Freshsales Integration

Freshsales Integration

Written by AshLast update 2 years ago

Use Freshsales + Hyperise to hyper personalised the full sales funnel.  We add the Freshsales placeholder tags to our images, so data from Freshsales is directly added to the images you create with Hyperise.

Simply follow the two step process below.

Step One: Add Freshsales as a datasource

Once Freshsales has been added as a data source, click to select it, then copy the Image code.

The image link copied will include all the required Freshsales tags to personalise your email.

Step Two: Add image link to Freshsales message

Within Freshsales create a new email message template, click the 'Insert Image' button, then select the 'By URL' tab and  then paste in the copied image link from step one.

You will now see your image template in the email.

It will show with default placeholder tags in the preview, but these will be updated for each prospect as the emails are sent out.

Thats it! Freshsales will now pass the prospect data it has to the image, which will be created on the fly, as Freshsales sends out the email and the recipients open it.

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