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Refresh your Dynamics data with Freshsales

Dynamics Freshales ConnectorWe're delighted to announce that we are launching a Freshsales connector and, using the very same connector, a templated integration between Freshsales and Dynamics 365. Sync Accounts, Contacts, Leads and Deals / Opportunities between Freshsales and Dynamics 365.

In the spirit of syncing data in and out of Freshsales, it would be remiss of us to focus only on Dynamics. As part of preparing the templated connection, we needed to develop a Freshsales connector and so we're announcing this connector as well - what an awesome day!
 

If you need to connect your Freshsales app to any other application, we're ready to setup data sync quickly and easily.

 
The Freshsales / Dynamics 365 CRM connector is immediately available in the Freshsales marketplace. You can access it from within Freshsales by clicking on the Admin (gear icon on the left hand menu) and choosing Apps under the Integrations option.

For other Freshsales integration requirements, the Freshsales connector plugin is able to connect Freshsales to Seamless and, from there, to integrate it to any other application.

The Freshsales / Dynamics 365 CRM Integration Template

  • Accounts & Contacts allows you to keep customer master data up-to-date in both systems. Updates made in one system will synchronise to the other. This allows different teams (e.g. a helpdesk team and a sales team) who are using different systems work off an up-to-date data set.
  • Freshsales Lead -> Dynamics Lead provides a reference view of Freshsales Leads within Dynamics. Leads will be updated into Dynamics Leads allowing users in Dynamics to view lead progress.
  • Freshsales Deal -> Dynamics Opportunity syncs provides a reference view of Freshsales Deals within Dynamics. Deals will be updated into Dynamics Opportunities allowing Dynamics users to view Opportunity progress.
  • Freshsales Owner -> Freshsales Owner, a custom entity inside Dynamics that allows you to associate Freshsales users to Dynamics records without requiring Dynamics licenses for every Freshsales user.

 

Syncing Deals from Freshsales into Dynamics 365
Recursyv Seamless

Seamless is an application integration service that makes it easy to connect different software applications. New integrations can be quickly setup using Recursyv's growing library of application connectors. Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Seamless is provided as a managed service operated by Recursyv. The subscription fee covers access to all Recursyv connectors, initial configuration, pro-active monitoring, the ability to make reasonable configuration changes and support.

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