Freshsales integrates with Salespanel using Zapier. Zapier is an automation solution that is supported by almost all major sales and marketing applications. Both Salespanel and Freshsales support Zapier.
Open Workflow Automation settings from the Plugins & Integrations section on your Salespanel dashboard and follow through the Zapier setup process. If you don’t already have a Zapier account, you will need to create one. Creating your Zapier account is a really easy process that can be completed in minutes.
During the setup process, you will be provided four main trigger options for Salespanel:
Contact Identified: This will export all individual contacts from your Salespanel account when they are captured.
Visiting Company Identified: This trigger will create Organizations on your Hubspot account when a company is identified on your website.
Contact is Qualified for a Feed: Use this option to export individual contacts/organizations who are found qualified based on ICP alignment, segments and lead score.
Lead Score Updated: This trigger will update lead score in real-time on Salesforce.
Follow through the process and you will be taken to the next step where you have to set up the Action.
Search for Freshsales and you will have these trigger options:
Create Lead: You can use this Action to export prospects that are captured on your Salespanel account to your Freshsales account. A lead and his business information will be exported from Salespanel.
Create Deal: To take a lead through your sales pipeline, you will need to create a deal. You can set up a sequence to import leads from Salespanel and automatically create a deal. This trigger is useful for transferring qualified leads straight into the sales pipeline.
Create Account: An account is a prospect company that you want to sell to. All leads and contacts who are part of the business will be associated with the account. With this trigger, you can create accounts for interested companies that have been identified by Salespanel.
Create Contact: Contacts are individuals associated with the prospect company. Ideally, these are the individuals that are captured from your lead forms, live chat software and email campaigns by Salespanel. With this trigger, you can send these contacts to your Freshsales account and create a ‘Contact’.
Select your desired action, map your account and data points and complete the integration setup. Please get in touch with us if you need any help.