Freshworks CRM (Freshsales Suite) + Dashly Integration

Integrate Dashly to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each lead handled. Capture visitor details, create contacts, update accounts, and track deals automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Dashly
    Lead is created in Dashly
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for Dashly + Freshworks CRM (Freshsales Suite) Integration

Capture website visitors as leads, create matching CRM contacts, log accounts, update deals, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Dashly + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Dashly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Freshworks CRM (Freshsales Suite) contact and Dashly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Dashly + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) deal for new Dashly contact

This automation makes it easy to create new deals in Freshworks CRM (Freshsales Suite) when a new contact is created in Dashly. Just connect your accounts, and every time a new contact is created in Dashly, a new deal will automatically be created in Freshworks CRM (Freshsales Suite).

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Dashly + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Dashly contact

Freshworks CRM (Freshsales Suite) and Dashly are two powerful cloud-based tools that can be used to improve business productivity. Using this Freshworks CRM (Freshsales Suite) - Dashly integration, you can automatically create task in Freshworks CRM (Freshsales Suite) whenever a new contact is created in Dashly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Dashly + Freshworks CRM (Freshsales Suite) flow

Extend your automation pipeline with email marketing, messaging, spreadsheets, and scheduling tools. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Dashly
+
MailchimpMailchimp (8)
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TypeformTypeform (8)
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SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
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CalendlyCalendly (8)
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ZoomZoom (8)
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Add every new Dashly lead to Freshworks CRM (Freshsales Suite) as a contact, and subscribe them in Mailchimp.
New Dashly leads appear in Freshworks CRM (Freshsales Suite) as contacts instantly and get subscribed in Mailchimp without manual data entry.
D
F
M
When a lead is created in Dashly, create a Freshworks CRM (Freshsales Suite) contact and send a welcome email in Mailchimp.
Trigger welcome campaigns immediately by syncing Dashly leads to Freshworks CRM (Freshsales Suite) and Mailchimp in one go.
D
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When a lead is created in Dashly, create a Freshworks CRM (Freshsales Suite) deal and update subscriber tags in Mailchimp.
Keep sales pipelines and email marketing tags aligned the moment a new visitor converts in Dashly.
D
F
M
Create a Freshworks CRM (Freshsales Suite) task for every Dashly lead, and add the contact to Mailchimp.
Ensure sales reps follow up on Dashly leads while adding them directly to your Mailchimp marketing list.
D
F
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If a new Dashly lead includes company details, create a Freshworks CRM (Freshsales Suite) account and subscribe them in Mailchimp.
Route enterprise leads to Freshworks CRM (Freshsales Suite) accounts and segment them in Mailchimp automatically.
D
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When a Dashly lead is created, update Freshworks CRM (Freshsales Suite) contact records and update subscriber status in Mailchimp.
Keep contact records and subscriber statuses synchronised across your CRM and email marketing platforms.
D
F
M
C
Use ChatGPT to analyse every new Dashly lead, create a Freshworks CRM (Freshsales Suite) contact, and subscribe qualified leads in Mailchimp.
Leverage AI to qualify website leads before creating CRM contacts and triggering targeted Mailchimp campaigns.
D
F
M
S
When a lead is created in Dashly, create a Freshworks CRM (Freshsales Suite) contact, subscribe them in Mailchimp, and notify your sales team in Slack.
Notify your team in Slack while syncing new Dashly leads to Freshworks CRM (Freshsales Suite) and Mailchimp.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Dashly

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Dashly
Dashly Triggers & Actions
Lead is created in Dashly
Triggers the automation when a new lead is created
Try it →
No action is available

What can you automate with Dashly + Freshworks CRM (Freshsales Suite)?

Streamline your lead conversion and sales pipeline by automating repetitive data entry tasks between Dashly and Freshworks CRM (Freshsales Suite).

