Integrating Freshsales CRM with FunnelFLARE Sales Process Automation Software

Supercharge Freshsales - Accelerate your Sales


FunnelFLARE provides a bi-directional connection Freshsales CRM. FunnelFLARE adds some killer features to Freshsales:

  • Contact insertions 
  • Click to call from within Freshsales
  • Prospect Insights
  • Scheduled contact sync
  • Lead scoring
  • Automated task scheduling
  • Appointment scheduling
  • etc

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As Freshsales forces assignment of a lead to a specific salesperson in Freshsales, you will require at least one salesperson in Freshsales to have an account in FunnelFLARE.


FunnelFLARE Lead Insights for Freshsales

To get the most out of FunnelFLARE and Freshsales, your first step should be to install the FunnelFLARE Lead Insights Chrome extension. This adds outbound call tracking, prospect, and account overlays into Freshsales.





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The Basics


Data flowing to Freshsales from FunnelFLARE happens when a prospect does something that FunnelFLARE is tracking. For example, a prospect fills out a form, this could create a new deal in Freshsales. 


Note: Data flowing FROM Freshsales to FunnelFLARE is handled automatically using the Import Scheduler (Contacts-CRM Contact Updates).

The CRM Contact Update system sets up the connection between Freshsales to FunnelFLARE. It is not a scheduler ... there is a real-time update from Freshsales to FunnelFLARE whenever a contact is updated in Freshsales.


Setting Up Freshsales and FunnelFLARE Communication


In Freshsales 

Step 1:

You will be provided with an API Key




Copy the API Token



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In FunnelFLARE

Step 1:


Browse to Administration-Account Settings. Click on the 'Integrations' tab.. 




Step 2:

Whenever a contact is pushed to Freshsales from FunnelFLARE, the standard and custom fields in FunnelFLARE can be mapped to the standard/custom fields in Freshsales. You must set this mapping up for FunnelFLARE to know which fields to update in Freshsales. In the Account Settings (Administration-Account Settings), scroll down to the Integrations Tab. 




You can map FunnelFLARE fields to Freshsales Fields:




In FunnelFLARE

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Importing Contacts From Freshsales - FunnelFLARE

After Freshsales has been linked to your account, importing contacts is easy. In FunnelFLARE, browse to Contacts-Import Contacts. You should see an option for pulling contacts from Freshsales:



You will be given full control over what to do if contacts exist, what fields map to what, etc.


Automatically update contacts in FunnelFLARE from Freshsales

One of the more powerful features of the FunnelFLARE-Freshsales integration is the ability to update contacts in FunnelFLARE automatically. To automatically push changes from Freshsales to FunnelFLARE, use the contact import scheduler (Contacts-CRM Contact Updates ). Freshsales will update FunnelFLARE on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFLARE.



Note: as with any import, FunnelFLARE will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.





Automatically Schedule Tasks in Freshsales


If you are looking to have marketing email sends and marketing email opens in Freshsales, you will want to use the Activity Scheduler workflow item.



In FunnelFLARE

In any workflow you can use automation to schedule tasks in Freshsales. Drag the Freshsales Task onto the workflow.



Click To Call


As FunnelFLARE is a call tracking platform, you can do outbound call tracking from within Freshsales. 


Using the Chrome Extension

Install The Chrome Extension


In FunnelFLARE

Step 1:

Buy at least on call tracking number. (Assets-Call Tracking Numbers). 


In Freshsales:

You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in FunnelFLARE and you are set.


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