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Customerly + Freshsales Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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
Freshsales Alternatives

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Best Customerly and Freshsales Integrations

  • Customerly Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Customerly 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
  • Customerly Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Customerly 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
  • Customerly Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Customerly 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
  • Customerly Freshsales

    Google Forms + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    Customerly New Response in Spreadsheet
     
    Then do this...
    Freshsales Create Lead

    If you're using Google Forms to capture new leads, this Connect is perfect for you. Once you have set this integration up, we’ll automatically create a new lead on Freshsales with the details from every new response you receive on Google Forms. This integration is a great way to keep your CRM contact list updated to help you expand your business.

    Note: You need a live form that's been set up to collect responses in a spreadsheet, for using this integration.

    How this Google Forms - Freshsales integration works
    • Someone fills out your Google Forms form
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Customerly Freshsales

    Google Sheets + Freshsales

    Create Freshsales leads from new Google Sheets rows Read More...
    When this happens...
    Customerly New Spreadsheet Row
     
    Then do this...
    Freshsales Create Lead
    Freshsales is one of the most recognized customer relationship management platforms and now it has become the backbone of modern businesses all across the world. So, make more of your Freshsales by integrating it with Google Sheets. Once this integration has been set up, whenever a new row is added on Google Sheets, Appy Pie Connect automatically creates a new lead in Freshsales, keeping your CRM up-to-date.
    How this Google Sheets - Freshsales integration works
    • A new row is added in Google Sheets
    • Appy Pie Connect creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Customerly Freshsales

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    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Customerly + Freshsales in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Customerly & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Customerly 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 Customerly and Freshsales

Customerly is a technpogy company that helps businesses to get more customers and stay in touch with them. Customerly offers both the customer relationship management (CRM. software and the marketing automation software. The motto of Customerly is “Making B2B Sales Fun Again”.

Freshsales is an integrated sales software for small and mid-size businesses. It was founded by Sachin Agarwal, an alumnus of IIT Roorkee and IIM Ahmedabad. The motto of Freshsales is “Work Less, Sell More.”

Integration of Customerly and Freshsales:

At first glance, integration of Customerly and Freshsales might look like a disadvantage for small and mid-size businesses because it will require to spend more money on the technpogy. However, integration of Customerly and Freshsales will be beneficial for them in the long term. Integration of Customerly and Freshsales helps to save time and improve the productivity. It also helps to increase revenue and reduce business costs. Integration of Customerly and Freshsales will make the workflow easier and faster. It will also enable the sales team to have better visibility of leads by tracking leads across all platforms. Integration of Customerly and Freshsales will help the sales team to have better visibility of leads by tracking leads across all platforms.

Benefits of Integration of Customerly and Freshsales:

Integration of Customerly and Freshsales will help the sales team to have better visibility of leads by tracking leads across all platforms.

Integration of Customerly and Freshsales will help to save time and improve the productivity by creating workflows between CRM and marketing automation software.

Integration of Customerly and Freshsales will help to increase revenue by automating the sales process, making it easy for the sales team to fplow up on leads.

Integration of Customerly and Freshsales will help to reduce business costs by eliminating the need for double data entry in CRM and marketing automation software.

In conclusion, integration of Customerly and Freshsales will help small and mid-size businesses to achieve their goals in a simple way. It will enable them to focus more on the revenue generation rather than on managing their technpogy.

The process to integrate Customerly 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.