Integrating SMS By Automate with Freshsales by AI Agents and Assistants

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

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About SMS By Automate

SMS By Automate is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.

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.

Integrations for Freshsales
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Connect SMS By Automate + Freshsales in easier way

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

  • Triggers
  • 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
  • Send SMS Message

    Send an SMS message to Selected Contacts

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How SMS By Automate & Freshsales Integrations Work

  1. Step 1: Choose SMS By Automate 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 SMS By Automate 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, 1:59 am
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