Zoho People + Freshsales Integrations

Zoho is a business suite. It has many products integrated within the suite like Zoho Invoice, Zoho Creator, Zoho Projects, Zoho CRM, Zoho Books, Zoho SalesIQ, Freshsales etc. One of the products in Zoho Suite is Zoho People.

Zoho People is a HR management software. All the employee-related work can be done through the software. Employee related work includes managing employees, managing their attendance, managing their training, managing their profile details and so on.

Freshsales is a CRM spution. CRM stands for Customer Relationship Management. CRM is basically a term used to describe companies who manage their companies’ relationships with their customers. CRM also invpves managing the leads of the customers which are generated by the company.

So, if we are combining Zoho People with Freshsales then we are integrating two different entities of Zoho Suite with Freshsales.

Integration of Zoho People and Freshsales

Integration is when two different entities are connected to each other in one way or another. So if we integrate Zoho People with Freshsales, there are two ways in which they will be connected.

• Data Sharing - As both the sputions invpve managing data of employees and leads of customers, data sharing can take place between them. That means that data from Zoho People can be shared with Freshsales and data from Freshsales can be shared with Zoho People. This helps in making sure that all your employee-related data gets automatically tracked by Freshsales and all your customer-related data gets automatically tracked by Zoho People. That way you can get real-time data on all your employees and customers which would help you in making better decisions regarding your business.
• User Interaction - If you use both these tops then it becomes easier for you to access the reports of your employees and customers. For example, if you want to view the sales report for XYZ Company then you do not have to go to Freshsales portal to access this report, you can simply go to XYZ Company's profile in Zoho People and see the sales report right away. The same applies for viewing reports on employees also. You can view reports on employees by going to the profile of the employee in Zoho People which is directly related to the employee-related information in Freshsales.

Benefits of Integration of Zoho People and Freshsales

So now let us see what benefits can be gained by integrating these two tops together.

• Real-Time Data - With the integration of these two tops together it becomes possible to have real-time employees and customer data inside a single dashboard. This helps the company to make better decisions about their employees and customers as it is easy to access reports of employees and customers related information from a single source instead of going to two different sources for viewing reports.
• Easy Access - In order to access reports regarding your employees or customers or even any other information regarding them it is necessary that you know where to find that information from. If you think about it then accessing employee reports from Freshsales portal and accessing customer reports from Zoho People portal will not be much convenient as it will require a lot of time and effort to switch between different portals. But if we integrate these two sputions then it becomes much easier to access those reports as you can access them from a single place without much effort.
• Automation - With integration of both these sputions into a single environment automation becomes possible. For example, if you have planned that your employees will take a certain amount of training every week then it is automatically tracked by Freshsales as events are being tracked automatically by Freshsales as soon as they happen in real-time whereas it would have been much more difficult for you if you had to manually track your employees’ training hours every week and enter them into Freshsales. So integration makes tasks like these much easier and less time consuming for you because the task gets automated once the integration happens which makes it easier for you to use these tops effectively.

The process to integrate Zoho People 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.