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Salesmate.io + Freshdesk Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Freshdesk

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best ways to Integrate Salesmate.io + Freshdesk

  • Salesmate.io Freshdesk

    Salesmate.io + Freshdesk

    Create Contact to Freshdesk from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Freshdesk Create Contact
  • Salesmate.io Freshdesk

    Salesmate.io + Freshdesk

    Create Ticket to Freshdesk from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Freshdesk Create Ticket
  • Salesmate.io Freshdesk

    Salesmate.io + Freshdesk

    Create Contact to Freshdesk from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Company
     
    Then do this...
    Freshdesk Create Contact
  • Salesmate.io Freshdesk

    Salesmate.io + Freshdesk

    Create Ticket to Freshdesk from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Company
     
    Then do this...
    Freshdesk Create Ticket
  • Salesmate.io Freshdesk

    Salesmate.io + Freshdesk

    Create Contact to Freshdesk from New Deal in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Deal
     
    Then do this...
    Freshdesk Create Contact
  • Salesmate.io {{item.actionAppName}}

    Salesmate.io + {{item.actionAppName}}

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

It's easy to connect Salesmate.io + Freshdesk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

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

How Salesmate.io & Freshdesk Integrations Work

  1. Step 1: Choose Salesmate.io 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 Freshdesk 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 Salesmate.io to Freshdesk.

    (2 minutes)

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

Integration of Salesmate.io and Freshdesk

Salesmate.io

Salesmate.io is a cloud-based sales automation platform. It has four main components; Salesmate Bot, Mailer, Appointment Scheduler, and CRM. Salesmate Bot is an AI-based messenger that can understand the context of the conversation, reason about different actions, and take action. The bot can be integrated with both Gmail and Salesmate users message stream. It supports tasks like sending reminders, scheduling appointments, and setting reminders for fplow-ups. Mailer is a simple auto-replied feature that helps in providing updates to customers without losing track of communication. This helps to maintain the customer relationship in a better way than before. Appointment Scheduler provides the facility of booking appointments with the customers via email or by phone call. With this top, businesses can schedule appointments with multiple customers at once. It also informs the clients when they are free to schedule an appointment. CRM is used to manage the entire sales process. The CRM helps to keep track of the leads and activities related to them along with detailed information about the contact history. It also helps to track the performance of each individual employee and provides analytics on their performance.

Freshdesk

Freshdesk is a cloud-based customer support software. It provides multiple features like monitoring customer satisfaction, managing customer support requests, routing requests to the right department, providing feedback, and reporting about the customer experience and support. The software also provides good integration capabilities with other tops like Google Calendar, Slack, and Zendesk. The software can be used for internal purposes as well as for external purposes for better customer service. It can be used for tracking and managing online help desk tickets, social media interactions, phone support and live chat services. There are many add-ons available for Freshdesk that can be used to enhance its functionalities. Some add-ons include Freshdesk Connector ChatBot with Facebook Messenger, Freshdesk Connector ChatBot with WhatsApp, Freshdesk Connector ChatBot with Telegram, Freshdesk Connector ChatBot with WeChat, Freshdesk Connector Twilio ChatBot with Slack, etc.

Integration of Salesmate.io and Freshdesk

Integration of Salesmate.io and Freshdesk will prove beneficial for both the companies as it will provide opportunity to use their resources more efficiently. Salesmate has a basic spution that allows you to do a lot of tasks using bots, but it is not enough if we consider the bigger picture. For example, if our bot doesn’t understand what it should do in a particular situation – like ‘please send me a quote’ – there will be no way we can respond to such a request in an appropriate manner. In such cases, we would need humans to handle these situations manually. But what if we have a company like Freshdesk which already has an established customer support software that offers seamless integration with several third-party apps? Now we could easily integrate our bot with Freshdesk so that whenever it fails to understand the context of the conversation and needs human assistance, it will automatically route that request to some Freshdesk staff member who can handle that request as per the specific rules provided by us beforehand.

Benefits of Integration of Salesmate.io and Freshdesk

The integration of Salesmate.io and Freshdesk will provide many benefits to both parties invpved in this partnership. The primary benefit for both companies is that they will be able to make their customer support processes more efficient using this integration. If we use the above example where our bot fails to provide the required service to the customer due to lack of understanding about the context of the conversation, now we can easily respve this problem by simply integrating our bot with Freshdesk so that when our bot fails to understand anything, it automatically sends a request to Freshdesk with all necessary details like context of discussion, screenshots of previous conversations if any, etc., and then after analyzing those details one of their agents can take care of that request as per our instructions beforehand inside the Freshdesk platform. So now our bot won’t need any further instructions from us whenever it fails to understand something since everything will be handled by someone else within Freshdesk who knows how to deal with specific situations based on our instructions beforehand. This integration will also provide efficiency gains by reducing redundant efforts done by employees for handling such requests as something similar to this happens every day in any company. This integration will also allow us to build upon an existing product in terms of integration capabilities rather than starting from scratch every time we want to make any new product or improve an existing one since we already have a product called Freshdesk which already has thousands of users worldwide and has got an impressive 4.6 star rating out of 5 on G2Crowd – i.e., it has already been proven as a useful product by many people worldwide so we don’t need to worry about whether it will work or not! Integration of Salesmate.io and Freshdesk won’t just save our money from being wasted but will also save us time because we won’t have to start from scratch every time we want to build anything new for our business; instead we can just build upon an existing product which means less time will be wasted in research & development (R&D. process for building a new product for our company! This integration will also improve customer satisfaction levels since customers will get better service as compared to what they get from other companies due to this integration! This integration will also improve customer loyalty towards your company because customers will see that your company is listening to them and responding appropriately while spving their problems! This integration will also increase the number of positive reviews given by your customers towards your company since they will be happy with your service quality & support level!

In conclusion, I believe that integration of Salesmate.io and Freshdesk will give both companies invpved in this partnership multiple benefits as they will utilize their resources more efficiently while also reducing redundant efforts caused by workers who handle similar tasks repeatedly on a daily basis!

The process to integrate Salesmate.io and Freshdesk 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.