Freshworks CRM (Freshsales Suite) + Salesforce Marketing Cloud Integration

Connect Freshworks CRM (Freshsales Suite) to Salesforce Marketing Cloud - 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. Set up Salesforce Marketing Cloud automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Freshworks CRM (Freshsales Suite) & Salesforce Marketing Cloud using Integrately.
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Freshworks CRM (Freshsales Suite) + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Freshworks CRM (Freshsales Suite) contact

Anytime a new contact is added to your Freshworks CRM (Freshsales Suite), automatically send them a email through Salesforce Marketing Cloud letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Freshworks CRM (Freshsales Suite) - Salesforce Marketing Cloud integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Activate
Freshworks CRM (Freshsales Suite) + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Freshworks CRM (Freshsales Suite) contact

If you're using Freshworks CRM (Freshsales Suite) to manage your sales leads, it's important to also use Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Activate
Freshworks CRM (Freshsales Suite) + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Freshworks CRM (Freshsales Suite) task

With this Freshworks CRM (Freshsales Suite) - Salesforce Marketing Cloud integration, whenever a new task is created in Freshworks CRM (Freshsales Suite), email will be sent via Salesforce Marketing Cloud. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Activate
Freshworks CRM (Freshsales Suite) + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Freshworks CRM (Freshsales Suite) deal

Whenever a new deal is created in your Freshworks CRM (Freshsales Suite), you'll want to communicate with your team to make sure everyone is on the same page. Sending Salesforce Marketing Cloud email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Freshworks CRM (Freshsales Suite) - Salesforce Marketing Cloud integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Activate
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Freshworks CRM (Freshsales Suite) + Salesforce Marketing Cloud 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

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

  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud

    Adds a new record to a data extension within a particular system

  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud

    Updates or inserts a record into a data extension to ensure that it's up-to-date

  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud

    Sends a transactional email using triggersend

  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud

    Adds new users to the subscription list

  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

    Confirm the validity of an email address

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Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.

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Salesforce Marketing Cloud is an integrated platform that helps marketers deliver personalized experiences across every customer touchpoint, every channel, every device—across the entire customer journey.

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