Freshsales CRM integration
You can access the Freshsales CRM integration via the STACKED Dashboard → App Connections page if you have one of the STACKED plans.
Once you install the Freshsales CRM connector, STACKED can create Contacts during LinkedIn profile visits or automated drip campaign actions.
Do not create & update Contacts from profile views - STACKED will not create Contacts in Freshsales.
Create & update Contacts from connected profiles - STACKED will create Contacts only when you manually visit a 1st-degree connection or STACKED is executing any of the post-connect actions from a drip campaign.
Create & update Contacts from tagged profiles - STACKED will create Contacts if the contact is already tagged and this tag matches the one you have entered in the CRM Connector. You can select from a list of your tags to include and exclude from a workflow.
Create & update Contacts from connected + tagged profiles - choose which 1st-degree connections STACKED should add to your CRM based on tags. You can also specify tagged profiles to be excluded from syncing.
Create & update Contacts from all profile views - STACKED will add all prospects to your CRM when you visit profiles on LinkedIn manually or when STACKED runs any drip campaign actions.
Please note that as long as a LinkedIn prospect matches the filter criteria, they will be recorded or updated in your CRM. This applies to manual visits, visits triggered by drip campaign actions, and auto-visits.
Here's how the Contact record created by STACKED looks in Freshsales:
STACKED can automatically create a contact in Freshsales CRM if an email address is available in the LinkedIn profile's 'About' section or if you use email lookups.
Along with recording Contacts, your STACKED can do the following:
- Create Notes for new LinkedIn connections - add a note to the Contact page once the connection request is accepted on LinkedIn.
- Create Notes for LinkedIn messages - add a note to the Contact page once the message is received on LinkedIn.
- Update Contact after connecting - transfer data to your CRM once a connection is made.
STACKED schedules profile visits when you activate 'Update Contact after connecting'. Ensure the Default campaign is enabled on the Drip Campaigns page so the visit action can run and update the Contact in your CRM.
- Create a Sales activity for LinkedIn messages - add a sales activity to an existing contact record in Freshsales when you receive a message on LinkedIn.
- Update the Contact name from LinkedIn - change the contact name in Freshsales to the name on LinkedIn.
You can also run STACKED actions directly from CRM, such as: 1) update the contact, 2) message the 1st-degree profile on LinkedIn, 3) enroll the profile in a drip campaign, and 4) send a connection request.
The mentioned actions are available if the Contact has a LinkedIn profile URL.