Integrating Mattermost with Freshsales by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Mattermost and Freshsales

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About Mattermost

Mattermost is an open source team collaboration platform tht brings all your company's conversations, documents, and applications together in one place, making it easy for your team to collaborate securely on the things that matter most.

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.

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Connect Mattermost + Freshsales in easier way

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

  • Triggers
  • New Message Posted to Channel

    When message post on perticular channel.

  • 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
  • Post Message

    Post a new message to a channel.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Mattermost & Freshsales Integrations Work

  1. Step 1: Choose Mattermost as a trigger app and authenticate it on Appy Pie Automate.

    (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 Mattermost to Freshsales.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:30 am
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