Marketing Automation

Freshsales

CRM and sales event tracking

Provides data on conversations, open deals, tasks, and open appointments, so sales teams can view customer information at a glance
Allows sorting, funnel tracking, and filtering of all sales activity to report growth and identify potential errors
Tracks cross-device conversations and automates activity timeline, so marketers can segment and track customers based on behavior
Enables personalized templates and email management, so teams can interact directly with customers

How Freshsales works

Freshsales is a relatively new CRM with many features for sales teams. Aside from more standard CRM features you’d expect, a big plus that Freshsales offers is the ability to stream outside data about your leads and customers into its platform. The system will use all that data to power workflows, take immediate action, and score leads with AI. All you need to do is get all that data flowing into Freshsales. Unfortunately, the process for getting custom data into Freshsales is pretty convoluted. You’ll need to learn the Freshsales API and write scripts to manipulate it or use tools that pull data from internal databases or 3rd party tools and load it into Freshsales.

Get more out of Freshsales with Segment

The Freshsales integration on Segment can accept all the customer data you’re sending to Segment’s API. As soon as a visitor on your site is identified in Segment, they’ll be added as a lead or contact with name, email, phone, and any custom traits you’ve included in Freshsales. Throughout the customer lifecycle you can also update objects and deals through the Segment API.

In addition to people data, Freshsales uses pageview and event data to show you what people are doing on your site. The information is also used to power its lead scoring algorithm. Your Segment events, custom properties, and pageviews, are all sent through to Freshsales automatically.

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Integrate Freshsales with Segment

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