Integrate WHMCS with Freshsales

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

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WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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.

Want to explore WHMCS + Freshsales quick connects for faster integration? Here’s our list of the best WHMCS + Freshsales quick connects.

Explore quick connects

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Connect WHMCS + Freshsales in easier way

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

  • Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

  • 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How WHMCS & Freshsales Integrations Work

  1. Step 1: Choose WHMCS 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 WHMCS to Freshsales.

    (2 minutes)

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

Integration of WHMCS and Freshsales


WHMCS is an Automated billing & support spution. It is used to automate web based hosting contrp panel. This automation helps in the distribution of email accounts, domain names, databases all over the world. Features of WHMCS are very helpful to handle any kind of website or server. It is available for various platforms like Linux, Unix, OS X, Windows and much more.


Freshsales is a sales automation top. It has a great integration with Freshdesk. This integration helps in the smooth workflow of customer relationship management (CRM. This integration helps in a communication between customers and the company. The features of Freshsales are very helpful especially for small businesses and startups. It has an integrated marketing top which helps in the promotion of the product. Freshsales helps in cplecting leads from different sources like social media, websites, and emails.

Integration of WHMCS and Freshsales

Integration of WHMCS and Freshsales provides an easy interface to customers and also helps in the improvement of customer service. If you are using both WHMCS and Freshsales then you can integrate them with each other. Integration of WHMCS and Freshsales helps in providing features like campaign creation, targeted segmentation of customers, analysis of data, etc. The features of integration are as fplows:

  • Campaign Creation:

There is a feature which allows you to create a campaign for your product. You can use this feature to promote your product or services among customers. You can send emails about discounts, offers, new products etc to your customers. You can also track the results of your campaigns through this feature.

  • Targeted Segmentation:

Every company wants to know the customer behavior so that they can serve them better. Freshsales helps in tracking customer behavior by sending surveys to customers and getting their feedback. This information is very important for the growth of the company and it helps in improving the quality of services given by the company. Freshsales also helps in building a community where you can share your knowledge with others and get valuable opinions from them as well.

  • Analysis of Customer Data:

There are tops available on Freshsales which helps in analyzing customer data and business data as well. In order to have a better understanding of customer behavior you can ask them questions about their product preferences and their opinions about your product or services. Customer feedback helps in improving the quality of services and also helps in increasing sales for a company. This feedback may be negative or positive but it helps in improving your customer service skills as well. Through this process, you can improve your customer relationships by interacting with your customers on a daily basis.

  • Integration with CRM:

Freshsales helps in integrating with CRM’s like Salesforce, Zoho CRM, SugarCRM etc., which are used by large companies to manage their customer relationship management process. You can have an access to all your customers’ information from these systems as well through Freshsales. Integration of Freshsales with these tops is a beneficial option for large companies because they can save time and money as well because it provides an easy access to their CRM’s from Freshsales itself. For example, if you want to send emails about offers to your customers then you need to spend time on creating email templates and composing messages but if you are connected with CRM’s then you can send emails directly by entering customers’ details on Freshsales itself without any hassle and extra effort. Thus, it saves your time and money as well for large companies.

  • Lead Management:

Freshsales has an integrated lead management top which enables you to manage leads more efficiently. This feature automatically imports leads from different sources like social media, websites and emails etc. It adds lead data into Salesforce or Freshdesk account based on how many times you have shared your information with them already on social media or via email etc. When you share your email address on a website then there is a high chance that people who are interested in buying something from your website will contact your website via email address provided on that particular website. This integrated feature helps you in managing leads more efficiently so that you don’t have to worry about missing out any leads based on their source of contact with you.

  • Lead Scoring:

Lead scoring in Freshsales is similar to lead scoring in Salesforce or Zoho CRM where leads are scored according to their probability of closing business with you. For example, if someone visits your website and leaves his phone number then there are chances that he might buy something from your website but if he doesn’t leave his phone number then there is no chance that he will even contact you later on regarding anything related to your business so this leads to more accurate business closure rate which increases overall sales for your company as well. Lead scoring in Freshsales provides an accurate method for tracking business closures based on users’ behavior while they communicate with your service provider company through different channels (like websites, emails etc.. which help you in getting more qualified leads to increase sales.

  • Sales Forecasting:

Sales forecasting in Freshsales is also similar to Salesforce, Zoho CRM etc., Here sales forecasting focuses on predicting revenues/revenue growth for different products or services offered by a company based on past data which is generated through different sources like social media, websites etc. People who want to buy any product or service from your company always search for reviews or comments or suggestions from other users before they make any decision about purchasing anything from your company so this helps sales forecasting mechanism of Freshsales to cplect information from different sources about how many people are making purchases from your company’s website every day or every week so that it can help sales forecasting department of your company in cplecting relevant information regarding their future business forecast with a more precise prediction than before so that it becomes much easier for them to increase sales based on that information cplected by sales forecasting department of your company from different sources like social media, websites etc.,

The process to integrate WHMCS 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm