With the Freshsales and Segment integration, you can collect customer data from various customer touchpoints (web, server, cloud apps, or mobile). Once the data is collected, Segment sends it to Freshsales (or any analytical tool they are integrated with), helping you capture all your prospects and important activities performed by the customer in Freshsales.
Your salespersons can now prioritize these contacts, reach out to them and close more deals.
Using the Freshsales and Segment integration you can:
– Create or update contacts.
– Capture the pageviews.
– Track events that you’ve asked for.
When and why is it needed?
When you are a small company, pushing user data from your website or mobile app (writing a suitable code) to integrate your website/app into a tool won’t be difficult. Primarily because you might only integrate your product with a few other tools.
But as your company grows, so does the list of integration tools you have to deal with. It is difficult to integrate your website with each tool. Adding code snippets from each tool is not something your engineering team would prefer. Every time you adopt a new tool and want to push data to it, you’ll require help from developers.
That’s where integration with Segment comes in handy.
To integrate with Segment
- Prepare the data you send to Segment, according to their specified format (one-time preparation)
- Segment processes the data from your website/app
- Finally, a toggle switch pushes the processed data into the tools you’ve chosen
What are the different sources from which contacts are captured through Segment into Freshsales?
You can either push data from,
– Website visits, page views, and sign-ups (Client-side)
– Payment confirmation, team inbox configuration, and the likes (Server-side)
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For example, You can treat the web and mobile platforms for the same organization as two different sources and push data into Segment. Data from both the sources are pushed to all chosen tools from Segment.
What are the different methods used in this integration?
The following methods are used:
- Track: The Track method helps you record any actions your users perform along with any properties that describe the action. For example: You can use this method to log the actions performed like button clicks.
- Identify: The Identify method ties a customer and their actions to a recognizable ID. For example: You can use this method to create a new website visitor as a contact.
- Page: The Page method lets you record visitor action. For example, You can use this method to capture the list of pages the user visited in your website.
Refer this article to know more.
How to integrate Freshsales with Segment?
You can integrate Freshsales with Segment from the Segment portal. The integration is quick and easy.
Here’s how you do it,
- Login to Segment, Go to Sources and add the source platform from which you want to add your contacts or capture page views or track events
- Go to Destinations and add the destination as Freshsales
- Click Configure Freshsales and add the API token and Freshsales subdomain
- Enable the Segment toggle button. Freshsales automatically sends a request to Segment with your API key and Subdomain name.
Note: To find the API key, login as administrator in Freshsales > Click on the profile icon > API Settings > copy the API key
- You can check if Freshsales has been configured properly by looking at the status of the app in the Destination tab.
- All activities related to your contact will now be updated in the activity timeline on the corresponding contact’s detail page in Freshsales.
Comment below and let us know how this integration has helped you, and how we can make it better.
For all queries, contact us at crm-support@freshworks.com. We are always happy to help you!
