Articles on: Integration

How to Integrate Your Freshsales Account with KrispCall?

Integrating your Freshsales account with KrispCall revolutionizes the way you interact with your customers and streamlines your workflow.

With KrispCall and Freshsales integration, you can combine Freshsales's CRM capabilities with KrispCall's advanced telephony functionalities. This powerful combo unlocks a range of features to make your sales calls smoother, faster, and more data-driven.

With no further delay, let’s dive into the features and benefits of this integration and some easy steps to integrate your Freshsales account with KrispCall.

Features You Will Get After Integrating Freshsales with KrispCall

You’ll get access to several features through KrispCall and Freshsales integration. Here are some key features of this integration:

1. Click-to-call

The integration of KrispCall and Freshsales offers you a click-to-call functionality where you can easily make phone calls with a single click. This feature saves you from manually dialing the number and shifting through applications to initiate calls, saving you time and effort.

With this integration, all you have to do is click the contact within the Freshsales interface, and the calls will be initiated directly from KrispCall. The click-to-call solution gives sales, support, and marketing teams an opportunity to beat call response time and deliver the best services. Finally, this function will be reused to boost your team’s capability.

2. Automatic call logging

KrispCall and Freshsales integrations allow for call and chat details to be automatically recorded. From the Freshsales dashboard, you will access call details such as caller ID, duration, missed calls, SMS, and recordings.

The benefit of this feature is that it saves you time and effort and provides you with reliable and up-to-date information about your customers without the need for manual data entry. Furthermore, the data that was recorded can be used for more evaluation and analysis in the future.

3. Two-way contact synchronization

Inputting a new contact is no longer possible as it would take a lot of your time and will reduce your productivity. The data synchronization between KrispCall and Freshsales is done automatically, which means KrispCall adds and updates the contacts, and the data is synchronized automatically on both platforms.

This feature saves agents time and effort as well as gives them a chance to concentrate on critical services. It will also reduce the number of mistakes that come with manual data entry and allow your employees to use the most recently updated and accurate information.

4. Caller Identification

With KrispCall and Freshsales integration, you can see who is calling even before the call is received. Now, when someone calls you, the caller's information, such as name, phone number, and other details, is available within your Freshsales interface.

The caller ID feature automatically identifies new and old leads. If it's an existing lead, then it will be easier for you to access every previous interaction. Meanwhile, if it’s the new lead, then the interactions as well as the lead details, are automatically logged within your Freshsales interface.

5. Real-time call analytics

KrispCall+Freshsales integration enables you to directly view the call report inside your Freshsales dashboard. This report gives you a wide range of information about your calls like volume, duration, outcomes, and other key indicators.

With these insights, you can better understand your customers and spot to improve. You can also adjust your sales and marketing techniques based on what you learn about your customers.

Benefits of Integrating Freshsales with KrispCall

Integrating Freshsales and KrispCall offers several benefits. Here are five key benefits:

1. Improved Productivity

The integration of KrispCall with Freshsales cuts down on manual data entry, saving time and minimizing mistakes. It also removes some admin duties, letting your sales team concentrate on connecting with potential leads to boost the likelihood of making them loyal customers. This leads to higher productivity and efficiency.

2. Streamlined lead management

KrispCall automatically generates a lead and updates it in Freshsales each time a call starts or comes in. This removes the need for manually entering leads and makes sure they are recorded quickly and correctly within the Freshsales account. Additionally, this integration simplifies the process of nurturing and converting leads.

3. Enhanced customer experience

The KrispCall and Freshsales integration provides a centralized view of the customer journey. That means you can access all customer interactions within your Freshsales interface. Moreover, with customer data in hand, you can deliver a more personalized interaction and increase customer satisfaction and retention rates.

4. Performance tracking

The integration between KrispCall and Freshsales lets you check how each agent is doing by looking at their call numbers, how long they talk, and the results. This way, you can see which methods work well and which need more attention. Additionally, you can spot where agents might need help and offer specific coaching to improve their skills.

5. Smooth interaction

By integrating KrispCall with Freshsales, you can manage all your communication modes like phone calls, SMS, voicemail, and email directly from your Freshsales dashboard. This unified approach simplifies how you handle and monitor every customer interaction.

How to Integrate Freshsales with KrispCall?

Follow these easy steps to integrate Freshsales with KrispCall:

Step 1: Log in to your KrispCall account and click on Settings.

Step 2: In the Settings menu under App Settings, you'll find the Integrations option. Click on it.

Step 3: Clicking on this will present you with a list of business tools and CRM software you can integrate with KrispCall. To integrate KrispCall with Freshsales, click on the Connect → button just below Freshsales.

Step 4: After clicking the Connect → button, a new pop-up window asks you to enter the Freshsales URL, API token, and email ID of the Freshsales account you want to integrate with KrispCall.

Step 5: Log in to your Freshsales account to get the API token. Then, click on the Profile shown at the top right section of the page and click the Settings option.

Step 6: On the Settings page, click API Settings and check API Authentication for verification.

Step 7: After the verification, a new window will open showing your API Key and bundle alias. Click the Copy button next to the API key.

Step 7 (Continued): To get the Freshsales URL, copy the URL from the top of the URL as shown in the image below:

Step 8: Enter or paste all the required fields and hit the Next button.

Step 8 (Continued): You will then be prompted to click the Submit button to activate the integration. Hit the Submit button to proceed.

Step 9: After clicking the submit button, the integration successful message will appear on the screen, and you can finally start using it.

Updated on: 30/04/2024

Was this article helpful?

Share your feedback


Thank you!