Freshsales Integration & Automation

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GET STARTED TODAY - AUTOMATE FRESHSALES

Automation flow builder for Freshsales

Drag & drop automation flow builder

Up to 10X faster than custom development (engineering)

Pre-built automations and outstanding support

Generate PDFs, XSLX, CSVs and custom emails or reports

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dynamic insight - integration flow builder
AUTOMATION AND DATA INTEGRATION

Welcome the automated company

dynamic insight allows you to integrate and automate processes with Freshsales and 80 additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and finance and reporting tools. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder.

This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.

Popular Freshsales automation actions:

Actions

  • Get Users ✓ - Gets all Freshsales Users
  • Delete Deals ✓ - Delete deals in bulk
  • Get Deal Stages ✓ - Fetch all existing deal stages' details in the Freshsales portal. Will give id, name of the deal stages.
  • List Territories ✓ - Fetch all existing territories' details in the Freshsales portal. Will give id, name of the territories
  • Update Lead ✓ - Using this API, you’d be able to update the information of a lead.
  • Get Leads ✓ - List all leads.
  • Get Currency Details ✓ - Fetch all existing deal stages' details in the Freshsales portal. Will give id, name of the deal stages
  • View Lead ✓ - View a lead.
  • Get Contact ✓ - View the details of a contact.
  • And more 14...

Triggers

  • Schedule trigger ✓
  • On create / update tirgger ✓
  • Manual trigger ✓
  • Webhook tirgger ✓
  • Trigger by other automation ✓

Freshsales integrations:

Freshsales Connector IntegrationAirtable Connector Integration
Freshsales <> Airtable Integration
Freshsales Connector IntegrationBoolean Helper Integration
Freshsales <> Boolean Integration
Freshsales Connector IntegrationMulti Case Helper Helper Integration
Freshsales <> Multi Case Helper Integration
Freshsales Connector IntegrationTerminate Helper Integration
Freshsales <> Terminate Integration
Freshsales Connector IntegrationDelay Helper Integration
Freshsales <> Delay Integration
Freshsales Connector IntegrationSQS AWS Connector Integration
Freshsales <> SQS AWS Integration
Freshsales Connector IntegrationTypeform Connector Integration
Freshsales <> Typeform Integration
Freshsales Connector IntegrationZendesk Connector Integration
Freshsales <> Zendesk Integration
Freshsales Connector IntegrationFreshDesk Connector Integration
Freshsales <> FreshDesk Integration
Freshsales Connector IntegrationMagento Connector Integration
Freshsales <> Magento Integration
Freshsales Connector IntegrationPipedrive Connector Integration
Freshsales <> Pipedrive Integration
Freshsales Connector IntegrationSendGrid Connector Integration
Freshsales <> SendGrid Integration
Freshsales Connector IntegrationRecruitee Connector Integration
Freshsales <> Recruitee Integration
Freshsales Connector IntegrationGoogle Translate Connector Integration
Freshsales <> Google Translate Integration
Freshsales Connector IntegrationClearbit Connector Integration
Freshsales <> Clearbit Integration
Freshsales Connector Integrationlexoffice Connector Integration
Freshsales <> lexoffice Integration
Freshsales Connector IntegrationTrello Connector Integration
Freshsales <> Trello Integration
Freshsales Connector IntegrationTrustpilot Connector Integration
Freshsales <> Trustpilot Integration
Freshsales Connector IntegrationUPS Connector Integration
Freshsales <> UPS Integration
Freshsales Connector IntegrationZenloop Connector Integration
Freshsales <> Zenloop Integration
Freshsales Connector IntegrationSalesForce Connector Integration
Freshsales <> SalesForce Integration
Freshsales Connector IntegrationSlack Connector Integration
Freshsales <> Slack Integration
Freshsales Connector IntegrationSpryker Connector Integration
Freshsales <> Spryker Integration
Freshsales Connector IntegrationJira Connector Integration
Freshsales <> Jira Integration
Freshsales Connector IntegrationCoface Connector Integration
Freshsales <> Coface Integration
Freshsales Connector IntegrationDropbox Connector Integration
Freshsales <> Dropbox Integration
Freshsales Connector IntegrationGoogle Sheets Connector Integration
Freshsales <> Google Sheets Integration
Freshsales Connector IntegrationHubspot Connector Integration
Freshsales <> Hubspot Integration
Freshsales Connector IntegrationCrossbase Connector Integration
Freshsales <> Crossbase Integration
Freshsales Connector IntegrationAssetti Connector Integration
Freshsales <> Assetti Integration
Freshsales Connector IntegrationFastbill Connector Integration
Freshsales <> Fastbill Integration
Freshsales Connector IntegrationDict Helper Helper Integration
Freshsales <> Dict Helper Integration
Freshsales Connector IntegrationFTP Helper Helper Integration
Freshsales <> FTP Helper Integration
Freshsales Connector IntegrationLooper Helper Integration
Freshsales <> Looper Integration
Freshsales Connector IntegrationMail Sender Helper Integration
Freshsales <> Mail Sender Integration
Freshsales Connector IntegrationValidation Helper Helper Integration
Freshsales <> Validation Helper Integration
Freshsales Connector IntegrationData Warehouse Helper Helper Integration
Freshsales <> Data Warehouse Helper Integration
Freshsales Connector IntegrationMulti Flow Trigger Helper Integration
Freshsales <> Multi Flow Trigger Integration
Freshsales Connector IntegrationScheduler Helper Integration
Freshsales <> Scheduler Integration
Freshsales Connector IntegrationSpreadsheet Helper Helper Integration
Freshsales <> Spreadsheet Helper Integration
Freshsales Connector IntegrationXML Helper Helper Integration
Freshsales <> XML Helper Integration
Freshsales Connector IntegrationZIP Helper Helper Integration
Freshsales <> ZIP Helper Integration
Freshsales Connector IntegrationJSON Helper Helper Integration
Freshsales <> JSON Helper Integration
Freshsales Connector IntegrationWebhook Helper Integration
Freshsales <> Webhook Integration
Freshsales Connector IntegrationSQL Connector Helper Integration
Freshsales <> SQL Connector Integration
Freshsales Connector IntegrationXLSX Helper Helper Integration
Freshsales <> XLSX Helper Integration
Freshsales Connector IntegrationRest Client Helper Integration
Freshsales <> Rest Client Integration
Freshsales Connector IntegrationFile Storage Helper Helper Integration
Freshsales <> File Storage Helper Integration
Freshsales Connector IntegrationCSV Helper Helper Integration
Freshsales <> CSV Helper Integration
Note: We can create new connections in under 48 hours. Please raise a support ticket here stating the connector, action and your use-case.

Get in touch with one of our consultants

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HOW CAN WE HELP?

Frequently Asked Questions (FAQ)

How can I integrate and automate Freshsales?

First, you need to get in touch with us to sign up for a dynamic insight account. Next, you go to the settings section, where you can authenticate and configure the Freshsales integration, among many others.

My app, tool or system is not listed as an integration above - how can I integrate it?

We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashined systems and interfaces can take more time. Please contact us for details using the contact form.

What is dynamicInsight?

dynamic insight empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.

More technically, dynamic insight provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).