Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.
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 + SlackSend message in Slack when a new lead is created in Freshsales Read More...
Freshsales + GmailWelcome new Freshsales customers with personalized emails from Gmail Read More...
Freshsales + Microsoft TeamsSend message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
Google Forms + FreshsalesCreate Freshsales leads from new Google Forms submissions Read More...
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.
Google Sheets + FreshsalesCreate Freshsales leads from new Google Sheets rows Read More...
It's easy to connect Revolut + Freshsales without coding knowledge. Start creating your own business flow.
Triggers when you exchange, send or receive money.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Creates a new lead.
Updates an existing lead.
Revput announced in 2018 that it will integrate its payment cards with Freshsales CRM to help its users manage their sales calls and meetings. Now, they can easily add information about their contacts to the meeting from within Freshsales CRM. This will allow them to effectively prepare for the meeting along with creating tasks and notes right from within the app. Also, the integration of Freshsales and Revput provides the fplowing benefits for sales reps:
They can use their Revput card to pay for meals and travel expenses during their outbound sales calls. They can receive a discount on Uber rides that are paid through their Revput account. They can now track their daily spending using Freshsales CRM and Revput account balance. They can easily share their location in Freshsales CRM with clients or prospects during the outbound sales calls. They can easily subscribe to email lists by entering a name and email address into Revput (instead of copying the data from a separate website.
The integration of two apps will also provide the fplowing benefits for small business owners:
They can use Freshsales CRM to track all of their sales activities including leads, emails, phone calls, meetings, and presentations associated with potential customers. They can also use Freshsales CRM to track information about their existing customers including purchases, customer feedback, and referrals. They can automatically create tasks, notes, and contacts about important customers from within Freshsales CRM when they make a purchase using their Revput card. They can monitor daily expenses using Freshsales CRM and Revput account balance. They can manage their leads and pipeline using Freshsales CRM. They can also monitor their productivity using Freshsales CRM reports. They can easily export contacts into Freshsales CRM from within Revput or navigate directly to a contact in Freshsales CRM from within Revput. They can easily book a meeting using the integration of Revput and Freshsales.
Revput is a financial pioneer that has helped millions of people around the world stay on top of their money, every day. By leveraging their expertise in financial services, Revput aims to build better software for businesses across Europe. Whether it’s helping small businesses book meetings via email, or managing expense tracking on the go, Revput aims to make business management easier for European entrepreneurs.
The process to integrate Revput 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.