Custom software that works with Freshsales
Freshsales, from Freshworks, is a straightforward CRM for sales teams. A connection keeps it fed without anyone retyping enquiries.
Discuss your projectJobs a Freshsales connection can take off your plate
- Website and quote-tool enquiries create contacts and deals with the source attached
- Won deals trigger onboarding in your own app or portal
- Activity from your other tools logged against the right contact
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Freshsales has a REST API for contacts, accounts and deals, authenticated with an API key from your account.
Good to know
- Custom fields are mapped once so new data always lands in the right place.
- Some features depend on your Freshsales plan. This is checked first.
Often connected alongside
Quotes become invoices, and paid invoices move the job along on their own.
Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
WordPressYour WordPress site's forms connected to your CRM, with every lead followed up automatically.
MailchimpCustomers and leads added to the right Mailchimp audience and tags automatically.
Website enquiries, quotes and job updates flowing in and out of ServiceM8.
ZapierWhen Zapier is enough, when it isn't, and how to make what you've built reliable.
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