Freshsales and Close integration + automation

Freshsales and Close integrations couldn’t be easier with the Tray Platform’s robust Freshsales and Close connectors, which can connect to any service without the need for separate integration tools.

Freshsales and Close Connector Details

Freshsale

Freshsales

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete sales activityUpdate sales accountDelete leadCreate contactCreate cti phone callCreate leadDelete sales accountCreate manual callCreate sales accountCreate sales activityDelete contactFiltered searchand 2 more...
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UsesSales
CategoryContact Management
Connector TypeTray Connector
Operations
Get userUpdate leadGet leadDelete contactList usersCreate leadCreate contactDelete leadList contactsGet contactUpdate contactList leads
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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