Quickly integrate Freshsales with Dynamics 365 using Recursyv Seamless to power data syncing.
The synchronisation options allow you to quickly setup syncing of data (Accounts, Contacts, Leads, Deals) between Freshsales and Dynamics.
Sync Customers (Accounts) & Contacts to keep customer master data up-to-date in both systems. Updates made in one system will synchronise to the other. This allows different teams (e.g. a helpdesk team and a sales team) who are using different systems work off an up-to-date data set.
Freshsales Lead -> Dynamics Lead provides a reference view of Freshsales Leads within Dynamics. Leads will be updated into Dynamics Leads allowing users in Dynamics to view lead progress.
Freshsales Deal -> Dynamics Opportunity syncs provides a reference view of Freshsales Deals within Dynamics. Deals will be updated into Dynamics Opportunities allowing Dynamics users to view Opportunity progress.
Once setup, the integration is operated as a managed service by Recursyv.
In order to provide connection details for each application (Freshdesk & Dynamics 365), you will need to contact Recursyv.
In the course of this conversation, we will confirm data mappings, refresh frequency and any other requirements.