The Freshsales Contact and Lead Creation App is a custom-built integration designed to streamline the process of transferring customer information from Freshdesk to Freshsales. The app enables businesses to create contacts and leads in Freshsales directly from the details stored in Freshdesk tickets, simplifying and automating the process of managing and nurturing customer relationships.

Support teams often interact with customers through tickets in Freshdesk, which contain valuable information such as customer names, email addresses, phone numbers, and other key details. By integrating this information directly into Freshsales, the app ensures that sales teams can follow up on customer issues, track potential sales opportunities, and manage customer relationships more efficiently. This creates a seamless connection between support and sales, allowing businesses to leverage ticket data for future sales and marketing initiatives.

Key Features and Functionality:

1. Seamless Integration between Freshdesk and Freshsales:
   • Automated Data Transfer: The app automatically transfers relevant customer information from Freshdesk tickets into Freshsales as either contacts or leads. This eliminates the need for manual data entry, saving time and reducing the chances of human error.
   • Sync Ticket Data to Freshsales: The app pulls information from ticket fields in Freshdesk, such as customer names, email addresses, phone numbers, and other relevant fields, and creates corresponding records in Freshsales. This ensures that sales teams have up-to-date and accurate information for follow-up.
2. Contact Creation from Ticket Details:
   • Capture Essential Contact Information: The app can automatically create a contact in Freshsales using key details from a Freshdesk ticket. This includes the customer’s name, email address, phone number, and any other relevant details such as company name or location.
   • Avoid Duplicate Contacts: To prevent duplication of customer data, the app checks whether a contact with the same email address or phone number already exists in Freshsales before creating a new record. This ensures that the CRM database remains clean and organized.
3. Lead Creation from Ticket Details:
   • Leads from Support Interactions: When a customer raises a ticket indicating a sales opportunity (e.g., a customer asking for more information about a product, inquiring about pricing, or expressing interest in an upgrade), the app automatically creates a lead in Freshsales based on the details from the ticket.
   • Track Ticket-Lead Relationship: The app can maintain a link between the Freshdesk ticket and the corresponding Freshsales lead. This allows the sales team to see the context of the lead, including any prior support interactions, giving them valuable insights into the customer’s issues and needs.
4. Lead and Contact Enrichment:
   • Populate Freshsales Fields with Ticket Data: The app not only transfers basic contact information but also enriches the lead or contact records in Freshsales by mapping additional ticket data into custom fields. For example, a ticket’s subject, priority level, or the description of the issue can be added to Freshsales to provide the sales team with more context.
5. Seamless User Interface:
   • User-Friendly Interface: The app is designed with a simple and intuitive interface. Agents do not need to navigate between different systems to transfer information. The app works within Freshdesk, allowing agents to quickly and easily create contacts or leads without leaving the ticket screen.
   • Easy Installation and Setup: The app can be easily installed and configured in Freshdesk, with minimal setup required. Admins can quickly set up the mapping rules, configure workflow automation, and begin leveraging the integration without the need for complex technical setup.

Key Benefits of the Freshsales Contact and Lead Creation App:

1. Streamlined Sales Workflow:

By automatically creating contacts and leads in Freshsales from Freshdesk tickets, the app eliminates the need for manual data entry, reducing administrative overhead and ensuring that the sales team always has up-to-date information about customers.

2. Improved Sales and Support Collaboration:

The seamless integration between Freshdesk and Freshsales promotes better collaboration between support and sales teams. Support agents can easily pass along qualified leads to the sales team, ensuring that no opportunity is missed, and that follow-up is done in a timely and organized manner.

3. Increased Lead Conversion:

The app ensures that support interactions that have sales potential are automatically tracked and converted into leads, increasing the chances of turning a satisfied customer into a repeat buyer or upselling them on additional products or services.

4. Time and Effort Savings:

The automation of the lead and contact creation process eliminates the need for agents or support staff to manually copy over information from Freshdesk tickets into Freshsales. This saves valuable time, allowing agents and sales reps to focus on higher-value activities.

5. Better Customer Insights:

By transferring ticket data to Freshsales, the app provides sales teams with more context about the customer’s needs, pain points, and interactions with the support team. This gives sales reps a better understanding of the customer’s journey, helping them tailor their approach and provide more personalized service.

6. Reduced Data Entry Errors:

The automation of data transfer reduces the risk of manual errors when transferring customer information from one system to another. This ensures that customer records in Freshsales are accurate and up-to-date.