What you can automate?
🔄
Sync Dashly leads to Freshworks CRM contacts automatically
Turn every website visitor captured in Dashly into a structured contact record inside Freshworks CRM (Freshsales Suite) the moment they convert. Eliminate manual copy-pasting and ensure immediate database updates.
📋
Capture every submitted custom field and detail
Map all available lead answers and form fields from Dashly into separate Freshworks CRM (Freshsales Suite) contact fields instead of just names and emails. Your CRM becomes a richer source for sales outreach.
🔔
Alert your sales team the second a lead arrives
Trigger instant team notifications in Slack or email whenever a high-value visitor converts in Dashly and populates Freshworks CRM (Freshsales Suite). Ensure sales reps never miss a hot opportunity.
🔀
Route leads conditionally based on submitted company data
Check submitted criteria from Dashly to decide whether to create a Freshworks CRM (Freshsales Suite) account for enterprise prospects or a standard contact for individual leads.
📝
Keep CRM contact details updated as interactions evolve
Automatically update existing Freshworks CRM (Freshsales Suite) contact records whenever new activity or visitor data is registered in Dashly, maintaining pristine data hygiene.
🛡️
Create or update contacts without generating duplicates
Safely check existing records before adding new entries, ensuring your Freshworks CRM (Freshsales Suite) database remains clean when repeat leads convert in Dashly.
💼
Track deals and tasks for every new prospect
Automatically create associated deals and follow-up tasks in Freshworks CRM (Freshsales Suite) the moment a new lead is captured through Dashly.
🔗
Extend your workflow to Slack or Google Sheets
Push automated notifications to Slack or log backup records in Google Sheets immediately after Dashly and Freshworks CRM (Freshsales Suite) complete their core actions.
And much more...

Who is Dashly + Freshworks CRM (Freshsales Suite) integration for?

Revenue and sales teams managing high-volume website traffic can eliminate manual entry and keep conversion pipelines updated in real time.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Growth operations teams
Growth operations teams
Account executives
Account executives
CRM administrators
CRM administrators
📈
Performance marketers
You're running acquisition campaigns driving traffic to Dashly but your tracking tools only update when someone manually exports leads, so the conversion counts you're optimising against are always hours behind — this integration means every new lead lands in your CRM instantly and your campaign reporting stays current.
Sales development reps
You need to act fast on incoming website enquiries, but leads sit in Dashly until someone checks the dashboard, resulting in delayed follow-up calls — automating both apps means every lead triggers a contact and task immediately so you can reach out while interest is highest.
📋
Agency account managers
You answer to clients who want to see pipeline progress, but manually transferring prospect data between tools creates reporting delays and friction — connecting these apps means every form submission and visitor inquiry updates your pipeline without manual intervention.
🚀
Growth operations teams
The volume of incoming website visitors is too high for anyone to keep up with by hand, causing missed prospect records and inconsistent database hygiene — automating both apps means every lead and account is logged accurately at scale without human error.
💼
Account executives
You own the deal closing stage and depend on marketing teams to hand over lead data cleanly, but details often get lost in transit — this integration means every visitor submission flows straight into your pipeline with complete contact history intact.
🔍
CRM administrators
You need a reliable history of prospect interactions and keep finding gaps caused by manual data entry mistakes — connecting these apps means your CRM database maintains a complete and unbroken record of every customer touchpoint.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Dashly

Build and manage your Freshworks CRM (Freshsales Suite) + Dashly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Dashly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Dashly to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Dashly to Freshworks CRM (Freshsales Suite) in just 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking apps like Slack and Google Sheets.
Can I automatically sync new Dashly leads as Freshworks CRM contacts?
Frequently Asked Questions
Can I connect Dashly, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dashly and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Dashly handle lead creation events in this integration?
Frequently Asked Questions
Can Freshworks CRM contacts be updated automatically from Dashly visitors?
Frequently Asked Questions
Do I need coding skills to automate Dashly and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Dashly and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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