Freshworks CRM (Freshsales Suite) + BaseLinker Integration

Connect Freshworks CRM (Freshsales Suite) to BaseLinker - Automate your workflows in 1-click

Make use of Freshworks CRM (Freshsales Suite) automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. BaseLinker automations help you streamline order processing, manage inventory levels, and improve customer communication. Skip the manual back and forth! Easily automate the flow of data between Freshworks CRM (Freshsales Suite) & BaseLinker using Integrately.
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Freshworks CRM (Freshsales Suite) + BaseLinker Integration

Create BaseLinker invoice from new Freshworks CRM (Freshsales Suite) deal

Do you use Freshworks CRM (Freshsales Suite) to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in BaseLinker?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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BaseLinker + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact from new BaseLinker order

As an online store owner, you're likely using BaseLinker to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate BaseLinker with Freshworks CRM (Freshsales Suite)? This integration will allow you to automatically create a contact for each new order in Freshworks CRM (Freshsales Suite).

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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BaseLinker + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) account from new BaseLinker invoice

If you're a small business owner who uses BaseLinker to manage your finances, you may be wondering if there's a way to automatically create a account profile in Freshworks CRM (Freshsales Suite) whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Freshworks CRM (Freshsales Suite) and BaseLinker!
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Freshworks CRM (Freshsales Suite) + BaseLinker Integration
1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a new contact is created

  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a contact is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a deal is updated

  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a deal is created

  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a new task is created

  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)

    Triggers the automation when a new account is created

  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)

    Triggers the automation when an account is updated

  • BaseLinker
    Order is created in BaseLinker

    Triggers the automation when a new order is created

  • BaseLinker
    Invoice is created in BaseLinker

    Triggers the automation when any invoice is added or modified

2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)

    Finds and retrieves contact information

  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)

    Adds a new contact to the database

  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)

    Finds and retrieves contact information using their email address

  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)

    Updates contact information with new details

  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)

    Finds information about a contact using the phone number

  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)

    Retrieves a contact's information based on their id

  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)

    Adds a note to a contact

  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)

    Creates a task to follow up with a contact

  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)

    Removes a contact from the address book

  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)

    Generates a new deal with

  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)

    Retrieves a deal by its id

  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)

    Searches for a deal by its name with

  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)

    Creates a new task for a particular deal

  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)

    Adds a note to a deal

  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)

    Updates deal information based on new criteria or changes

  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)

    Adds or update contact information

  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)

    Generates a new account

  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)

    Creates a task to follow up with a account

  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)

    Retrieves account information based on the account id

  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)

    Searches for an account using the name

  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)

    Adds a note to the account without manual input

  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)

    Marks the task as completed

  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

    Retrieves a task using its id

  • BaseLinker
    Create order in BaseLinker

    Creates a new order

  • BaseLinker
    Update order in BaseLinker

    Updates the status and details of an existing order

  • BaseLinker
    Search order by phone in BaseLinker

    Searches for orders using phone information

  • BaseLinker
    Search order by email in BaseLinker

    Searches for an order using the provided email address

  • BaseLinker
    Get order by Id in BaseLinker

    Retrieves an order by its id

  • BaseLinker
    Add invoce in BaseLinker

    Generates and add a new invoice to the system

  • BaseLinker
    Add a tracking number in BaseLinker

    Assigns a tracking number to a shipment

  • BaseLinker
    Get order package in BaseLinker

    Retrieves and process order packages

  • BaseLinker
    Add payment in BaseLinker

    Adds payment details to the system

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