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Freshsales Phone System Integration (VoIP / Dialer)

Freshsales Integration

  • Watch video
  • Call your customers with a click
  • Save time with entering information
  • Always have the right information on hand
  • Synchronize your contacts
  • Watch video
  • Call your customers with a click
  • Save time with entering information
  • Always have the right information on hand
  • Synchronize your contacts

Introduction

  • Call your contacts in one click, directly from Freshdesk thanks to the integrated dialer.
  • Save time for you teams by eliminating time-consuming and manual tasks.

Call your customers with a click

Call your contacts directly from your Freshsales interface with the integrated Ringover dialer. No more manual dialing, your teams make calls in one click with the click-to-call functionality.

Save time with entering information

The list and details of all your calls (tags, notes) and text messages are automatically recorded in Freshsales. Your sales team will no longer spend time manually entering call notes with each prospect.

Always have the right information on hand

When a prospect calls, their details will automatically appear, allowing your sales team to better focus on what matters- selling!

Synchronize your contacts

With our bidirectional contact synch, you can be sure that your Freshsales data and contact info are always up to date.

Do you use Freshsales and want to integrate your phone system?

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Freshsales Integration FAQ

  • How to integrate telephony functionality into Freshsales to improve the sales process?
  • Can we make phone calls in Freshsales?
  • Can we create an omnichannel experience with Freshsales?
  • What are the features of Freshsales-Ringover phone integration?
  • How much does the Freshsales-Ringover phone integration cost?
  • What is the best phone integration for Freshsales?
  • Which VoIP providers are compatible with Freshsales?

How to integrate telephony functionality into Freshsales to improve the sales process?

Freshsales has its own telephony functionality. However, it is not as robust as a solution specifically designed for business telephony. To have an ample selection of telephony features you’ll need to use a third party tool like Ringover. Here are the steps to follow to combine the two tools:

  1. First make sure you are logged into your Ringover Business account as an administrator on both Ringover and Freshsales.
  2. Go to the Freshsales settings to get your API key. Copy it.
  3. Go to the Ringover dashboard in the “Integrations” section and click the “activate” button on the Freshsales tile.
  4. That’s it! You have now integrated Ringover and Freshsales! You can now configure this integration by mapping the Freshsales and Ringover user accounts of your choice.

Can we make phone calls in Freshsales?

Yes, Freshsales includes a telephony feature that has the essential features for businesses such as call recording or the ability to get a foreign number.

Can we create an omnichannel experience with Freshsales?

Freshsales CRM software alone cannot create an omnichannel experience. However, you can integrate it with other tools to achieve this. Omnichannel communication solutions like Ringover’s cloud contact center can be combined with Freshsales to unify your communication channels such as SMS, WhatsApp, Instagram, Facebook Messenger, or even video conferencing to give your customers a seamless experience when they contact you.

What are the features of Freshsales-Ringover phone integration?

The Freshsales-Ringover phone integration allows the sales teams to enjoy the following benefits:

  • Eliminate repetitive tasks, as every piece of information changed in the CRM is automatically reflected in the phone system, avoiding the entry of the same data twice and limiting the risk of errors.
  • Data is always up to date, thanks to automatic synchronization between the software.
  • Easily retrieve calls and text messages sent via Ringover in Freshsales.

How much does the Freshsales-Ringover phone integration cost?

All Ringover integrations are free of charge as they are included by default in the Business plan. This ensures that you don’t have to pay any additional fees to benefit from them. In addition, Ringover will provide support if you integrate a self-developed tool with our cloud telephony solution.

What is the best phone integration for Freshsales?

The best telephony solution to combine with Freshsales is Ringover. It is easy to combine, saves time on every call or text sent and simplifies the call annotation process, all while contextualizing each exchange thanks to the shared history between the two software.

Which VoIP providers are compatible with Freshsales?

There are a lot of Freshsales compatible with VoIP software. This isn’t surprising, given the popularity of the software solutions developed by Freshworks. The notable Freshsales-compatible VoIP telephony solutions include: