PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.
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 + PDF4meConvertToPdf in PDF4me when New Deal is created in Freshsales Read More...
It's easy to connect PDF4me + Freshsales without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
Creates a new lead.
Updates an existing lead.
PDF4me is a platform that helps generate leads through the use of an online form. This platform is integrated with a CRM, making it easy to turn the leads into sales. The primary feature of PDF4me is that it allows you to integrate your landing page with other systems, such as Freshsales, making it easier for you to be able to turn leads into actual sales.
Freshsales is an all-in-one CRM that makes it easier for you to manage your leads. With Freshsales, you can create tasks and assign them to specific team members- and the best part is that team members can work on the tasks simultaneously. This enables you to handle many things at once, without having to waste any time waiting for responses and replies from other team members. With Freshsales, you can also automate repetitive tasks so that they do not require too much of your time. For example, you can set up automated emails that are sent out to your customers every now and then. This will make it easier for them to remember you, and will also make them feel more comfortable when they are ready to purchase a product or service from you.
By integrating PDF4me with Freshsales, you can easily connect your customers with the right company representative. The integration also makes it easy for you to get rid of the tedious task of manually inputting data into Freshsales, because all you have to do is upload the data from PDF4me onto Freshsales. You will no longer have to worry about forgetting to input important information, because PDF4me will ensure that all of your leads are automatically added onto Freshsales.
The integration of PDF4me and Freshsales makes it more convenient for you to handle your business because there are automatic processes in place. Because PDF4me is integrated with Freshsales, all new leads are automatically added onto Freshsales, allowing you to focus on other important tasks in the meantime. Because of this integration, you will be able to move forward with your business without having to worry about manual processing and inputting.
The process to integrate PDF4me 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.