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🔀How to Move Contacts from Freshsales to Saleshandy?
🔀How to Move Contacts from Freshsales to Saleshandy?

Bringing Your Contacts to Saleshandy: A Breeze with Freshsales 🌟

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Are you tired of juggling between Freshsales and Saleshandy?

Well, we've got just the trick to supercharge your workflow and make your life a breeze! Freshsales and Saleshandy make the perfect tag team, saving you time and energy. 🤝

Let's talk about how the dynamic duo of Freshsales and Saleshandy can transform your outreach game with a sprinkle of Saleshandy Connect magic! 🚀

Freshsales to Saleshandy

For Freshsales to work with Saleshandy, you need a Chrome extension called Saleshandy Connect. Following the steps below will add your Freshsales prospects to Saleshandy once you've installed the Saleshandy Connect extension on your browser.

📺Video Guide

Saleshandy + Freshsales

🪜 Steps to Follow

Step 1️⃣ Access Freshsales Account

Navigate to the Contacts tab in your Freshsales account.

Step 2️⃣ Select Contact to Add

You can add prospects to Saleshandy's sequence by selecting them.

Step 3️⃣ Click "Add to Sequence"

Select the "Add to Sequence" button with the Saleshandy logo next to the "Email" button.

Step 4️⃣ Fill in the Required Fields

Prospect names, last names, and email addresses will appear on the right side of the screen. To see all the custom fields you've created in Saleshandy, click "Show more fields." Make your emails more personal by filling in the custom fields.

Step 5️⃣ Add Prospect to Sequence

Select the sequence and step from the radio button next to "Add to the sequence."

Step 6️⃣ Confirm Success

When the prospect is successfully added, a toggle message will appear.

And there you have it, champ! With Saleshandy Connect, Freshsales, and a sprinkle of determination, you're all set to conquer your outreach goals. 🎉🚀 Get ready to unleash the power of seamless workflow and personalized communication!💌🌈

Mission accomplished; you've successfully moved contacts from Freshsales to Saleshandy. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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