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mageplaza.com

How to Integrate Freshsales with Magento 2

Summer Nguyen | 11-10-2022

How to Integrate Freshsales with Magento 2

The Most Popular Extension Builder for Magento 2

With a big catalog of 224+ extensions for your online store

There are many businesses that grow over time, while others experience huge swings and eventually descend.

What’s the difference?

The polarity lies in how they focus on building customer relationships to the next scale. Customer is always king (and always right)!

By integrating a CRM (Customer Relationship Management) system with your Magento 2 store, you can create a seamless customer relationship and maintain their loyalty.

Over the last few years, Freshsales has been powering more than 40,000 customers around the world. And it’s called “an excellent entry-level CRM for sales teams” by Forbes.

This guide will show you how to integrate Freshsales with your Magento 2 store. Let’s explore how your sales team can benefit from this integration!

Freshsales Integration Service

Integrate Freshsales with your M2 store to automate your workflow and establish long-lasting customer relationships.

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Freshsales Integration Service by Mageplaza

Table of Content

What is Freshsales?

Freshsales is a sales CRM platform from Freshworks that helps your sales team streamline processes, close deals faster, and gain better insight into customers. It helps businesses across various industry verticals to manage their interactions with potential and existing customers.

What is Freshsales?

It’s worth noting that Freshsales is specially designed for the needs of your sales teams, and is one part of Freshworks CRMs with different focuses - including Freshdesk for customer engagement, Freshmarketer for marketing, and Freshservice for IP support.

Freshsales’ simple, user-friendly, and customizable interface makes it an excellent choice for your Magento 2 store. It’s especially great for those new to CRM software, as it doesn’t require extensive team training to set up.

5 Benefits of integrating Freshsales with Magento 2

Combining the power of Freshsales with the Magento platform, you can access all important data, including customer information, purchase history, buying and consumption patterns, and customer concerns at any time.

Here are five reasons why you need to integrate Freshales with your Magento 2:

  • A single source of all information. The integration you make with Freshsales will enrich your store with data. This helps your Magento store become a one-stop place for all your essential business information.

  • You can notice a significant increase in the sales reps’ productivity. Integrating Freshsales with your Magento 2 store gives a significant boost to your sales reps. This union automates conversations with leads and customers, getting insights, sending out emails, and other sales tasks. A significant advantage of this integration is that any task performed is automatically logged, thus helping you eliminate duplicates.

  • Your store stays organized. Via this integration, you’ll get a clean and straightforward sales process that can be easily tracked and organized. Any changes made in Freshsales are automatically synced to your Magento store and vice versa.

  • The integration helps your reps stay updated. This integration helps your reps stay up to date with information, such as changes made to conversation history, lead data, and tickets raised.

  • The integration enhances your support. Integrating Freshsales with your Magento 2 store can equip your support team with all customer data to assist them better.

How to integrate Freshsales with Magento 2

You can get Freshsales for Magento 2 through a ready-built extension or integration service. Meanwhile, as you might know, many extension providers offer customization services, so there’s every chance that you can get Magento-Freshsales integration customized to your business needs.

  • Use Magento 2 Freshsales integration extension. This extension has been standardized according to the most popular needs. Therefore, you can add it to your cart and your Magento 2 store. Pricing varies around several hundred dollars, not including customization and installation services.

  • Use Magento 2 integration service. Magento experts will provide solutions to connect Freshsales with your Magento 2 store. They will consult, implement the integration, and customize it to your business needs. The fees will be charged as a fixed sum or hourly.

Integrate Freshsales with Magento 2 via an extension

An easy way to integrate Freshsales with your store is using the Magento 2 Freshsales integration extension by Mageplaza. This extension is straightforward, simple to use, and effective.

You just need to follow these two simple steps to implement the integration.

Step 1: Get your account API

  • Visit this link to create a Freshsales account.
  • After completing your information, click Sign up for free.
  • To get your account API, click your profile picture and choose Settings > API Settings.
  • Copy the API Key so that you can paste into Magento later.

