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MongoDB + Freshsales Integrations

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

About MongoDB

MongoDB is an open-source document-based database management tool that stores data in JSON-like formats. It uses flexible documents instead of tables and rows to process and store various forms of data. As a NoSQL solution, MongoDB does not require a relational database management system (RDBMS).

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 MongoDB and Freshsales Integrations

  • MongoDB Slack

    Freshsales + Slack

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

    Freshsales + Gmail

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

    Freshsales + Microsoft Teams

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

    Google Form + Freshsales

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

    Google Sheets + Freshsales

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

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

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

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

    Triggers
  • New Collection

    Triggers when you add a new collection.

  • New Database

    Triggers when you add a new database.

  • New Document

    Triggers when you add a new document to a collection.

  • New Field

    Triggers when you add a new field to a collection.

  • 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 Document

    Create a new document in a collection of your choice.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How MongoDB & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate MongoDB 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 MongoDB and Freshsales

Freshsales is an integrated platform for sales people to manage and automate their work. It enables companies to manage their sales processes from lead generation to closing a deal. As a cloud based software, it helps companies to manage their customer relationships and help them grow. Freshsales integrates with multiple third-party softwares like Salesforce, Quickbooks, Mailchimp and more. While Freshsales is a great software, the team at Freshsales felt that integrating with an open source database like MongoDB would make an even better product. The Freshsales team also wanted to make their customer’s life easier by integrating with MongoDB.

MongoDB is an open source NoSQL database used by many companies around the globe. It is one of the most popular databases out there and has been growing in popularity since its creation in 2007. MongoDB is known for its flexibility as a database. It is very easy to use and scale. It uses JSON documents as its primary data type which makes it easy to use from any language. MongoDB stores data in a cplection and then organizes the cplections into databases. It supports replication and horizontal scaling of data to provide high availability.

Integration of MongoDB and Freshsales

MongoDB and Freshsales have a similar architecture. Both use JSON documents as their primary data type, so they are easily integrated. Since both products use JSON documents, it allowed Freshsales to use the existing document structure of MongoDB to integrate with Freshsales. By using the existing structure of MongoDB, developers did not have to learn anything new when working on the integration project.

The integration of MongoDB and Freshsales was done through custom developed connectors (for both read and write. between MongoDB and Freshsales. These connectors were developed by leveraging MongoDB’s JavaScript driver by using the NodeJS framework. The connectors are open-source and can be found on Github. The read connector is still in development, but the write connector is already available for users. The goal of the read connector is to allow users to read their data from MongoDB into Freshsales without writing any code. However, this feature currently only works with small datasets.

The integration of MongoDB and Freshsales allows users to directly connect MongoDB with Freshsales via APIs instead of going through the standard ETL process. The ETL process is manual and requires a lot of effort to maintain data integrity between the two different systems. This manual process is time consuming and difficult to maintain. The goal of the integration was to create a seamless integration between the two products thus making it easy for users to build integrations with other systems without having to worry about data integrity issues.

Benefits of Integration of MongoDB and Freshsales

With the integration of MongoDB and Freshsales, users can achieve significant cost savings by eliminating manual ETL processes. These manual processes are time consuming and difficult to maintain. They also require a lot of resources such as engineers who are familiar with ETL processes and have good understanding of data integrity issues. With the integration of MongoDB and Freshsales, users do not have to worry about maintaining data integrity between two different systems because the integration enables users to directly connect MongoDB with Freshsales via APIs instead of going through the standard ETL process.

Freshsales’ integration with MongoDB has benefitted many customers all over the world by enabling them to save money, save time, and deliver better customer experiences. Currently, the integration has over 200 users who are using it every day for their sales needs across various industries including ecommerce, SaaS, SAAS, education etc.

The process to integrate MongoDB 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.