Create Freshdesk user for new Salesmate contact
Salesmate + Freshdesk Integration
Freshdesk + Salesmate Integration
Connect Freshdesk to Salesmate in 1 click
Free forever.Use premium features free for 14 days.1.
Ticket is updated in Freshdesk- Ticket note is created in Freshdesk
- Ticket is created in Freshdesk
Contact is created in Salesmate- Contact is updated in Salesmate Instant
- Deal is created in Salesmate
- Deal is updated in Salesmate Instant
- Company is created in Salesmate
- Company is updated in Salesmate Instant
- Activity is updated in Salesmate Instant
- Activity is created in Salesmate
2.
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Ready Workflows for Freshdesk + Salesmate Integration
Just click on the workflow you want to automate
Most popular automations
Create Freshdesk ticket for new Salesmate contact
Salesmate + Freshdesk Integration
Create Freshdesk ticket for new Salesmate deal
Salesmate is a great tool for managing customer relationships. However, when an deal is created in Salesmate, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.
A solution to this problem is to create a ticket in Freshdesk whenever an deal is created in Salesmate. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
See moreA solution to this problem is to create a ticket in Freshdesk whenever an deal is created in Salesmate. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Who Is This Integration For?
Sales Teams
Customer Success Managers
Small Business Owners
Account Managers
Support Teams
Sales Teams
Sales teams often lose track of leads that need immediate follow-up. When leads are captured in their CRM (like Salesmate), they need a way to quickly inform support or customer success for proactive engagement. This disconnect can lead to missed opportunities and unsatisfied potential clients.
Customer Success Managers
Customer Success Managers need to ensure timely and personalized follow-ups with new leads. They struggle to get updates about new leads entering the CRM on time and have difficulty accessing detailed lead data easily for efficient follow-up.
Small Business Owners
Small Business Owners are often time-constrained and need efficient ways to manage both sales and customer support tasks. They struggle with manually transferring information between their sales (Salesmate) and support (Freshdesk) systems, leading to inefficiencies.
Account Managers
Account Managers face challenges in ensuring a seamless transition from sales to customer support. Lack of automated updates between their CRM and support system means they might not be fully informed about ongoing client communications, affecting customer satisfaction.
Support Teams
Support Teams often find themselves uninformed about new customer inquiries that originate from sales interactions. Without automated notifications from CRM entries to their support ticketing system, they might miss crucial context for issues that arise shortly after sales.
What Can You Automate With Freshdesk + Salesmate
Create a Freshdesk ticket for new Salesmate lead
When a new lead is added to Salesmate, automatically create a corresponding ticket in Freshdesk. This helps you ensure that every new lead receives immediate attention and follow-up support, streamlining your customer interaction process.
Update lead status in Salesmate when Freshdesk ticket is closed
Automatically update the lead status in Salesmate when a Freshdesk ticket is closed. This keeps your sales team informed about support progress and ensures they know which leads have had their issues resolved, enhancing coordination between teams.
Notify your support team about new customer inquiries
Send instant Freshdesk notifications to your support team whenever a new customer inquiry is logged in Salesmate. This helps your team to quickly respond to customer needs, improving their satisfaction and experience.
Add Freshdesk notes for Salesmate lead updates
Whenever there’s a new update on a lead in Salesmate, add a note to the corresponding Freshdesk ticket. This provides your support team with the latest information, ensuring they have all the context needed for better customer interactions.
Alert sales team of support ticket resolution
When a Freshdesk support ticket related to a Salesmate lead is resolved, automatically notify the sales team. This keeps them informed on resolution progress and allows them to engage with leads knowing the status of their issues.
And much more...
Top 10 Most Popular Freshdesk Automations from
Integrately Community
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Top 10 Most Popular Salesmate Automations from
Integrately Community
Most popular
01
Create Salesmate contact for new Elementor Forms form submission
02
Create Salesmate contact for new Survey Monkey survey response
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04
Create Salesmate contact for new tawk.to chat
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Create Credit Repair Cloud client for new Salesmate contact
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Send Telegram message for new Salesmate contact
07
Create Salesmate contact for new Webflow form submission
08
Create Salesmate contact for new Simvoly form submission
09
Create Salesmate contact for new Ontraport response
10
Create Salesmate contact for new involve.me participant
Most popular
01
Create Salesmate contact for new Elementor Forms form submission
02
Create Salesmate contact for new Survey Monkey survey response
03
Create Salesmate contact for new WPForms form submission
04
Create Salesmate contact for new tawk.to chat
05
Create Credit Repair Cloud client for new Salesmate contact
06
Send Telegram message for new Salesmate contact
07
Create Salesmate contact for new Webflow form submission
08
Create Salesmate contact for new Simvoly form submission
09
Create Salesmate contact for new Ontraport response
10
Create Salesmate contact for new involve.me participant
How Integrately Works?
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You Can Also Connect Freshdesk or Salesmate With 1400+ Other Apps
Freshdesk
Freshdesk is your one-stop shop for customer support, combining email, phone and social media channels into a single interface. It's easy to use, flexible to customize and delivers a great experience for your customers.
Salesmate
Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.
