App Description:
Using DynamicInsight.com, you can integrate the Freshworks stack (Freshdesk, Freshsales) to all your other cloud apps or on-premise systems, automate workflows and transfer data as easy as it has never been before. Dynamic Insight provides an extremely high level of flexibility for any integration workflow e.g. "What you see is what you get" (WYSIWYG) editor including advanced data manipulation, such as transforming all kinds of data in between automation steps.
Dynamic Insight allows you to ...
… automate time consuming tasks and workflows involving many manual steps to empower your sales, marketing and services teams
… migrate your data over to Freshsales and Freshdesk with ease
… pass marketing conversion data (including offline conversions) to where you need it, in order to get the full picture of your customer journey, customer acquisition cost and conversion funnel
… create automate emails with analytics and data to be sent to your team, partners / affiliates or customers
… generate a single source of truth and move all your data where you need it. This allows e.g. your service or support team to do all their workflows and day to day work from within Freshdesk, while Dynamic Insight connects all the other apps to Freshdesk
… multiple updates, e.g. if a contact or other item changes in your own proprietary backend system, you can update it automatically in all your cloud apps, or e.g. in all the systems of your partners, if you have a large network of B2B partners
And all that without engineering or developers; and you don’t have to wait for sprints or releases to get started or do maintenance work later.
The most popular business areas are:
- Marketing: MailChimp, SendGrid, ...
- CRM & Sales: Freshsales, SalesForce, Pipedrive, ...
- Collaboration: Slack, Trello, Google (Apps) Sheets, Typeform ...
- Backend to cloud apps syncs: CSV-exports, REST API helper, XML-helper, SQL-database connections, FTP-helper, …