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CRM and sales event tracking

Freshsales

  • 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 

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Segment makes it easy to set up Freshsales

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.

Tracks open deals, deals in progress, and deals won so teams can track signups, upgrades, renewals, and customer progress
Tracks open deals, deals in progress, and deals won so teams can track signups, upgrades, renewals, and customer progress

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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. 


Try Segment

Segment makes it easy to set up Freshsales

Getting Started with Segment

Segment is the infrastructure for your customer data. Use one API to unlock 200+ tools for every team in your company. With Segment, developers can stop building tedious and expensive one-off data integrations while business users can get straight to work, turning on their favorite apps right from the Segment dashboard.