Integration · CRM & ERP
With the Freshsales integration, your Freshsales gets a steady supply: Armiflow finds companies by industry and location, adds contact persons, analyses the website and prepares emails for your approval. You hand companies and contacts over to Freshsales, where your sales team manages deals and contacts as usual.
For Freshworks usersHand over companies & contactsEmail after approvalCredentials encrypted
FreshsalesCRM & ERP+
Contact handed over to FreshsalesExample · CRM connectionFreshsales is the sales CRM from Freshworks, which teams use to manage contacts, deals and sales activities. With the Freshsales integration, Armiflow hands companies and contacts from the company search over to Freshsales and syncs data. The search for new clients, the website analysis and the email drafts come from Armiflow. The connection is part of the “CRM connections” module in the CRM & leads feature, which is included in every plan.
Benefits
Freshsales helps you work on existing leads. Armiflow makes sure new ones are added, with data protection under the GDPR (EUR-Lex) and consent per channel.
A typical start: you import an existing list into Armiflow as a CSV, have it enriched and duplicates merged. You then analyse the websites and contact the most interesting companies. Whoever replies is handed over to Freshsales. This way you start with cleaned-up data instead of loading old lists into your CRM unchecked.
At a glance
The key facts about the Freshsales integration in Armiflow, in short.
| Item | Details |
|---|---|
| Tool | Freshsales |
| Category | CRM & ERP |
| Used in Armiflow | CRM & leads |
| What Armiflow does with it | Pass new companies and contacts from Armiflow on to Freshsales. |
| Status | Available |
| Credentials | Stored encrypted, roles and 2FA for your team |
| Approval | Customer emails and actions involving money only after your confirmation |
Setup
You need a Freshsales account with Freshworks and, in Armiflow, the “CRM connections” module, which is included in every plan.
You already use Freshsales or set up an account there.
The credentials are added in Armiflow and stored encrypted.
Hand over companies and contacts from Find companies or CRM & leads.
You check the data in Freshsales and continue working there.
Working together
Five data sources, duplicates are merged.
Learn more →
Invoices, contracts and tickets for clients, without a password.
Learn more →
Multi-step campaigns with sending window and approval.
Learn more →
Another connection for teams with a cloud CRM.
Learn more →
Security & data protection
Encrypted credentials. Whatever you store for Freshsales in Armiflow is encrypted. Every customer account has its own database schema and daily backups.
Team roles. With roles and two-factor sign-in you decide who on your team may use or change the Freshsales connection.
Your approval counts. Customer emails only go out after you approve them, and actions involving customers, money or deletion wait for your confirmation in the chat.
GDPR covered. Access and erasure under Art. 15 and 17, consent per channel and the public-authority filter apply to all data in Armiflow.
FAQ
Short, clear answers about this feature. Missing a question? Write to support@armiflow.com.
Time for conversations. Armiflow takes over the search for new companies, enrichment with contact persons and the website analysis. The Freshsales integration then hands companies and contacts over to Freshsales. There, your team only works on leads that have already been researched and, if desired, contacted by email.
To connect Freshsales, you need a Freshsales account and, in Armiflow, the “CRM connections” module, which is included in every plan. You add the credentials in Armiflow, where they are stored encrypted. You then select companies from the search or CRM and hand them over. You check the result directly in Freshsales.
What is documented is that Armiflow hands companies and contacts over to Freshsales and syncs data. The app shows exactly which details are transferred when you set up the Freshsales integration. We deliberately do not list fields that are not described. Test the handover with a few companies first.
Not for the connection to Freshsales itself. Armiflow documents the CRM connection to Freshsales; other Freshworks products are not described as separate connections. If you want to pass data on elsewhere, you can use webhooks as well as Zapier, Make or n8n. In Basic and Pro, there is also the REST API.
Armiflow offers support tickets via the client portal and email, as well as a client portal with invoices, contracts and orders and magic link sign-in. Whether you use Armiflow or a separate service tool for this is up to you. The Freshsales integration concerns the handover of companies and contacts to your sales CRM.
Because Armiflow covers a different step: finding companies that are not yet in your CRM at all. When you connect Freshsales to Armiflow, these companies are added together with a website analysis and a prepared email. The AI in Armiflow writes drafts, but you always decide whether they are sent.
Armiflow searches for companies directly in the connected sources such as OpenStreetMap, Google Places or Azure Maps and enriches them. Interrupted searches resume, and duplicates are merged. How current an individual detail is depends on the respective source. Check important data before first contact.
In Armiflow, you use roles and custom roles to control who sees and may do what. Sales staff only see their own leads. Who may edit which data in Freshsales is something you manage there. This means the Freshsales integration can also be used cleanly in teams with clear responsibilities.
Only if you want it to and approve it. Armiflow does not send any email without your approval, and every change to the content revokes the approval. Unsubscribe link, block list and authority protection are built in. A handover to Freshsales does not trigger any sending in Armiflow.
The “CRM connections” module is included in Basic and Pro, both with the REST API and both available to try free for 14 days. Basic is designed for one user and 50 active clients, while Pro has no limits. The limits can change; current figures and prices are on the pricing page.
You search for or import companies in Armiflow, have them enriched and analyse their websites. You then approve personal emails. Companies that reply or book an appointment are handed over to Freshsales via the Freshsales integration, where your sales team takes the deals further.
Avoid handing over old lists without checking them. Let Armiflow merge duplicates and exclude public authorities. Check consent before you use contacts in Freshsales campaigns. And test the Freshsales integration with a few companies first before handing over larger volumes.
Clarify which Freshsales account will be used and who takes on new companies there. Check whether your target companies are already in Freshsales. During setup, the app shows the scope of the handover. Then hand over a test selection and check the result directly in Freshsales.
Prospecting, analysis and first contact take place in Armiflow, while deals are managed in Freshsales. One person can schedule the searches in Armiflow, and the sales staff approve their drafts. Roles make sure that staff in Armiflow only see their own leads.
Yes. Armiflow enriches companies with social profiles, such as Instagram, Facebook, YouTube, TikTok, X, LinkedIn, XING and Google Business. On top of that come contact persons and emails via Hunter. This information helps you assess the company better before handing it over to Freshsales.
Armiflow only uses a personal salutation when the name has been verified. Otherwise, the salutation remains neutral. This prevents embarrassing mistakes in the first email. The AI also writes in the language of the respective company. The email only goes out after your approval.
In Armiflow, you handle access and erasure requests under GDPR Art. 15 and 17 directly in the CRM. If data was handed over via the Freshsales integration, also process the request in Freshsales. Keep a record of which companies were handed over, so that both systems are taken into account.
That is possible if its features are enough for you: company profile, timeline, field history, follow-up tasks, consent per channel, map and dashboard. You can export your data from Armiflow at any time. Whether a switch makes sense depends on how heavily your team uses Freshsales.
Read on
Sign up in the app, choose an industry and a location and see your first results. Nothing is sent until you approve it.
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