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.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Creates a new lead.
Updates an existing lead.
Add new Freshsales contacts to email services, invite contacts to events, back up contacts in an online spreadsheet, or find other creative ways to streamline your pipeline management with Appy Pie Automate. This Freshsales automation lets you automatically create or update leads, contacts, or opportunities in Freshsales from emails, online forms, social media ads, or other apps you use. While these tasks are being managed automatically, you save a lot of time to manage other business-critical tasks. Appy Pie Automate allows you to instantly connect Freshsales with more than a hundred apps to automate your work and get more done in less time.
Gain greater visibility across your leads’ activities on your website and emails. Track sales, marketing, and set up a unified data platform by using this Freshsales integration. Focused on providing better context on your leads, this Freshsales integration can help you reach out to the hottest prospects, engage in relevant conversations, and close more deals faster than ever. Freshsales integration makes it possible to get your Freshsales data to any apps to build custom reports for every contact, deal, or opportunity. From prospects to customers, this integration helps you recognize people and their needs more effectively.
Appy Pie Automate brings together Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.
To integrate the Freshsales app with Appy Pie Automate, search and select the app from the app directory at Connect. Select the service required and click Continue to move forward with the integration.
Note: You will require a paid or subscribed account of Freshsales to make the integration work.
Click Connect An Account and a pop-up form will appear. Enter the Subdomain details including API token available in Freshsales account >> Settings >> API Settings. Once correct details are inserted, click Yes, Continue.
Reconfirm the Freshsales account at Connect by clicking the Continue button.
The dropdown will ask to select the filter for your Freshsales account. Select the appropriate filter and click Continue, your app will get integrated at Appy Pie Automate.
Currently, there is no common issue with Freshsales integration at Appy Pie Automate. Contact our support team to get a solution for any query related to Freshsales integration.