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Get Started FreeCalendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Create Event
Creates a new lead.
Updates an existing lead.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Create Event
Creates a new lead.
Updates an existing lead.
Choose Microsoft Exchange as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Freshsales as the action app from the list.
Connect your Freshsales account & authenticate it.
Select the data you want to send from Microsoft Exchange to Freshsales & your AI Agent is ready!
New Email
Create Lead
New Email
Update Lead
New Contact
Create Lead
New Contact
Update Lead
New Calendar Event
Create Lead
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
The integration between Microsoft Exchange and Freshsales is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Microsoft Exchange with Freshsales, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Microsoft Exchange-Freshsales integration:
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