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
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:
- 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...
- Schedule trigger ✓
- On create / update tirgger ✓
- Manual trigger ✓
- Webhook tirgger ✓
- Trigger by other automation ✓
Get in touch with one of our consultantsGET IN TOUCH
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).