Are you a Freshsales user or considering it as your CRM system? Well, you're in luck. For smarter, more impactful results you can now integrate Dux-Soup with Freshsales, the AI powered CRM, to elevate your customer interactions like never before.
In this blog, we walk you through the Freshsales integration setup process (it’s really straightforward!) and the Dux-Soup features that you can run from your Freshsales CRM. For a demo, head over to our YouTube channel and watch the Freshsales launch webinar.
Dux-Soup is a leading automation tool that enables you to automate your LinkedIn lead generation process. A Dux-Soup Turbo or Cloud license includes access to our Freshsales integration, allowing you to create a seamless connection between the CRM and LinkedIn. You’ll be able to send LinkedIn connection invitations and messages from Freshsales, enroll contacts into drip campaigns (as long as they have an email address) and trigger Dux-Soup actions from the CRM, giving you more time to spend on closing deals!
If you’ve never tried Dux-Soup, click the button below and take advantage of a 2 week free trial of the Turbo edition. (No credit card details required.)
Freshsales is an easy-to-use, AI-powered customer relationship management (CRM) software solution built by Freshworks. With Freshsales, sales teams can organize, sell smarter, close deals faster, and scale stronger. Freshsales brings sales and marketing teams and tools together on one unified platform to make it easier to personalize customer conversations, boost sales conversions, and power productivity.
Using Freddy AI, generative AI from Freshworks, Freshsales delivers insights to help teams identify the most promising leads. To find out more, watch this introduction to Freshsales.
To get started Install Dux-Soup or upgrade your existing plan to Turbo/Cloud.
Installing the Dux-Soup connector for Freshsales
- To install the Freshsales CRM integration, first, log into your Freshsales CRM and go to your Dux-Dash.
- From the Dux-Dash, select ‘CRM Connections’ and the integration options will appear. Click on ‘Add Freshsales account’:
- Enter your connection details into the pop-up box:
- You can find your API key in Freshsales by selecting your details, then ‘Personal settings’
- In the ‘Personal settings’ select the tab for the ‘API’ and from there you can copy both your ‘API key’ and ‘Your bundle alias’.
- Once those details are entered into the Dux-Dash, the Freshsales Connector is added:
It’s as easy as that!
Creating and updating Freshsales contacts from LinkedIn
Once the connector is installed, you will see a drop-down menu with options. The default is “Create & update Contacts from connected profiles.” Dux-Soup will collect data and update your CRM with 1st-degree connections only.
During a campaign, the "Update Contact after Connecting" option ensures that whenever someone accepts your connection request and becomes a first-degree connection with a visible email, they are automatically added to your Freshsales account. This is a fantastic feature that works seamlessly behind the scenes.
Once you’ve decided on your options, let’s see what you can do with the contacts.
Executing Dux-Soup actions from Freshsales
You can trigger activities from within Freshsales using the Dux-Soup options to ‘Update’, ‘Message’, ‘Enroll’ or ‘Connect’ with contacts.
To 'Connect' with a contact, their LinkedIn URL must be in Freshsales. Keep this in mind when populating your CRM, especially if you're using other methods to add contacts.
The integration generates new fields in the CRM that dynamically link to LinkedIn, including the LinkedIn ID, LinkedIn profile and Account details. As long as the contact has an email address they will appear in the CRM.
Now you’re set up, if you want to get more people into your CRM you can start running your drip campaigns!
The power of Dux-Soup integrations
For businesses using LinkedIn automation, integrating Dux-Soup with your CRM system gives you visibility of the full interaction history with prospects over multiple channels, including LinkedIn. Now you can enjoy a 360-degree view of every prospect without important pieces of information being missed.
For sales teams, the ability to collaborate on prospecting (check out our Teams plan for shared campaigns and collaborative outreach), combined with centralised CRM intelligence, allows LinkedIn to become a fully integrated part of the marketing strategy rather than being a standalone activity.
Dux-Soup Integrations
Dux-Soup has a growing list of integrations making it easy for you to connect with your favorite tools, you can see the full list here.
The blog How to integrate Linked to your CRM with Dux-Soup is a handy guide to some of the possibilities integration has to offer your lead generation workflow.
Should you have any questions, check out the Integrations articles in our Help Center. Or you can get in touch with our customer support team via the live chat, or send us an email: info@dux-soup.com.
