Freshsales Integration with Notta
Instantly sync your meeting notes and action items to the Salesflare CRM, helping sales teams maintain an organized record of client interactions without manual data entry.
Overview
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Freshsales is an AI-powered CRM by Freshworks, designed to help businesses manage customer relationships and boost their sales efficiency.
Notta can automatically generate meeting notes and summaries. With the Notta + Pipedrive integration, these notes are synced directly to the relevant contact or account within Salesflare. This eliminates the need for manual data entry, ensuring that all relevant client interactions are stored securely within Freshsales, where team members can easily access them.
Features and benefits
No more manual data entry
Relieve your sales team from manually entering client meeting notes. Instead, they can focus on more valuable tasks, like nurturing leads and closing deals.
Improved follow-up
Detailed summaries in Freshsales CRM help sales teams quickly identify action items and follow-up tasks, leading to more consistent client engagement and faster deal closures.
Increased pipeline visibility
By having comprehensive meeting records readily available in Freshsales, team members will gain a clear, real-time view of each deal’s progress, facilitating better collaboration.
How to connect Notta + Freshsales
1. Log into your Freshsales account, go to ‘Profile Picture’ > ‘Personal Settings’ > ‘API’, then copy your API key and your bundle alias.
2. On the Notta dashboard, click ‘Integrations & Apps’ on the left sidebar, then choose ‘CRM’.
3. Find Freshsales and click the ‘Connect’ button.
4. Input the API key and bundle alias, then follow the on-screen instructions to complete integration.
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Never taking notes manually again
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