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Freshsales Integration

Integrate Freshsales with 400+ apps and create workflow automations using Monkedo, the no-code automation tool. Freshsales is a customer relationship management (CRM) software designed to help businesses manage their sales pipeline and customer interactions effectively. It offers tools for lead management, contact management, email tracking, and sales forecasting. Freshsales also includes features like built-in phone and email, workflow automation, and reporting and analytics to streamline sales processes and improve team productivity. With its intuitive interface and customizable workflows, Freshsales enables sales teams to nurture leads, close deals faster, and maintain strong relationships with customers throughout the sales cycle.

No triggers available for this app. Do you need one? Contact us.

Actions

Action components allow you to perform operations on the app.

Create Contact

Creates a contact in Freshsales. See the docs here.

List Companies

Lists companies. See the docs here.

How to Integrate Freshsales?

For Freshsales integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Freshsales.
  5. Drag and drop the Freshsales component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Freshsales account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!