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Freshsales for Magento 2

v4.0.0

Magento 2 Freshsales integration is a great solution for auto-synchronizing customer and order data from Magento 2 stores to the Freshsales system. The module helps you update and manage all necessary information to enhance customer relationships and implement stores’ campaigns successfully.

Total price:

$249

This demo is hosted on Cloudways

Magento 2 Freshsales for Magento 2.2.x, 2.3.x, 2.4.x CE/EE/B2B/Cloud/ Adobe Commerce 2.2.x, 2.3.x, 2.4.x

Problems

Freshsales is a powerful CRM (customer relationship management) system built by Freshworks. It supports all business types to attract, manage, analyze and nurture their leads.

Freshsales provides a great user interface and an all-in-one function set (including AI-based lead scoring, automatic intelligent workflow, built-in email and mobile, customizable visual reports, and so on). It definitely gives merchants everything they need to utilize their leads and improve sales without install multiple tools.

The problem here is how to integrate your Magento 2 store with Freshsales well.

Solutions

Auto synchronization, significant time-saving. Imagine how much time you have to spend on manually inputting data to Freshsales? A huge amount! With Freshsales integration module, admins only need to set up the schedule and sync rules, then the systems will account for the rest.

Flexible matching data between two systems. The extension also allows Magento stores to arrange which data is synchronized to which objects on Freshsales, which can be different for each sync rule. This function creates the flexibility in matching data between two systems, ensure the accurate information allocations.

Instant update data, better customer care. Magento admins can set up the schedule to update customer and order data continuously to make sure Freshsales use the latest information to take care of their customers more accurately in real-time.

Auto synchronize data by schedule

With Freshsales extension, data from Magento 2 stores can be automatically synchronized to Freshsales system using cron. Admins can easily select the schedule to send product or customers info by:

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Minutes: 2, 5, 15, 30 minutes
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1 hour
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Daily
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Weekly
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Monthly

Automatic synchronization helps Magento 2 stores save significant time and minimize mistakes when transferring the data between two systems.

Easily synchronize order data

Order data can be transferred and updated from Magento 2 to Freshsales completely into a friendly interface which helps Magento 2 admin to follow them so easily.

Orders (in Magento) or called Deals (in Freshsales) are synchronized with the following information: Order Name, Order Amount, Base Currency Amount, Customer ID, Expected Close Date, Closed Date, Territory ID, Probability.

By the up-to-date order data, Freshsales can support online stores to take care of their customers far better.

Quickly sync customer data

Customer data in Magento 2 system can be allocated to three modules in Freshsales: Leads, Accounts, and Contacts.

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Leads: Raw information of people who may become your potential customers. Leads are the initial input for running Sales and Marketing programs in Magento stores.
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Accounts: Includes information such as company address, business type, annual revenue, etc., will definitely support Magento 2 stores to better understand and serve their B2B customers.
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Contacts: Valuable details to connect and acquire customers as well as follow up them effectively via Email marketing campaigns. Contacts in Freshsales are especially important for B2C businesses.

Create unlimited sync rules

Rule-based synchronization is the most powerful feature of Freshsales extension.

Magento 2 admins can generate various rules for synchronizing customers and orders data by selecting specific conditions for customer attributes and order attributes.

For instance, admins can choose to synchronize only customer data which are created from June 2019 to Freshsales. So that, they can run the promotion campaigns to maintain high engagement with these new customers.

Arrange synchronized data via mapping fields

Magento 2 admins can create a mapping field for each sync rule. This map includes Magento attributes and the corresponding Freshsales information. In order words, at backend, admins are able to assign specific Magento 2 fields to be synchronized to various Freshsales data.

An example is that the change of a Magento customer address can be accordingly updated in Freshsales Contacts, Leads or Accounts at the same time.

Thanks to the flexibility of mapping fields, Magento data can be updated accurately and fully in all related sections on the Freshsales system.

Check sync-results by queue report

With Freshsales integration, Magento 2 stores can view the report of synchronized data. Through these queue reports, admins can track which data is updated to Freshsales successfully and which are not to make instant adjustments.

