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Learn how to integrate Freshsales with Bubble.io. Step by step guide will help enhance your app's efficiency by tracking user behavior, generating leads and more.
Freshsales is a cloud-based customer relationship management (CRM) platform developed by Freshworks. It is designed to help businesses better manage their interactions with current and potential customers by tracking and analyzing touchpoints throughout the customer lifecycle. Freshsales offers features like lead scoring, deal management, email tracking and personalized email options which help businesses drive sales and keep their customers engaged. It supports various industries including software, manufacturing, and healthcare.
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Bubble.io is a cloud-based platform that allows users with no programming knowledge to design, develop, and host web applications. It provides customizable templates and pre-built components to kickstart your application development.
Freshsales on the other hand, is a fully-fledged cloud-based customer relationship management (CRM) tool used by businesses of all sizes to manage interactions with their customers and potential customers.
Here's a detailed guide on how to integrate Bubble.io with Freshsales:
Prerequisites:
Step 1: Sign In To Your Bubble.io Account
Sign in to your Bubble.io account. If you don't have one, head over to the Bubble.io website to sign up and create a free account.
Step 2: Access Your Bubble.io Dashboard
Once you're signed in, access your Bubble.io dashboard. On the dashboard, select the app that you want to integrate with Freshsales.
Step 3: Navigate To The Plugins Tab
In your selected app, navigate to the 'Plugins' tab. Here, you'll find a list of all the plugins you've installed into your app.
Step 4: Add A New Plugin
Locate and click the '+ Add plugins' button. This will open the plugins marketplace where you can search for any plugin you want to add to your app.
Step 5: Search Freshsales Plugin
In the search bar, type 'Freshsales' and hit enter. The Freshsales plugin will be displayed in the search results. Click on it to view more about the plugin.
Step 6: Install Freshsales Plugin
After learning more about the plugin, click the 'Install' button to add it to your app.
Step 7: Configure Freshsales Plugin
Once installed, you'll be redirected back to the 'Plugins' tab. Here, locate the newly installed Freshsales plugin and click on it to configure.
You'll need to provide the following details:
Step 8: Sign In To Your Freshsales Account
In a new tab or window, sign in to your Freshsales account. If you don't have one, you'll need to sign up and create a free account on the Freshsales website.
Step 9: Get Your Freshsales API Key & Domain
Once signed in, navigate to 'Settings > API Settings' to get your API key. Copy and paste it back into your Bubble.io Freshsales plugin configuration. Your Freshsales domain will be visible in your browser's address bar. Again, copy and paste this into your Bubble.io Freshsales plugin configuration.
Step 10: Save Your Configuration
After filling in the necessary details in the plugin configuration, don't forget to click the 'Save' button to apply the changes.
Step 11: Make Use of Freshsales Actions
Now that you've integrated Freshsales into your Bubble.io app, you can make use of the actions provided by the plugin.
If you go to the 'Workflow' tab, you'll see a range of actions that you can perform using the Freshsales plugin. These actions will allow you to create, update, retrieve, and delete Freshsales entities (like Leads, Contacts, Accounts, Deals) directly within your Bubble.io app.
Remember to always save your work after making any changes.
Successfully integrating Freshsales with your Bubble.io app will enhance the functionality and efficiency of your application significantly. It will allow you to track user behavior, generate leads, and automate tasks, enhancing your customer service and increasing your sales. Be sure to explore the full capabilities of both platforms post-integration to make the most out of these powerful tools.
Scenario: An online school is hosting multiple webinars for prospective students interested in their courses. They are leveraging Bubble.io to build custom registration forms for their webinars. At the same time, they are also using Freshsales as their CRM to manage the student leads and promote their webinars. They want to automatically record the prospective students who sign up via their forms in Freshsales without any manual interventions.
Solution: Integrating Bubble.io with Freshsales
Registration Form Creation: The school uses Bubble.io to create custom registration forms for students who are interested in a particular course.
Setting Up the Integration: Using Bubble.io's integration capabilities with Freshsales, the school connects the two platforms via API. They configure in Bubble's workflow to trigger a specified action when the webinar registration form is submitted.
Data Transfer Workflow: Upon a student's form submission, the workflow triggers the relevant action on Bubble.io. The information submitted (e.g., name, email, course interest) is automatically sent to Freshsales via the API.
Creation of Lead in Freshsales: Freshsales received the data sent from Bubble.io and automatically creates a new lead associated with the webinar the student signed up for.
Webinar Promotion: The sales team uses Freshsales’ automated email system to let the students know more about the webinar they have signed up for, further information about the course and any upcoming events of potential interest.
Monitoring and Analytics: With Freshsales, the school can easily monitor and track the responses of leads generated from different webinars. Analysing the data allows the school to make adjustments and improvements in their promotion campaigns.
Benefits:
Integrating Bubble.io with Freshsales aids the online school in managing leads from their webinars more efficiently, enabling targeted promotion and providing valuable behavioural insights, which eventually improves the enrollment rate.
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