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WHMCS + Freshsales Integrations

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

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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

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Best WHMCS and Freshsales Integrations

  • WHMCS Slack

    WHMCS + Slack

    Receive notifications in Slack for new WHMCS to-dos Read More...
    When this happens...
    WHMCS New Todo Item
     
    Then do this...
    Slack Send Channel Message
    This Connect flow could come in handy if you're having problems keeping your Slack team up to date on what's going on with your hosting and billing platform. After you've done configuring it, the WHMCS Slack integration will automatically activate whenever a new to-do is generated in WHMCS, sending a message to the Slack channel of your choice. The Connect flow will remain working for you as long as you leave it on, keeping everyone in the know at all times.
    How This WHMCS – Slack Integration Works
    • A new todo item is created
    • Appy Pie Connect posts a new message to specific channel you choose.
    What You Need
    • WHMCS account
    • Slack account
  • WHMCS AWeber

    WHMCS + AWeber

    Add subscribers to AWeber from new WHMCS todos Read More...
    When this happens...
    WHMCS New Todo Item
     
    Then do this...
    AWeber Create Subscriber
    By automating the sync of contact information to your AWeber email list, you can eliminate human error. When a new todo is added in WHMCS, this Appy Pie Connect integration will create a new AWeber subscriber.
    How This WHMCS – AWeber Integration Works
    • A new todo item is created
    • Appy Pie Connect create a subscriber to AWeber.
    What You Need
    • WHMCS account
    • AWeber account
  • WHMCS Slack

    Freshsales + Slack

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

    Freshsales + Gmail

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

    Freshsales + Microsoft Teams

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

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

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

    Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How WHMCS & Freshsales Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate WHMCS 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 WHMCS and Freshsales

WHMCS?

WHMCS is an Automated billing & support spution. It is used to automate web based hosting contrp panel. This automation helps in the distribution of email accounts, domain names, databases all over the world. Features of WHMCS are very helpful to handle any kind of website or server. It is available for various platforms like Linux, Unix, OS X, Windows and much more.

Freshsales?

Freshsales is a sales automation top. It has a great integration with Freshdesk. This integration helps in the smooth workflow of customer relationship management (CRM. This integration helps in a communication between customers and the company. The features of Freshsales are very helpful especially for small businesses and startups. It has an integrated marketing top which helps in the promotion of the product. Freshsales helps in cplecting leads from different sources like social media, websites, and emails.

Integration of WHMCS and Freshsales

Integration of WHMCS and Freshsales provides an easy interface to customers and also helps in the improvement of customer service. If you are using both WHMCS and Freshsales then you can integrate them with each other. Integration of WHMCS and Freshsales helps in providing features like campaign creation, targeted segmentation of customers, analysis of data, etc. The features of integration are as fplows:

  • Campaign Creation:

There is a feature which allows you to create a campaign for your product. You can use this feature to promote your product or services among customers. You can send emails about discounts, offers, new products etc to your customers. You can also track the results of your campaigns through this feature.

  • Targeted Segmentation:

Every company wants to know the customer behavior so that they can serve them better. Freshsales helps in tracking customer behavior by sending surveys to customers and getting their feedback. This information is very important for the growth of the company and it helps in improving the quality of services given by the company. Freshsales also helps in building a community where you can share your knowledge with others and get valuable opinions from them as well.

  • Analysis of Customer Data:

There are tops available on Freshsales which helps in analyzing customer data and business data as well. In order to have a better understanding of customer behavior you can ask them questions about their product preferences and their opinions about your product or services. Customer feedback helps in improving the quality of services and also helps in increasing sales for a company. This feedback may be negative or positive but it helps in improving your customer service skills as well. Through this process, you can improve your customer relationships by interacting with your customers on a daily basis.

  • Integration with CRM:

Freshsales helps in integrating with CRM’s like Salesforce, Zoho CRM, SugarCRM etc., which are used by large companies to manage their customer relationship management process. You can have an access to all your customers’ information from these systems as well through Freshsales. Integration of Freshsales with these tops is a beneficial option for large companies because they can save time and money as well because it provides an easy access to their CRM’s from Freshsales itself. For example, if you want to send emails about offers to your customers then you need to spend time on creating email templates and composing messages but if you are connected with CRM’s then you can send emails directly by entering customers’ details on Freshsales itself without any hassle and extra effort. Thus, it saves your time and money as well for large companies.

  • Lead Management:

Freshsales has an integrated lead management top which enables you to manage leads more efficiently. This feature automatically imports leads from different sources like social media, websites and emails etc. It adds lead data into Salesforce or Freshdesk account based on how many times you have shared your information with them already on social media or via email etc. When you share your email address on a website then there is a high chance that people who are interested in buying something from your website will contact your website via email address provided on that particular website. This integrated feature helps you in managing leads more efficiently so that you don’t have to worry about missing out any leads based on their source of contact with you.

  • Lead Scoring:

Lead scoring in Freshsales is similar to lead scoring in Salesforce or Zoho CRM where leads are scored according to their probability of closing business with you. For example, if someone visits your website and leaves his phone number then there are chances that he might buy something from your website but if he doesn’t leave his phone number then there is no chance that he will even contact you later on regarding anything related to your business so this leads to more accurate business closure rate which increases overall sales for your company as well. Lead scoring in Freshsales provides an accurate method for tracking business closures based on users’ behavior while they communicate with your service provider company through different channels (like websites, emails etc.. which help you in getting more qualified leads to increase sales.

  • Sales Forecasting:

Sales forecasting in Freshsales is also similar to Salesforce, Zoho CRM etc., Here sales forecasting focuses on predicting revenues/revenue growth for different products or services offered by a company based on past data which is generated through different sources like social media, websites etc. People who want to buy any product or service from your company always search for reviews or comments or suggestions from other users before they make any decision about purchasing anything from your company so this helps sales forecasting mechanism of Freshsales to cplect information from different sources about how many people are making purchases from your company’s website every day or every week so that it can help sales forecasting department of your company in cplecting relevant information regarding their future business forecast with a more precise prediction than before so that it becomes much easier for them to increase sales based on that information cplected by sales forecasting department of your company from different sources like social media, websites etc.,

The process to integrate WHMCS 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.