Freshsales - Overview
The Freshsales section walks you through connecting WhatConverts to Freshsales so leads are pushed into your sales pipeline and deal value flows back into your marketing reports. These articles cover setup, lead delivery, value syncing, and troubleshooting.
Why It Matters
A working Freshsales integration ensures your marketing leads reach your sales team with full attribution. This section helps you:
- Connect WhatConverts to Freshsales and verify the integration.
- Understand how data flows between the two platforms.
- Send leads from WhatConverts to Freshsales with source and campaign details.
- Receive quote and/or sales value from Freshsales back into WhatConverts.
- Validate and troubleshoot the integration to keep data accurate.
With Freshsales connected, your marketing reports reflect real pipeline activity and closed revenue.
Articles in This Section
- What is the Freshsales Integration?
- Connect WhatConverts to Freshsales
- Understand the Freshsales Integration
- Send Leads from WhatConverts to Freshsales
- Send Quote and/or Sales Value from Freshsales to WhatConverts
- Validate and Troubleshoot Your Freshsales Integration
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