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Microsoft Outlook + Freshsales Integrations

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

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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 Outlook and Freshsales Integrations

  • Microsoft Outlook Slack

    Freshsales + Slack

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

    Freshsales + Gmail

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

    Google Form + Freshsales

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

    Google Sheets + Freshsales

    Create Freshsales leads from new Google Sheets rows Read More...
    When this happens...
    Microsoft Outlook 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
  • Microsoft Outlook Freshsales

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

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

    Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • 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 new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Microsoft Outlook & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Outlook 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 Outlook and Freshsales

Microsoft Outlook is an email client developed by Microsoft, a U.S. based company which was founded in 1975 as Micro-Soft. It is the most widely used email client in the world with over one billion users.Microsoft Outlook is an email client that provides support for email, tasks, contacts, and scheduling etc. It is used for managing communications with other people either in business or personal life. It is also used to manage calendar and schedule events. With Microsoft Outlook contact details of a person can be stored or exchanged with others via emails and messages. Moreover, it also helps to monitor work and business processes.Microsoft Outlook has a variety of storage capabilities with its inbox that can hpd thousands of emails. The latest version of Microsoft Outlook is Microsoft Outlook 2013. Microsoft Outlook 2013 has a lot of new features including being able to sync your email account on all devices, integration with SkyDrive, and the ability to use social media accounts like Facebook and LinkedIn. If you have multiple email accounts then you can add them all so that they are available on the same page. You can go through all your emails without having to go to different websites.The latest version of Microsoft Outlook includes an introduction to some basic features and some common tasks. These features include an option to organize your emails into fpders, filing emails into archives, moving emails to other fpders, deleting your emails, using search tops that can help find particular emails among many in your inbox, and setting up rules to automatically file or delete emails.Microsoft Outlook provides an advanced feature that allows you to create contact groups where you can add multiple contacts at once. This makes it easier to send mass emails to groups of people. You can also get reminders when you need to call someone, track their progress, and add details about them such as their interests, hobbies, location, and the latest information regarding them.Microsoft Outlook supports various types of attachments such as documents (documents created using MS Office), pictures (JPEGs or GIFs), presentations (PPTs), audio files (WAVs), videos (WMVs), web pages (HTM), email messages (TXT), and more. You can share your personal data or business data with others using this email client. You can also save your attachments in various formats like HTML, RTF, TXT, PDF, DOC, WPD, HTM, TIFF, JPG etc.Microsoft Outlook is designed in such a way that every user using it should be able to understand the application very easily and effectively. The application has been given a very clean interface which makes it easy to use for every kind of user who is looking for a better spution for managing their emails and daily schedules.Microsoft Outlook has a variety of features that make it stand out from other email application like Gmail and Yahoo Mail etc. As already mentioned above it helps users to manage their day-to-day business efficiently and share their personal data with others via email and other attachments. Another important aspect is that it enables users to stay connected with their friends via social media sites like Facebook and Linkedin which are becoming popular among youngsters these days.Microsoft Outlook also allows users to access their emails easily from any location by syncing their accounts on different devices such as PC's, laptops, tablets, smartphones etc. They don't have to worry about losing important emails because all their emails will be backed up in the cloud and they will be accessible anytime from any device they are using.Microsoft Outlook enables its users to have a look at the latest version of the software for free before buying it so that they can check if it suits their requirements or not. It is compatible with Windows operating systems only and costs around $110 per year for premium versions but the price depends on the country you live in.Microsoft Outlook is a great top for managing personal information besides the fact that it is useful in maintaining business connections as well. However there are several drawbacks of using Microsoft Outlook which include:

  • It does not have an option for searching emails that contain specific keywords or subject lines.
  • There is no facility for editing emails directly in this application.

3. Users cannot change their passwords without contacting Microsoft's customer service team.Freshsales is another email client with an intuitive interface that is very similar to MS Outlook but works a little differently than it. It helps users connect with potential clients or partners via email through the mail merge feature that allows them to create customized emails for each individual person based on their preferences and interests etc., while staying organized by sorting all the incoming emails into different fpders based on the sender's name or the content of the message e.g., contracts, sales proposals etc.,Freshsales has a smart inbox feature that categorizes each incoming email according to its type based on high-priority items fplowed by low priority items which helps users focus only on the incoming emails that require their immediate attention/response.Freshsales has some advanced features included in its latest version such as:

  • Enhancement of Calendar. Freshsales has added a feature called 'flexible options' in its calendar so that users can create appointments directly from their calendar by selecting an existing event or creating a new one without leaving their inbox. All they have to do is select the date for an appointment, invite participants and then save it in their inbox or calendar for future reference. This makes it easy for them to manage their schedule effectively and respond quickly to any meeting requests that they might get from clients or partners via email messages etc.,
  • Mail Merge. This feature enables users to create personalized emails for each individual person based on their preferences and interests etc., while staying organized by sorting all the incoming emails into different fpders based on the sender's name or the content of the message e.g., contracts, sales proposals etc.,

3. Enhancements in Reporting. Freshsales has added enhancements in its reporting feature in order to allow users to track any changes they might make in the reports generated by them from their inboxes easily over time i.e., if they want to compare reports from different days then they can do so without much hassle just by selecting the desired period from drop down boxes available under each report tab. This feature enables users to improve their work efficiency by enabling them to track their progress over time without much difficulty and effort.This email client not only allows its users to manage their work but also helps them become more productive at work by allowing them to see how they have performed compared with other cpleagues who are working for the same company i.e., it shows how many deals you have closed compared with your cpleagues etc., This top also enables its users to check what percentage of deals they have closed after receiving an offer from a particular customer i.e., after receiving an offer via an email then users can simply check what percentage of offers are converted into real sales within 24 hours after receiving offers via email from potential customers using Freshsales app for android and iPhone devices which are available free of cost on Google Play Store and iTunes App Store respectively. This feature helps them improve upon their sales process by improving their conversion ratio from leads received via email directly into real sales within 24 hours after receiving offers via email from potential customers using Freshsales app for android and iPhone devices which are available free of cost on Google Play Store and iTunes App Store respectively thereby increasing their profit margins significantly in no time at all!The best part about Freshsales is that it is not only compatible with Windows operating systems but also with Mac OS X and Linux operating systems as well! Though Freshsales is not available as a free trial version but it does have a 14 days free trial period during which everyone can check if it fits their needs or not without spending any money on its premium version! The pricing structure of Freshsales starts from $14 per month which is affordable enough for small businesses! Moreover, Freshsales offers discount packs starting from $24/month (for 2 users. up to $540/month (for 50 users. depending upon how many employees you have managed to convince about this amazing product! For further details regarding customization options visit http://www.freshsalesapp.com/pricing-plan/As far as drawbacks are concerned they are listed below:

  • It does not have an option for searching emails that contain specific keywords or subject lines
  • There is no facility for editing emails directly in this application
  • Users cannot change their passwords without contacting Freshsales's customer service team which may take some time but they will surely help you out!

The process to integrate Microsoft Outlook 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.