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Your No-code and AI Automation PartnerBoost Sales Efficiency with Freshsales Automation
Streamline your sales pipeline by automating critical tasks in Freshsales. From lead management to follow-up reminders, enhance your sales workflow to close deals faster and grow your revenue more efficiently.
When a Lead Created
1. Notify Sales Team
Instantly alert the sales team on Slack.
Perform an Action
2. Log Lead Details
Automatically log new lead information in a spreadsheet.
Perform an Action
3. Add Lead to Campaign
Send new leads to a Mailchimp email campaign.
Perform an Action
4. Create Follow-up Task
Generate a follow-up task in Trello for new leads.
When a Deal Closed
5. Generate Invoice
Automatically create an invoice in QuickBooks.
- Repeat -
Automation Benefits
Unlock Key Benefits of Freshsales Automation
Empower your sales process with automated solutions in Freshsales.
Enhanced Data Accuracy
Reduce human error by automating lead entry and updates.
Faster Response Times
Automate notifications and follow-ups to engage leads swiftly.
Improved Team Collaboration
Sync sales processes across platforms for seamless teamwork.
Better Resource Allocation
Leverage automation to free up sales resources for strategic tasks.
Scalable Sales Processes
Support business growth with adaptable sales automation.
Comprehensive Process Insights
Gain deeper insights into sales performance with automated reporting.
Features
Advanced Freshsales Automation Features
Explore robust automations to enhance Freshsales functions.
- 1Automated Lead Entry
Seamlessly capture leads from various sources into Freshsales.
- 2Custom Follow-up Reminders
Automate timely follow-up reminders to keep leads engaged.
- 3Intelligent Lead Scoring
Utilize AI-based prioritization to focus on promising leads.
Outcomes
Drive Results with Freshsales Automation
Discover the impactful outcomes of automating Freshsales processes.
25%
Increased Lead Conversion Rate
40+ hours/month
Reduction in Manual Tasks
15% increase
Improved Revenue from Automation
FAQ
Freshsales Automation FAQs
Answers to common questions about automating Freshsales processes.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.