Supercharge Freshsales - Accelerate your Sales
FunnelFLARE provides a bi-directional connection Freshsales CRM. FunnelFLARE adds some killer features to Freshsales:
- Contact insertions
- Click to call from within Freshsales
- Prospect Insights
- Scheduled contact sync
- Lead scoring
- Automated task scheduling
- Appointment scheduling
If you are interested in trying this out ...
FunnelFLARE Lead Insights for Freshsales
To get the most out of FunnelFLARE and Freshsales, your first step should be to install the FunnelFLARE Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into Freshsales.
Data flowing to Freshsales from FunnelFLARE happens when a prospect does something that FunnelFLARE is tracking. For example, a prospect fills out a form, this could create a new deal in Freshsales.
Note: Data flowing FROM Freshsales to FunnelFLARE is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).
The CRM Contact Update system sets up the connection between Freshsales to FunnelFLARE. It is not a scheduler ... there is a real-time update from Freshsales to FunnelFLARE whenever a contact is updated in Freshsales.
Setting Up Freshsales and FunnelFLARE Communication
You will be provided with an API Key
Copy the API Token
Browse to Administration->Account Settings. Click on the 'Integrations' tab..
Whenever a contact is pushed to Freshsales from FunnelFLARE, the standard and custom fields in FunnelFLARE can be mapped to the standard/custom fields in Freshsales. You must set this mapping up for FunnelFLARE to know which fields to update in Freshsales. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab.
You can map FunnelFLARE fields to Freshsales Fields:
If you do not have an account yet ... get your FREE trial account here: Click For Free Trial
Importing Contacts From Freshsales -> FunnelFLARE
After Freshsales has been linked to your account, importing contacts is easy. In FunnelFLARE, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Freshsales:
You will be given full control over what to do if contacts exist, what fields map to what, etc.
Automatically update contacts in FunnelFLARE from Freshsales
One of the more powerful features of the FunnelFLARE-Freshsales integration is the ability to update contacts in FunnelFLARE automatically. To automatically push changes from Freshsales to FunnelFLARE, use the contact import scheduler (Contacts->CRM Contact Updates ). Freshsales will update FunnelFLARE on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFLARE.
Note: as with any import, FunnelFLARE will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.
Automatically Schedule Tasks in Freshsales
If you are looking to have marketing email sends and marketing email opens in Freshsales, you will want to use the Activity Scheduler workflow item.
In any workflow you can use automation to schedule tasks in Freshsales. Drag the Freshsales Task onto the workflow.
Click To Call
As FunnelFLARE is a call tracking platform, you can do outbound call tracking from within Freshsales.
Using the Chrome Extension
Buy at least on call tracking number. (Assets->Call Tracking Numbers).
You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in FunnelFLARE and you are set.