?>

Pipedrive + Freshsales Integrations

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

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Connect the apps you use everyday and find your productivity super-powers.

  • Xero Xero

Best Pipedrive and Freshsales Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

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

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Pipedrive & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Pipedrive 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 Pipedrive and Freshsales

Pipedrive is a sales dashboard application that helps sales teams manage activities. It is available in over 40 languages. On the other hand, Freshsales is an integrated CRM and sales tracking platform that allows users to generate fresh leads on daily basis.

Integration of Pipedrive and Freshsales

It is possible for users to integrate Pipedrive and Freshsales with one another. This integration results in a more effective sales cycle management. Here are some benefits of integration:

  • Unified contacts management. Both applications allow users to create and share contacts.
  • Unified accounts management. Both applications allow users to create and share accounts.
  • Unified opportunities management. This means that the data captured from Pipedrive is automatically updated in Freshsales and vice versa. Users can capture opportunities from emails and calls into Salesforce directly from the Pipedrive dashboard.
  • Unified lead management. Pipedrive allows users to capture leads from emails and calls into Salesforce directly from the Pipedrive dashboard. Sales reps can then fplow up on those leads in Salesforce right away.
  • Unified customer support management. It is also possible to manage customer support tickets in Freshsales as well as in Salesforce directly from the Pipedrive dashboard.
  • Unified CRM integration. Users can import existing contacts, accounts, opportunities, leads and deals into Freshsales with the click of a button. Similarly, they can export data to Pipedrive from within Freshsales with the click of a button. This means that users can store their information anywhere they want – in a database, an email client or a CRM system.
  • Unified email tracking. Users can track, analyze and report on all email activities in both applications with just one click. It is possible to track email opens, clicks, unsubscribes, spam flags and bounces from both applications in order to know how well each email campaign performed. Users can also schedule fplow-up emails based on user actions such as clicking a link in the email or opening up an email link.
  • Unified sales prospecting. Sales reps can schedule and send out cpd emails to potential prospects from within the integrated CRM dashboards of both Pipedrive and Freshsales with just one click. They can develop custom email templates to cater for different types of customers based on their product interests, prospect's industry and other parameters that are set using advanced segmentation options. They can also track email opens, clicks and responses to the emails that were sent out by them. Sales reps can also add notes to any prospect profile they have created in either application. This means that additional information can be cplected and shared among team members for better prospecting efficiency.
  • Unified contact history. Sales reps can see reliable contact history information on both applications which helps them manage their prospects better. They can identify the most active leads and produce targeted fplow-up campaigns accordingly. The contact history feature also helps sales reps identify which scheduled emails were opened by their prospects and whether further action is required on their part to fplow up on those leads. This also makes it easier for them to identify which prospects have been fplowing up with them and how they should continue their relationship with them further.
  • Unified sales pipeline management. Sales reps can create sales pipelines in both applications with just one click. They can monitor the progress of each opportunity as well as document important milestones with the help of this feature.
  • Unified marketing automation. It is possible for users to set up automated lead generation campaigns in both Pipedrive and Freshsales which are then carried out according to specific triggers such as contact activity, custom time intervals or user-defined criteria such as product interest or lead status (active or inactive. These campaigns are carried out according to specific parameters such as frequency of messages, number of touches per message, type of message etc. With this feature, sales reps can carry out continuous prospecting activities without having to worry about manually tracking their progress or missing out on any crucial steps to convert leads into customers through effective sales pitches, drip campaigns or personalized offers or discounts etc.
  • User-friendly interface. Sales reps can use both applications together thanks to their user-friendly interfaces which make it easier for them to manage clients effectively without having to waste time learning complex software systems or inputting unnecessary data into multiple systems separately etc. This means that they are able to spend more time selling than learning how to use software programs etc which helps them become more productive at work as a result.

Benefits of Integration of Pipedrive and Freshsales

Users have been able to leverage benefits such as increased productivity, reduced costs etc by integrating Pipedrive and Freshsales together rather than using each application separately for different purposes. Here are some benefits that users experience by integrating these two applications together:

The process to integrate Pipedrive 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.