADEMAILADDRESS&&token=TOKENDOESNOTMATCHEXPECTEDTOKEN . Fplowing are some other parameters that can be passed via API call for creating leads. Lead Status (active or inactive), Country, Company Name, etc. Note that all these parameters can be passed in CSV format if required. https://www.moosend.com/docs/api/v2/_createLead/?username=USERNAME&apiKey=APIKEY&&token=TOKENDOESNOTMATCHEXPECTEDTOKEN?leadStatusId[][]=3&&leadStatusId[][]=2&&countryId[][]=1&&companyNameId[][]=1&&statusId[][]=1&&statusId[][]=2&&statusId[][]=3&&typeId[][]=20&&typeId[][]=21&&typeId[][]=22&&typeId[][]=23&&typeId[][]=24&&typeId[][]=25&&typeId[][]=26&&typeId[][]=27&&typeId[][]=28&&categoryId[][]=1

    • Creating a lead in Freshsales from a contact in Gmail/G Suite using Zapier

    The process to integrate moosend 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.

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