Freshworks CRM (Freshsales Suite) + Folioze Integration

As an online store owner, you're likely using Folioze 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 Folioze 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.

Integrating your Freshworks CRM (Freshsales Suite) with your Folioze, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Folioze - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

If you're using Freshworks CRM (Freshsales Suite) to manage your sales leads, it's important to also use Folioze to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Freshworks CRM (Freshsales Suite), a corresponding contact will automatically be created in Folioze.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

When a new Form response is created in Folioze, Create account in Freshworks CRM and Create deal in Freshworks CRM.

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Freshworks CRM (Freshsales Suite).

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Folioze, it will trigger a corresponding deal creation in Freshworks CRM (Freshsales Suite).

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.