Unify sales and marketing

The modern sales process demands you equip your sales team with the perfect tools in their toolbox—your sales CRM. This is where customer insights are stored so sales reps can understand the buyer journey to engage and improve sales performance.

Segment is “a single platform that collects, stores, and routes your user data to hundreds of tools with the flick of a switch.” By integrating Freshsales with Segment, get to know who your customers are and what they are doing on your website, mobile app or cloud app, directly from the sales CRM. Increase your rep’s chances of closing deals with this powerful integration at zero cost.

Identify, Track, Page

Freshsales supports three API calls in Segment: Identify, Track, and Page.

When a visitor on your site signs up, a lead or contact record is automatically created in Freshsales. Any action performed by the user—downloading a whitepaper, registering for an event—is tracked and recorded in their activity timeline as “events.” The pages they view on your website are also captured in Freshsales. With this integration, make your sales CRM the source of truth and empower your sales reps to sell better. When a customer calls, know their website activity from their activity timeline, personalize conversations and improve customer satisfaction.

That’s not all. Use the data collected from Segment to prioritize leads, by configuring lead scores.

Learn more about lead scoring

Do all of this and more with your sales CRM

Connect your mailbox

Access your emails from customers and prospects in Freshsales.

Open and click notifications

Get real-time alerts on email opens, link clicks and new emails. Connect at the right time.

Email scheduling

Schedule emails at a date and time when your customers are most likely to read them.

Email-to-lead

See your emails automatically linked to the appropriate lead or contact’s record.

Calendar sync

Sync all your appointments between your Google account and Freshsales.

Forward emails

Sell from any inbox, forward or BCC emails, and follow up on conversations right from Freshsales.

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