Freshsales

Connect Freshsales

Freshsales, the CRM from the Freshworks family, tracks your contacts, accounts and deals with scoring and workflows. What your team wins still has to become a customer and an invoice in your accounting, separate from the CRM. Schakel places your accounts as relations and your won deals as invoices in your books, so the revenue you celebrate in Freshsales lands correctly in your ledger straight away.

Systems · 180
From
To

Freshsales

What travels with Freshsales

  • Contacts and accounts as relations

    The account or contact behind a deal becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.

  • Won deals as invoices

    A deal marked won can land as an invoice with amount and description in your books.

  • Deal value and ledger

    The deal value carries over and lands on the ledger you choose, so revenue per team or product reconciles.

Why connect Freshsales

  • The revenue you celebrate in Freshsales lands correctly in your ledger.
  • Accounts and relations stay clean and free of duplicates.
  • Revenue per team or product reconciles.
  • Sales works in Freshsales, your books keep up.

How it works

  1. 01

    Connect Freshsales

    Connect Freshsales to Schakel through its API. You build nothing inside Freshsales itself.

  2. 02

    Decide what books

    Choose which pipeline or stage produces an invoice and on which ledger and VAT rate it lands.

  3. 03

    Won deals post through

    As soon as a deal is won, the relation and invoice are ready in your books.

Freshsales, common questions

Can I connect Freshsales to my accounting?

Yes. Request this connector and get access; your accounts and won deals from Freshsales are then placed in your accounting as relations and invoices.

Do duplicate relations appear?

No. Existing relations are matched and reused by name or email.

Which accounting can I connect to?

Freshsales can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A Freshsales connection you do not see here?

Tell us which system Freshsales should connect to. Request it and you get access; you hear from us within 24 hours.