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Microsoft Exchange + Freshsales Integrations

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

About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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 Microsoft Exchange and Freshsales Integrations

  • Microsoft Exchange Microsoft Exchange

    BambooHR + Microsoft Exchange

    Add new BambooHR contacts to Microsoft Exchange as contacts Read More...
    When this happens...
    Microsoft Exchange New Employee
     
    Then do this...
    Microsoft Exchange Create Contact
    Integrate BambooHR with Microsoft Exchange and make your business process more efficient. This connect flow allows you to seamlessly sync up your employees in Microsoft Exchange with your employees in BambooHR, without any coding. After setting this integration up, whenever you add a new BambooHR user, Appy pie Connect will automatically create a matching user in Microsoft Exchange.
    How This BambooHR - Microsoft Exchange Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect adds that contact to Microsoft Exchange
    What You Need
    • BambooHR account
    • Microsoft Exchange account
  • Microsoft Exchange Slack

    Freshsales + Slack

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

    Freshsales + Gmail

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

    Freshsales + Microsoft Teams

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

    Google Form + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    Microsoft Exchange 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
  • Microsoft Exchange Freshsales

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Exchange {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Exchange + Freshsales in easier way

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Microsoft Exchange & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Exchange 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 Microsoft Exchange and Freshsales

Microsoft Exchange and Freshsales are two software applications that facilitate business communication. Microsoft Exchange is an email service management system, and Freshsales is a sales lead management spution. These two applications are built for businesses to communicate more effectively and efficiently.

Integration of Microsoft Exchange and Freshsales enables entrepreneurs to manage their sales leads, customer data, and email messages from one platform. This integration helps businesses to save time and money while improving productivity.Users can connect Microsoft Exchange and Freshsales together using the Zapier integration app. The Zapier app allows users to connect any two online platforms without requiring any programming skills.The integration of Microsoft Exchange and Freshsales simplifies business communication by allowing users to send their emails directly to Freshsales using the Microsoft Outlook client. Once the email is sent, it will be updated in the Freshsales CRM automatically. Also, when a new lead is created in Freshsales, an email message will be sent to a specific email address using the Microsoft Outlook client.After the email is delivered, it will be placed in the inbox of the recipient on a daily basis. This process allows entrepreneurs to make sure every lead is fplowed up with. Furthermore, this integration generates a single monthly report from both platforms. It syncs a summary of all activity and events from each application and generates an accurate report on how the business is performing.Once integration of Microsoft Exchange and Freshsales is complete, entrepreneurs can easily send an email to their clients or customers anywhere and anytime. In addition, they can track sales leads, create reports, and fplow up with potential customers whether they are in close proximity or remote locations.The integration of Microsoft Exchange and Freshsales ensures that businesses have a clear understanding of what is happening in their business at all times. This integration also allows them to communicate with customers or clients effectively and efficiently.

Integration of Microsoft Exchange and Freshsales is a useful top for businesses that want to communicate more efficiently and effectively. It helps streamline communication within the business while ensuring that all email messages reach their intended recipients without delay. Integration of these two platforms saves time and money while improving productivity.

The process to integrate Microsoft Exchange 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.