New App: Increase Your Sales Team’s Conversions and Productivity with Freshsales

Increasing productivity and driving sales are all about giving your team the right tools.

Freshsales empowers your team to succeed by providing those tools in a single, intuitive platform. With built-in email and phone services, you can automatically log all conversations and call prospects with just one click––both from the same app. Since your acquisition workflows occur in the same app, you can use the activity tracking feature to refine your sales strategy and discover what works best. Plus, the built-in lead scoring AI helps your team prioritize leads by identifying the prospects in your pipeline who are most likely to convert.

Now that Zapier is included in the mix, your team can ramp up their productivity with automation. Whether you’re looking to funnel new prospects from lead gen tools, post updates to your team’s chat channels, or add new contacts to other apps, Freshsales + Zapier has you covered with connections to over 750 of the apps you use to build relationships and close deals.

Want to see the integration in action? Check out these tutorials of Freshsales connecting with TypeForm, Calendly, Slack and Google Sheets.

How Freshsales Works with Zapier

Triggers

• New Lead: Triggers when a new lead is created.
• New Contact: Triggers when a new contact is created.

Search

• Find Contact: Find an existing contact by email.
• Find Lead: Find an existing lead by email.

Actions

• Create Lead: Creates a new lead.
• Add Note to Contact: Adds a note to a contact.
• Update Lead: Updates an existing lead.
• Add Note to Lead: Adds a note to a lead.
• Create Contact: Updates an existing lead.
• Update Contact: Updates an existing contact.

Automation Inspiration

Get started with these sample Zaps:

Funnel Leads from Other Apps

Keep Your Contacts Up-to-Date

How To Automate Freshsales With Zapier

1. Sign up for a Freshsales account, and make sure you have a Zapier account

2. Try some pre-made Freshsales integrations and learn more about how Freshsales works with Zapier

3. Check out our Freshsales help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Freshsales and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Freshsales with Zapier.