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Integrate Slack with Freshsales

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

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

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 ways to Integrate Slack + Freshsales

  • Slack Integration Freshsales Integration

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    Create Lead to Freshsales from New Starred Message in Slack Read More...
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  • Slack Integration Freshsales Integration

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  • Slack Integration {{item.actionAppName}} Integration

    Slack + {{item.actionAppName}}

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Connect Slack + Freshsales in easier way

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

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • 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
  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • 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 Slack & Freshsales Integrations Work

  1. Step 1: Choose Slack 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 Slack to Freshsales.

    (2 minutes)

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

Integration of Slack and Freshsales

Slack?

Slack is a cloud-based platform for team communication. It is an instant messaging service that allows users to communicate with each other using text and voice messages. In addition, Slack allows you to share files, photos, videos, and links.

Freshsales?

Freshsales is a complete CRM software for small business owners. It helps companies to keep track of their sales pipeline, manage customer relationships, identify potential leads, and close deals.

Integration of Slack and Freshsales

Integration of Slack and Freshsales is one of the best ways to improve the efficiency of the sales pipeline and increase the ROI. The integration of these two applications helps you in finding potential buyers, engage them in conversations and convert them into paying customers.

You can increase the sales by integrating Slack and Freshsales because they allow you to communicate with your clients easily. The integration of these two applications gives you the ability to stay in touch with your clients on a daily basis. Also, it saves time by allowing you to send instant messages from Slack to Freshsales. For example, if your potential client is online on Slack, you can send them an instant message directly from Slack and ask them if they are available to talk. This will save you time as you won’t have to look for information about your clients on another application or try to connect with them over the phone. Instead, you will be able to do all this right from Slack.

That means with the help of Slack, you can easily drop a note to your client and ask them if they have time to talk. This way, you will be able to reach out to your clients when they are online and available for a conversation with you. Moreover, you don’t have to worry about being available at a specific time for your clients because Slack will let them know whenever you are online. This way, you can easily stay in touch with your clients during the entire day. You can also create the schedule of the day so that you can be available during that particular time only. This allows clients to communicate with you when they are free and want your attention. This will help you in saving time as you don’t have to be present at your desk all the time. It will also allow your clients to get in touch with you whenever they want to talk without causing any inconvenience to them.

The integration of Slack and Freshsales will also help you in keeping track of your prospects easily. You can also track all the activities of your prospects on Freshsales using Slack without logging into Freshsales. With a single click, you can view all the activities related with your prospects such as their last activity, notes, emails sent or received, etc. Also, if someone from your team wants to contact a prospect then you can easily refer them to the play of the conversation between them on Freshsales through Slack. This way, everyone will be able to access the information about prospects without logging into Freshsales.

Benefits of Integration of Slack and Freshsales

There are many benefits of integration of Slack and Freshsales but some of them are mentioned below:

  • Customization:

It is very easy to customize Slack by creating new channels and adding new people to it. You can also connect it with different third-party apps such as Google Drive or Dropbox so that all the files are stored in one place. It makes it easier for other people in communicating with each other and sharing files while working on a project together.

  • Instant Message:

It helps in sending instant messages among the employees who are a part of the same team or department. It allows them to share information quickly without having face-to-face conversations or even emailing each other. Everyone in a team gets notified as soon as there is a message sent by anyone else in the team. So, it saves time as well as provides instant spution to problems that arise during work hours. For example, if someone needs help with something then they can simply drop a note through Slack and get help from others immediately without wasting their time in searching for someone who can help them spve their problem. If someone has dropped a note about an urgent issue then it will notify all other team members about it so that they can provide their help if possible.

  • Search Options:

It has search options that can be used for searching anything stored on Slack including files, messages, topics, contacts, etc. It enables users to search for anything in one go instead of searching for different things separately using different search engines or applications. For example, if someone wants to find out more about a particular client then they can simply search for it on Slack and get all the information about it instantly.

  • Alerts and Notifications:

It provides alerts and notifications about important events such as new file uploaded on cloud storage or new message received from a particular contact on Slack. Users can configure alerts based on their needs so that whenever an event happens then they get notified about it right away without having to log into Slack again and again. This way, users can stay up-to-date about everything happening in their team’s channel without having to take extra steps or waste time looking for something important in Slack which they might have missed due to some reason. For example, if someone is working late night then they don’t have to log into Slack again and again just because someone has sent them an important message during those hours or if someone has uploaded something new on cloud storage then they don’t have to look for it manually on every application where they have stored it instead they can simply get notified about it right away so that they don’t miss it every time something important like this happens on their account.

  • File Sharing:

It allows users to share files easily without leaving Slack. They just need to upload files onto cloud storage such as Google Drive or Dropbox and share links to these files with other people so that everyone can access them easily through Slack whenever they want to do so. This makes it easier for users to share files quickly without wasting their time by logging into multiple applications just because they need a file saved in one location only. It also allows users to store everything in a centralized location so that everyone can access information about files easily without having to spend hours in looking for them every time they need something new saved somewhere else after finishing working on a project or task themselves before moving onto something else new.

The process to integrate Slack 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.