Get your account API

Step 2: Configure the Freshsales integration extension

Configure the Freshsales integration extension

  • Enable: select Yes to activate the extension.
  • Freshsales Domain: enter your Freshsales domain. For instance: https://domain.freshsales.io.
  • Freshsales API Key: use the previously copied value (in step 1) and paste it into this field.

Copy and paste your Freshsales API Key

  • Click the Test Connection button to check the result. After that, you’ll see a success message. You should close this tab to continue the configuration for the Freshsales extension.

That’s how you can integrate Freshsales with Magento 2 via the Mageplaza extension. Simple, right?

In addition to ease of use, the Magento 2 Freshsales integration extension by Mageplaza offers outstanding features to help you stand out:

  • Automatic synchronization by schedule from Freshsales to Magento 2 and vice versa with the help of the cron job.
  • Automatic order data synchronization without any limitation.
  • Automatic customer data synchronization between two platforms.
  • Unlimited synchronization rules by choosing specific conditions for order & customer attributes.
  • Easy and effective synchronization with mapping fields
  • Comprehensive queue reports checking sync results

The extension comes with two transparent pricing plans for you to choose from:

  • Community plan: $249/the first year (then $149.4/year)
  • Enterprise plan: $449/the first year (then $269.4/year)

EXPLORE MAGENTO 2 FRESHSALES EXTENSION

Integrate Freshsales with Magento 2 via an integration service

Sometimes, pre-made integration extensions don’t fit your specific wants and needs. This is where the “custom” comes into the equation. Each integration is unique, and in most cases, creating the code needed to build the Magento-Freshsales integration requires the expertise of a skilled developer.

You can always rely on a reliable Magento integration service and have experts handle the Freshsales integration process for you. This option is time-saving, while it makes sure that the process is successful.

With our fully managed integration platform as a service, Mageplaza will help you get your Freshsales integration up and running fast, securely, and accurately. In addition to Freshsales, we also have thorough knowledge and experience in other integration, such as Zoho CRM, Salesforce CRM, Quickbooks Online, etc.

Our Freshsales integration process is transparent and effective, including only five steps:

Mageplaza integration process

Contact us now to get a free consultation and a clear idea of the cost and time involved.

FIND OUT MORE

Why should you choose Mageplaza to integrate Freshsales with Magento 2?

Integrating Freshsales with Magento 2 has never been easier than that with the help of our experts. For us, it’s not just an integration project - it is a win-win partnership for non-stop growth.

The main benefits of Magento integration solutions that our clients love best are:

  • Experienced Magento developers. Since our inception in 2014, we’ve been delivering a wide range of Magento integrations. By offering pre-built and custom integration solutions, we’ve been helping clients uncover new business opportunities.

  • Full accountability. Our dedicated specialists will lead your project from start to finish, including project requirement gathering, task creating, developer managing, result delivering, and after-release supporting.

  • On-time delivery. Our experts work dedicatedly under strict timelines to deliver your integration project well within the set time schedules as per your expectations and requirements.

  • Transparent process. You can track statutes and change the scope with our Magento integration service. The process is fully transparent, so you don’t need to worry about anything!

  • Stellar support. No matter if you buy our extension or use our integration service, you can contact our support team whenever you have any questions or concerns. Especially, we offer free 2-month post-release support for our integration service.

  • Affordable cost. Our integration extension and service are budget-friendly for startups and SMBs. We ensure that our solutions are worth every penny!

Conclusion

By integrating Freshsales with your Magento 2 store, you can keep a constant flow of communication with your customers and ensure to provide them with the best possible service.

Now that you have this information at your fingertips, don’t hesitate to maximize it. And never underestimate the importance of maintaining customer relationships!

Table of content
    Summer

    A data-driven marketing leader with over 10 years of experience in the ecommerce industry. Summer leverages her deep understanding of customer behavior and market trends to develop strategic marketing campaigns that drive brand awareness, customer acquisition, and ultimately, sales growth for our company.



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