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Pending Requests
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Total Objects
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Total Requests
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ID
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Objects
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Status
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Creation Time

More Features
Check out more details of Freshsales

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Sync data manually

Admins can manually select certain objects to be synchronized

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Auto-add data to queue

Any change in Magento data is auto-updated into Freshsales queue

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Website to get data

Choose certain websites to get Magento objects synchronized to the Freshsales

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Manage queue grid

Allow admins to view queue details and delete them in the queue grid

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Auto delete queue log

Set the schedule to auto-remove queue log

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Number of sync objects

Specify the maximum number of objects synchronized per time

Pricing
Choose your suitable edition

Community

Crafted for a great webstore start $ 249 first year
  • 1-year extension updates
  • 1-year support
  • 60-day money-back guarantee
  • Read our policies
  • Supports for Magento 2 Community Edition

Enterprise

Great for an enterprise solution $ 449 first year
  • 1-year extension updates
  • 1-year support
  • 60-day money-back guarantee
  • Read our policies
  • Supports for Magento 2 Enterprise Edition
  • Highest priority support

Full features list

This extension supports synchronizing Customer data and Order data to Freshsales. In which, Customer data in Magento is equivalent to Leads, Contacts and Accounts in Freshsales. And Order data in Magento is the same as Deals in Freshsales.

First of all, admins need to configure the sync schedule, then create sync rules by choosing matching objects at two systems, selecting specifics conditions of customer/order attributes. After that, all the data meet the rules will be stored at Queue grid and they are auto-synchronized by the schedule set initially.

Yes, in case the changed data is selected objects in the sync rule. The module will keep synchronizing all the rules following the schedule until they are disabled.

Yes, all of our modules support you to install quickly via the composer. If you have no technical skills, you can always have us install the module for you. See the installation service here.

REVIEWS (5)

05 May 2022

Amazing solution

The best part about this Freshsales extension is that I can select which part of the data to sync and arrange in a map. Thank you for such an amazing solution!

Fabio -Verified Purchase
20 April 2022

AWESOME

No more manual work when using this extension. Looking forward to your next awesome products

Joe -Verified Purchase
05 February 2021

Thumbs up

I had a great experience with your support team. They always make sure that I am taken care of. Big thumbs up for you and your team. You deserve more than 5 stars!!!

Vicky Hans -Verified Purchase
02 February 2021

Perfect

A good solution to integrate with Freshsales system. I purchased a few times from Mageplaza and still you guys didn't let me down. This time is not different. Everything's perfect. Thanks.

Sonia Chapman -Verified Purchase
27 January 2021

Yayyy

I'm using Freshsales CRM and luckily there is an extension that is compatible with it so that I don't need to spend time manually put information in the system. The queue report is fantastic as well.

Ryan -Verified Purchase

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RELEASE NOTES

  • v4.0.0

    09 April 2021

    • Update v4.0.0
    • Compatible with Magento v2.4.0
    • Fix minor bugs
  • v1.0.2

    01 April 2021

    • Compatible with Magento v2.3.6
    • Fix some minor bugs
  • v1.0.1

    23 June 2020

    • Supported Magento v2.3
    • Fixed minor bugs
  • v1.0.0

    31 December 2019

    Initial release

Freshsales's Full Features List

General Configuration

  • Enable/Disable the module
  • Enter your Freshsales domain
  • Fill in Freshsales API Key
  • Test Connection between Freshsales and your Magento store
  • Compatible with other extensions: Salesforce, RMA, Zoho CRM, Quickbooks Online

Queue Schedule

  • Schedule time to auto-delete queue log
  • Schedule time to auto-synchronize data to Freshsales
  • Define the number of objects sync per time
  • Enable/Disable developer mode for testing the module functions

Manage Queue Grid

  • View/ Delete selected queues
  • Synchronize selected queue manually
  • Filter queue information: Magento object, Freshsales object, website, status, etc.
  • Data changes in Magento will be auto-updated in corresponding Freshsales queues
  • Follow queue synchronization results

Manage Sync Rules

  • Allow admins to edit/delete sync rules
  • Able to add sync rules to queue
  • Change status of sync rules
  • Create new sync rules
  • Select Magento objects and corresponding Freshsales objects
  • Choose the website to get Magento data
  • Name the sync rule
  • Set priority for new sync rule
  • Define conditions (based on customers and order data) for new sync rule
  • Arrange the mapping fields to match objects of two systems
Why choose us?

Mageplaza provides consistent and customer-centric extensions for your Magento 2 store.

We don't sell products for one time. We provide lifetime solutions which help our customers thrive with their businesses.

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60-day Money Back

Extensive 60-day money-back period. You love it or get a full refund no questions asked.

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Extensive Support Timeframe

Mageplaza provides support 16 hrs/day, 5.5 days/week to guarantee the seamless operation of our extensions on your store.

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Install via Composer

Simple installation via composer helps you save time and eliminates technical issues during future updates.

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Frequent Updates

Intensive update roadmaps ensure great performance, bug-free, highly compatible, and innovative extensions.