Integrate Freshsales with CloudTalk using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Freshsales and CloudTalk
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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.
About CloudTalk
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
CloudTalk IntegrationsIt's easy to connect Freshsales + CloudTalk without coding knowledge. Start creating your own business flow.
- Triggers
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New ContactTriggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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New CallTriggers when call is made via CloudTalk.
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New Contact
Triggers when a contact is created or updated in CloudTalk.
- Actions
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
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Create Contact
Create a contact.
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Update Contact
Update an existing contact.
How Freshsales & CloudTalk Integrations Work
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Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick CloudTalk as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Freshsales to CloudTalk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.