What is the Freshsales Integration?

Who has access to this feature?

Access level: All Users

The Freshsales integration allows you to sync lead data and sales information between WhatConverts and Freshsales, enabling you to track which marketing efforts generate leads and revenue while keeping your CRM updated with fresh contacts.

Note: Freshsales requires a paid plan to use Zapier integrations.

Why Use the Freshsales Integration?

By integrating Freshsales with WhatConverts, you can maintain a complete view of your customer journey from initial marketing contact through closed sales. This integration helps you understand which marketing channels generate the most valuable customers and ensures your sales team has immediate access to new leads from your marketing efforts.

This integration enables you to:

Send new lead data from WhatConverts to Freshsales as contacts automatically
Keep your sales team updated with fresh leads without manual data entry
Send quote values and sales data from Freshsales back to WhatConverts
Track complete revenue attribution to understand which marketing sources generate the most sales
Store WhatConverts Lead IDs in Freshsales custom fields for seamless data updates

How It Works

The Freshsales integration operates through Zapier workflows that automatically sync data between WhatConverts and Freshsales. When a new lead is tracked in WhatConverts, a workflow can automatically create a corresponding contact in Freshsales. When a deal closes or a quote is updated in Freshsales, another workflow can send that sales information back to WhatConverts to complete the revenue attribution picture.

Examples of How Businesses Use the Freshsales Integration

Marketing teams send deal and quote values from Freshsales back to WhatConverts to see which campaigns generate real revenue, not just leads.
Sales teams sync closed-won deals from Freshsales to WhatConverts to connect sales outcomes to the original marketing source.
Business owners use sales data from Freshsales in WhatConverts to measure true ROI and invest in the channels that drive the most revenue.

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