Improve collaboration between your sales and marketing teams with Freshmarketer-Freshsales integration. Gain more context about your leads, to deliver personalized and targeted emails that convert better.
Freshmarketer is a complete marketing automation suite that helps you manage your contacts and lists, design, and deliver compelling marketing campaigns and automate your email marketing. With the Freshmarketer-Freshsales integration, it becomes even easier to maintain an organized uniform data of your customer and leads.
With this integration, you can:
* Gain more context about your leads and where they are on their buyers' journey
* Automate your emails with rich visuals, and send relevant and contextual emails on autopilot.
* Sync contacts in real-time in Freshsales and Freshmarketer, so you have a common database for your sales and marketing teams
* Take control of your data - you can choose to pause or stop the sync any time
* Manage the privacy of your contacts - easily unsubscribe or opt out of communication as per their preferences
Steps to integrate Freshsales with Freshmarketer:
Step 1: Connect
On your Freshsales account: Your Freshsales account will have a unique API key for this integration. Login to your Freshsales account. Go to settings => API settings. Copy the API key.
On your Freshmarketer account: Navigate to your Freshmarketer account dashboard. Click on settings from the sidebar. Go to Freshsales under integrations. Provide your Freshsales domain name and paste the copied API key inside Freshmarketer.
Step 2: Settings
Next, you will have the option to configure sync behavior between the Freshmarketer and Freshsales CRM contacts/leads.
Freshsales entities to be synced: The entities on Freshsales that needs to be synced with Freshmarketer whether it is contacts or leads.
Freshmarketer List: Choose the contact list within Freshmarketer that needs to be synced with Freshsales. All the lists inside Freshmarketer will be populated in the searchable drop-down. There is also an option to sync all the contacts in Freshmarketer to keep entire marketing and CRM data in sync.
Sync frequency: The sync frequency is always realtime. Although you can pause/resume the sync.
Direction of Sync:
1 way - Push contacts from Freshmarketer to Freshsales - All the contacts from the chosen Freshmarketer list will be pushed to Freshsales based on the entities(contacts/leads). After the initial sync, if the selected entity is lead, any new contact added to the Freshmarketer list will be created as a new lead in Freshsales provided the below toggle is enabled.
*1 way - Push contacts from Freshsales to Freshmarketer - All the leads/contacts from Freshsales will be pushed to Freshmarketer during the initial sync. Any new lead/contact added in Freshsales post the initial sync will get created as a contact in Freshmarketer.
*2 way - Sync between Freshmarketer and Freshsales - The integration makes sure the list chosen in Freshmarketer is always in sync with the contacts/leads chosen on Freshsales and vice-versa.
Step 3: Field Mapping
Field mapping allows you to map the contact fields that you want to be in sync between Freshmarketer and Freshsales. All contact fields available on the chosen Freshmarketer list will be shown on the left-hand side. The right-hand side will have a drop down, which allows you to map the Freshsales contact fields.
Few default fields will be mapped automatically including email address. The others will be left blank providing you the option to choose the Freshsales contact fields from the dropdown. You can even exclude the fields which you don’t want to sync by leaving it blank.
Step 4: Logs
Logs provide the real-time status of the sync in a tabular format. Once the sync is complete, the details of all the entities created, updated and skipped on the process will appear here. In the case of 2-way sync, logs corresponding to each direction will be displayed in detail.
For more details: https://support.freshmarketer.com/support/solutions/articles/8000075177