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Slack + Freshsales Integrations

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

About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

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 Slack and Freshsales Integrations

  • Slack Slack

    Freshsales + Slack

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

    Slack + Google Sheets

    Add Slack messages to a Google Sheets spreadsheet Read More...
    When this happens...
    Slack New Message Posted to Channel
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to create an archive for everything posted to your Slack channel, then this integration from Appy Pie Connect can help you save a lot of time. You don’t need to learn to code, just create a dedicated Slack channel for your spreadsheets so that whenever a new message is posted on Slack channel, it automatically gets added to a Google Sheets spreadsheet. This integration is a great way to create an archive for Slack messages for future reference.
    How It Works
    • A new message is posted on you slack channel
    • Appy Pie Connect will copy the message & paste it into a new row in your Google Sheets spreadsheet
    What You Need
    • A Google account
    • A Slack account
  • Slack Todoist

    Slack + Todoist

    Add new starred Slack messages to Todoist as tasks Read More...
    When this happens...
    Slack New Starred Message
     
    Then do this...
    Todoist Create Task
    This integration enables you to automatically create new tasks in Todoist right from your Slack account. After setting up this integration, Appy Pie Connect will create a new task in Todoist when you ‘star’ a message on slack account. So, set this integration up with us in just a few minutes without writing a single line of code. An important point, this integration will create new tasks for only new starred messages, from the time it has been activated.
    How It Works
    • You star a message in Slack
    • Appy Pie Connect will create a Todoist task fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Todoist account
  • Slack Trello

    Slack + Trello

    Create Trello cards from new starred Slack messages Read More...
    When this happens...
    Slack New Starred Message
     
    Then do this...
    Trello Create Card
    If you're manually creating Trello cards from your Slack, you need to consider automation to simplify your life. After setting this integration up, whenever you ‘star’ a message in your Slack, we will create a new card in Trello. This integration will help you manage your workflow efficiently without missing a single task. Enjoy the benefits of workflow automation, set up this integration now! Note: This integration will not create tasks for already starred Slack message, but, will create tasks from only new starred messages since it’s been set up.
    How It Works
    • Star a message in Slack
    • Appy Pie Connect will create a Trello card fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Trello account
  • Slack Trello

    Slack + Trello

    Create Trello Cards from a Slack Channel Read More...
    When this happens...
    Slack New Message Posted to Channel
     
    Then do this...
    Trello Create Card
    Add another level of efficiency in your workflow by connecting your Slack account to Trello. Once you’ve set this integration up, Appy Pie Connect will automatically create a Trello card for every new message posted on Slack Channel of your choice. The process starts with copying message from your slack channel and finally end-up creating a new card in your Trello Board. So, integrate Slack with Trello now and get most out of your team.
    How It Works
    • Someone posts a message on your Slack Channel
    • Appy Pie Connect copies the text and creates a new card in your Trello Board
    What You Need
    • A Slack account
    • A Trello account
  • Slack Trello

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

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

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

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • 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
  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Slack & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Slack 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 Slack and Freshsales

Slack?

Slack is a cloud-based platform for team communication. It is an instant messaging service that allows users to communicate with each other using text and voice messages. In addition, Slack allows you to share files, photos, videos, and links.

Freshsales?

Freshsales is a complete CRM software for small business owners. It helps companies to keep track of their sales pipeline, manage customer relationships, identify potential leads, and close deals.

Integration of Slack and Freshsales

Integration of Slack and Freshsales is one of the best ways to improve the efficiency of the sales pipeline and increase the ROI. The integration of these two applications helps you in finding potential buyers, engage them in conversations and convert them into paying customers.

You can increase the sales by integrating Slack and Freshsales because they allow you to communicate with your clients easily. The integration of these two applications gives you the ability to stay in touch with your clients on a daily basis. Also, it saves time by allowing you to send instant messages from Slack to Freshsales. For example, if your potential client is online on Slack, you can send them an instant message directly from Slack and ask them if they are available to talk. This will save you time as you won’t have to look for information about your clients on another application or try to connect with them over the phone. Instead, you will be able to do all this right from Slack.

That means with the help of Slack, you can easily drop a note to your client and ask them if they have time to talk. This way, you will be able to reach out to your clients when they are online and available for a conversation with you. Moreover, you don’t have to worry about being available at a specific time for your clients because Slack will let them know whenever you are online. This way, you can easily stay in touch with your clients during the entire day. You can also create the schedule of the day so that you can be available during that particular time only. This allows clients to communicate with you when they are free and want your attention. This will help you in saving time as you don’t have to be present at your desk all the time. It will also allow your clients to get in touch with you whenever they want to talk without causing any inconvenience to them.

The integration of Slack and Freshsales will also help you in keeping track of your prospects easily. You can also track all the activities of your prospects on Freshsales using Slack without logging into Freshsales. With a single click, you can view all the activities related with your prospects such as their last activity, notes, emails sent or received, etc. Also, if someone from your team wants to contact a prospect then you can easily refer them to the play of the conversation between them on Freshsales through Slack. This way, everyone will be able to access the information about prospects without logging into Freshsales.

Benefits of Integration of Slack and Freshsales

There are many benefits of integration of Slack and Freshsales but some of them are mentioned below:

  • Customization:

It is very easy to customize Slack by creating new channels and adding new people to it. You can also connect it with different third-party apps such as Google Drive or Dropbox so that all the files are stored in one place. It makes it easier for other people in communicating with each other and sharing files while working on a project together.

  • Instant Message:

It helps in sending instant messages among the employees who are a part of the same team or department. It allows them to share information quickly without having face-to-face conversations or even emailing each other. Everyone in a team gets notified as soon as there is a message sent by anyone else in the team. So, it saves time as well as provides instant spution to problems that arise during work hours. For example, if someone needs help with something then they can simply drop a note through Slack and get help from others immediately without wasting their time in searching for someone who can help them spve their problem. If someone has dropped a note about an urgent issue then it will notify all other team members about it so that they can provide their help if possible.

  • Search Options:

It has search options that can be used for searching anything stored on Slack including files, messages, topics, contacts, etc. It enables users to search for anything in one go instead of searching for different things separately using different search engines or applications. For example, if someone wants to find out more about a particular client then they can simply search for it on Slack and get all the information about it instantly.

  • Alerts and Notifications:

It provides alerts and notifications about important events such as new file uploaded on cloud storage or new message received from a particular contact on Slack. Users can configure alerts based on their needs so that whenever an event happens then they get notified about it right away without having to log into Slack again and again. This way, users can stay up-to-date about everything happening in their team’s channel without having to take extra steps or waste time looking for something important in Slack which they might have missed due to some reason. For example, if someone is working late night then they don’t have to log into Slack again and again just because someone has sent them an important message during those hours or if someone has uploaded something new on cloud storage then they don’t have to look for it manually on every application where they have stored it instead they can simply get notified about it right away so that they don’t miss it every time something important like this happens on their account.

  • File Sharing:

It allows users to share files easily without leaving Slack. They just need to upload files onto cloud storage such as Google Drive or Dropbox and share links to these files with other people so that everyone can access them easily through Slack whenever they want to do so. This makes it easier for users to share files quickly without wasting their time by logging into multiple applications just because they need a file saved in one location only. It also allows users to store everything in a centralized location so that everyone can access information about files easily without having to spend hours in looking for them every time they need something new saved somewhere else after finishing working on a project or task themselves before moving onto something else new.

The process to integrate Slack 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.