Integrate Freshsales with 24sessions to automatically create leads or contacts and add notes when potential customers schedule a video call.
Freshsales integration with video calling
Create a professional video calling experience for your clients. Customers will be able to book a meeting, scheduled a demo, receive personal advice or for a nice catch-up. Through our integrated calendar, customers can book you directly in your agenda. After the session, customers can leave you a review. With this integration between 24sessions and Freshsales, it's all synchronized.
The Freshsales and 24sessions integration works via Zapier. Through Zapier, you're able to integrate 24sessions with all your favourite apps. Follow this step-by-step guide to integrate Freshsales and 24sessions.
1. Sign in with your Freshsales account and your 24sessions account to get started.
2. Sign up for a Zapier account.
3. In Zapier, click the 'Make a Zap!' button on top.
4. Select 24sessions as the trigger app.
5. Choose a trigger from 24sessions.
e.g.: 'Meeting Created'
6. Choose Freshsales as the action app.
7. Choose an action for Freshsales.
e.g.: 'Create Lead'
8. Test & Save