FreshSales CRM – Connect Sign-Ups

Turn your FreshSales CRM Sign-Ups into Social Proof

FreshSales CRM is a customer relationship management (CRM) software developed by Freshworks, a company that offers a suite of business software solutions. Freshsales is designed to help businesses manage their sales pipeline, track leads, engage with prospects, and close deals more efficient

You can easily connect FreshSales CRM to Nudgify with our FreshSales CRM integration to showcase Social Proof notifications on your website, in real-time.

Connect FreshSales CRM Sign-ups

The following data from FreshSales CRM will be synced with Nudgify in order to build Nudges:

• Email
• First Name
• Last Name
• City
• State
• Country

Follow the steps below to connect your FreshSales CRM user data to Nudgify and show new contacts in Sign-up Nudges.

Step 1. Copy Your Webhook URL

To manage your integrations, click the “Integrations” button on the left-hand sidebar. This will take you to the Integrations page, where you manage your integrations with other apps and software. Find FreshSales CRM Sign-Ups in the list and click “Connect”.

Click to copy your Nudgify Webhook URL

Step 2. Create a Webhook in FreshSales CRM and paste your Webhook URL

You will now paste your Nudgify Webhook URL in the right place in your FreshSales CRM account so that new user data is sent automatically to your Nudgify account.

You can find here the FreshSales CRM instructions for using Webhooks.

As a summary, follow these steps in your FreshSales CRM dashboard:

1. Go to Admin Settings> Workflow> Create Workflow.
2. In the Workflow editor, select When a Contact is Created as the trigger.
3. In the Actions, select Trigger Webhook.
4. Paste your Nudgify Webhook URL in the Webhook URL field.
5. Select Post as the Request Method.
6. Under Select Encoding Format, select JSON
7. Under Contents, Select all necessary fields: First name, Last name, Email, Timezone.
8. Click Save.

Go back to Nudgify and click the “I’ve done it” button.

Any new Sign-up will be added to your Sign-ups Data Feed. To turn these data into Social Proof Nudges on your site, create a Sign-up Nudge and select FreshSales CRM as the data source.

Congratulations! You have now linked your new FreshSales CRM sign-ups to Nudgify 🙌

Step 3. Create Sign-ups Nudges for new FreshSales CRM Users

On your Data Feeds page, in the “sign-ups” tab, you will be able to see any new contacts that are sent to Nudgify. It’s time to start showcasing new FreshSales CRM sign-ups in Social Proof Nudges!

You can create two types of Nudges with the FreshSales CRM sign-ups integration.

1. Recent Sign-Ups Nudges that show single sign-ups
2. All Sign-Ups Nudges that show a count of multiple sign-ups

Show Recent Activity – Single Sign-ups

Go to the Nudges page and click “Add Nudge”. Choose the Nudge labeled “Recent Activity – Single Sign-up” from the Nudge Library.

You can now configure the selected Nudge. First of all, select “FreshSales CRM Sign-Ups” as the data source. This way, the Nudge will use your FreshSales CRM data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever you want to display). You can also select how recent the sign-ups need to be that you want to display. Find out more about the customisation options for Sign-up Nudges.

Once you’re done, click “Continue”. The Nudge will now automatically capture and show individual recent sign-ups. You can track how your Nudges perform from your Statistics page.

Show All Sign-ups

When creating a new Nudge, choose the “Recent Activity – All Sign-ups” Nudge in your Nudge Library:

You can now configure the selected Nudge. First of all, select “FreshSales CRM Sign-Ups” as the data source. This way, the Nudge will use your FreshSales CRM data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever else you want to put down). You can also select how recent the sign-ups need to be that you want to display, and set a minimum and maximum number of Sign-ups. Find more about the customization options for Sign-up Nudges.

Click “Continue”. The Nudge will now automatically capture and show a summary of recent subscriptions. You can track how your Nudges perform from your Statistics page.

That’s it! 🙌

All your new FreshSales CRM Sign-Ups will now be turned into powerful Social Proof automatically and display Nudges on your site.