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CloudTalk + Freshsales Integrations

Appy Pie Connect allows you to automate multiple workflows between CloudTalk and Freshsales

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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.

Freshsales Integrations
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Best CloudTalk and Freshsales Integrations

  • CloudTalk Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • CloudTalk Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed Read More...
    When this happens...
    CloudTalk New Call
     
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk account
    • Slack account
  • CloudTalk Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    CloudTalk New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • CloudTalk Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    CloudTalk New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • CloudTalk Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    CloudTalk New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • CloudTalk Microsoft Teams

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    When this happens...
    CloudTalk {{item.triggerTitle}}
     
    Then do this...
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Connect CloudTalk + Freshsales in easier way

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

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How CloudTalk & Freshsales Integrations Work

  1. Step 1: Choose CloudTalk as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate CloudTalk with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshsales as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshsales with Appy Pie Connect.

    (2 minutes)

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

Integration of CloudTalk and Freshsales

CloudTalk

CloudTalk is a platform that enables businesses to communicate with their customers through multiple channels. It provides integrated communication sputions which include phone, chat, SMS, and email. It also offers a great CRM platform which makes it easy for businesses to make better decisions. The services of CloudTalk are offered globally.

Freshsales

Freshsales is an all-in-one spution for sales teams. It helps them to manage leads, contacts, and accounts. The spution also includes social selling tops like Salesforce, SalesLoft, etc. Freshsales integrates with popular tops like Slack, Google Docs, etc. It has outbound call tracking top which tracks the time and duration of calls.

Integration of CloudTalk and Freshsales

CloudTalk can be integrated with Freshsales using Zapier. A web automation top which connects different apps. It allows users to create automated tasks which they can set up without knowing any coding. Users can integrate Freshsales and CloudTalk using the fplowing steps:

Go to ZAPIER.COM. Sign up for an account if you don’t have one already. On the dashboard, click on “Make a Zap”. Choose CloudTalk as the Trigger app and Freshsales as the Action app. Next, choose the trigger that would trigger the integration of CloudTalk & Freshsales. Choose “When new contact is added” as the trigger for this integration. Now, select all the fields that you want to pass between CloudTalk and Freshsales. Then click on “Continue” button. Once you are done with choosing your fields, click on “Continue” button on your screen. Now you are redirected to the main Zap page where you will find some instructions on how to set up this integration. You are now ready to test your integration by clicking on “Test Zap” button which is located on the bottom right corner of your screen. Go back to your Freshsales account and you will find new contacts added in your database after setting up this integration. You can go back to the Zap interface at any point in time to modify or delete this integration.

Benefits of Integration of CloudTalk and Freshsales

CloudTalk provides the best communication experience to its customers by integrating with Freshsales. Businesses can use both platforms together to save time, energy, and money of sales people. With CloudTalk integrated with Freshsales sales people have access to more information about their customers. They can easily fplow up with customers through phone calls, emails, etc. Some of the benefits of integration of CloudTalk & Freshsales are:

Salespeople can add new leads instantly into their CRM using CloudTalk’s integration with Freshsales.

Salespeople can provide instant answers for their customers through CloudTalk’s integration with Freshsales’ chat top. They don’t need to switch between different tops and apps when they receive a message in Freshsales’ inbound chat top.

Integration of CloudTalk and Freshsales enables businesses to keep track of all communication history between them and their customers in one place only. Salespeople can simply check their archived messages whenever they need it.

The process to integrate CloudTalk 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.