Integrate Pipedrive with Freshsales

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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 Pipedrive and Freshsales Integrations

  • Pipedrive Integration Freshsales Integration

    Pipedrive + Freshsales

    Create Lead to Freshsales from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Freshsales Integration Create Lead
  • Pipedrive Integration Freshsales Integration

    Pipedrive + Freshsales

    Update Lead in Freshsales when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Freshsales Integration Update Lead
  • Pipedrive Integration Freshsales Integration

    Pipedrive + Freshsales

    Create Lead to Freshsales from New Activity in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    Freshsales Integration Create Lead
  • Pipedrive Integration Freshsales Integration

    Pipedrive + Freshsales

    Update Lead in Freshsales when New Activity is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    Freshsales Integration Update Lead
  • Pipedrive Integration Freshsales Integration

    Pipedrive + Freshsales

    Create Lead from Freshsales from Organization Matching Filter to Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration Organization Matching Filter
     
    Then do this...
    Freshsales Integration Create Lead
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Freshsales Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to Freshsales.

    (2 minutes)

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

Integration of Pipedrive and Freshsales

Pipedrive is a sales dashboard application that helps sales teams manage activities. It is available in over 40 languages. On the other hand, Freshsales is an integrated CRM and sales tracking platform that allows users to generate fresh leads on daily basis.

Integration of Pipedrive and Freshsales

It is possible for users to integrate Pipedrive and Freshsales with one another. This integration results in a more effective sales cycle management. Here are some benefits of integration:

  • Unified contacts management. Both applications allow users to create and share contacts.
  • Unified accounts management. Both applications allow users to create and share accounts.
  • Unified opportunities management. This means that the data captured from Pipedrive is automatically updated in Freshsales and vice versa. Users can capture opportunities from emails and calls into Salesforce directly from the Pipedrive dashboard.
  • Unified lead management. Pipedrive allows users to capture leads from emails and calls into Salesforce directly from the Pipedrive dashboard. Sales reps can then fplow up on those leads in Salesforce right away.
  • Unified customer support management. It is also possible to manage customer support tickets in Freshsales as well as in Salesforce directly from the Pipedrive dashboard.
  • Unified CRM integration. Users can import existing contacts, accounts, opportunities, leads and deals into Freshsales with the click of a button. Similarly, they can export data to Pipedrive from within Freshsales with the click of a button. This means that users can store their information anywhere they want – in a database, an email client or a CRM system.
  • Unified email tracking. Users can track, analyze and report on all email activities in both applications with just one click. It is possible to track email opens, clicks, unsubscribes, spam flags and bounces from both applications in order to know how well each email campaign performed. Users can also schedule fplow-up emails based on user actions such as clicking a link in the email or opening up an email link.
  • Unified sales prospecting. Sales reps can schedule and send out cpd emails to potential prospects from within the integrated CRM dashboards of both Pipedrive and Freshsales with just one click. They can develop custom email templates to cater for different types of customers based on their product interests, prospect's industry and other parameters that are set using advanced segmentation options. They can also track email opens, clicks and responses to the emails that were sent out by them. Sales reps can also add notes to any prospect profile they have created in either application. This means that additional information can be cplected and shared among team members for better prospecting efficiency.
  • Unified contact history. Sales reps can see reliable contact history information on both applications which helps them manage their prospects better. They can identify the most active leads and produce targeted fplow-up campaigns accordingly. The contact history feature also helps sales reps identify which scheduled emails were opened by their prospects and whether further action is required on their part to fplow up on those leads. This also makes it easier for them to identify which prospects have been fplowing up with them and how they should continue their relationship with them further.
  • Unified sales pipeline management. Sales reps can create sales pipelines in both applications with just one click. They can monitor the progress of each opportunity as well as document important milestones with the help of this feature.
  • Unified marketing automation. It is possible for users to set up automated lead generation campaigns in both Pipedrive and Freshsales which are then carried out according to specific triggers such as contact activity, custom time intervals or user-defined criteria such as product interest or lead status (active or inactive. These campaigns are carried out according to specific parameters such as frequency of messages, number of touches per message, type of message etc. With this feature, sales reps can carry out continuous prospecting activities without having to worry about manually tracking their progress or missing out on any crucial steps to convert leads into customers through effective sales pitches, drip campaigns or personalized offers or discounts etc.
  • User-friendly interface. Sales reps can use both applications together thanks to their user-friendly interfaces which make it easier for them to manage clients effectively without having to waste time learning complex software systems or inputting unnecessary data into multiple systems separately etc. This means that they are able to spend more time selling than learning how to use software programs etc which helps them become more productive at work as a result.

Benefits of Integration of Pipedrive and Freshsales

Users have been able to leverage benefits such as increased productivity, reduced costs etc by integrating Pipedrive and Freshsales together rather than using each application separately for different purposes. Here are some benefits that users experience by integrating these two applications together:

The process to integrate Pipedrive 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.