Using Freshmarketer

Hi Freshworks community, I’ve been working on improving customer and employee experience in a small service-based setup, and one challenge I often face is maintaining transparency while keeping things efficient. For example, in customer support, Freshdesk makes it easy to keep all tickets and updates visible to customers — which builds trust. Similarly, for employees in the UAE, we found that offering small digital tools (like a simple gratuity calculator for end-of-service benefits) creates the same kind of trust. People feel more confident when they can quickly check details for themselves instead of waiting for HR or paperwork. It got me thinking: What methods or tools have you used inside Freshworks to balance speed + transparency? Do you usually give customers/employees direct visibility (like portals and dashboards), or do you keep it more internal to avoid confusion?  I’d love to hear how others are handling this — any real-world examples would be really helpful. Thanks in advan

I have set up an email marketing campaign via Freshsales suite. The campaign could be able to send to target list of recipients which I have created. However, once the recipients reply to the sender email, none of their replies are delivered to sender’s email. It clearly indicates that their replies are successfully sent but from my end (sender) I could not be able to receive any of them. How could I be able to solve it? Thanks.

Dear Freshworks Community, BackgroundI have freshly gotten Freshsales as our main CRM and we have imported a 1000 contacts and 400 accounts into it. The data on these contacts is unfortunately relative scarce but we have for 800 out of the 1000 contacts the LinkedIn profile field filled out.  ProblemNow we would like to use LinkedIn to fill out for example contact fields like email or phone for these 800 contacts with LinkedIn. In addition to that, it would be awesome if we could keep these contacts automatically updated through LinkedIn. Is there any way to do this without programming a plugin or so? Maybe there is a software tool out there enabling us to do that? Additional FeatureThe perfect feature would then be to have a way to automatically create new contacts/accounts in Freshsales through LinkedIn sales navigator. But I guess that is even harder to achieve then the other problems. Did someone have the same problem and found a solution for that? :) Thanks for your help,RobustDes

I created a test marketing list and decided I want to delete the list. I’m unable to find an option to perform the delete of the marketing list.Anyone have any idea how to delete the unwanted marketing list? Thanks

This is my use case: on our website (hosted by Cardd.co) there’s a form where visitors can leave their name, company and email address to request white papers. When they submit, an email is sent to an address that I can specify, containing the data the visitor has entered  What I want to achieve in Freshsales:Create a Lead from the contents of the mail Auto-reply with a mail that contains a download link for the white paper Collect data on whether the Lead has opened the mail and downloaded the white paper. Reply with a follow-up message, that is different for whether the Lead has (not) opened the mail or (not) downloaded the white paper. Please point me to articles or video’s that describe how this is done  thanks!

Hi All,Working with the Journey Builder I would want to implement a check (condition) that will check every day whether a condition is met (contents of a contactfield). If not met, it should wait for a day and check again….and so on. Until either a certain amount of checks has passed or a number of days after starting the journey.What is the easiest way to set this up?Help is greatly appreciated.

Question: In the maintenance calender we create a maintenance calendar item that is made visible on the statuspage every evening on weekdays.We want to add just One Change number to these repeating maintenance calendar items that will be viewable in the maintenance calendar.It looks like we must make a change for every day because the change when associated to the just made repeating maintenancecalendar items gets the starting date and time and ending date and time of the first day of the repeating maintenance calendar items! Anybody have a solution, or will the change get another start/end date/time when a new day arrives within the schedule.

We created a 6 week journey for new contacts. Additionally new segments for every 7 days (see attached). Will these segments update automatically or do we need to manually resave each segment to update the contacts entered into the segment?Does any of this require updating the customer journeys? Looking for automation.Thanks in advance. 

HICan I track the results of filling out forms in Fresmarketer with google analytics 4 ? Most of the other crm still do not have working solutions. 

I’m trying to achieve what I think should be a simple requirement, but getting no-where.I have a report on my website that I want to offer for download, but only if people share their contact details. My plan had been:Have a form on my website - integrated via tracking code Use a journey to subscribe users to relevant mailing lists and send the email with report linkSimple? Not really. I can’t see how to trigger a journey based on a form submission. I was going to pass a hidden field with which report they wanted into the CRM, then trigger the journey based on the that field, Unfortunately fresh forms don’t seem to be able to handle hidden fields. What are other people doing? 

Hi Team, question. Is there an integration between Freshmarketer and Microsoft Dynamics? I’m wondering if someone were to use Freshmarketer, can they have their contacts sync back and forth to Dynamics CRM?

I’m just checking how it works. Kindly ignore.

Hello, We recently chose Freshsales as our CRM and Marketing campaign manager. Being based in Germany, most of our leads are German, and by law we are required to have a double opt-in process set in place.Freshworks has a double opt-in feature but it has some extra steps that are not ideal at all for an incoming lead to go through. Therefore, I have been searching for an integrated external app that would host our website forms, do this double opt-in in a straightforward way and send the data to Freshworks.Has anyone been through this already? I would love to hear your feedback and/or recommendations if you have any.And as a more general topic, I am very surprised of how few tools actually offer a double opt-in workflow, considering it is becoming the norm in the EU.Thank you!Arnaud

We have WhatsApp integration successfully setup: When testing a made campaign (with WA template and all) it works directly from Freshsales Suite CRM (technical setup) when e.g. testing a campaign and entering my own number. ✅However, in order to send/use such a message (“We have done x for you”) I need to create a journey that somehow gets triggered by an “event” from another system.Question: Would it be possible to just click a button, like sending email, SMS, etc, to send to WhatsApp? 🤔Or, how could I easily send a WhatApp message to one contact, using Freshsales suite, without making a contact-field, setup a segment, have that segment trigger a journey that sends the message. Feels like a lot of too much work.

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HiUsing FreshMarketers and soon FreshSales - is there a way to update email template elements such as headers or footers for all existing emails using the template?Thanks!Marie

I created a marketing journey and ran it for awhile to test it. After some time, I stopped the journey.I’ve now returned to the journey to make a change, but I do not see any edit button. I also do not see a start journey button.The only option available is to clone the marketing journey.Is a stopped journey no longer available to rerun or change and then start?Thanks

Let me give you a bit of background. Currently we are using a CRM (Customer Relationship Management) software in which we have to record some data that comes form another system. At this moment it's impossible to have access to this CRM database, so all the data recording must be done trough a very badly implemented UI. What we are trying to achieve is to automate all this data recording with a bot that cliks on the buttons and menus of the CMR user interface and writes all the information that comes from this other systems.Do you know how can this be achieved? Or at least where can I start to look at? I'm at a complete lost at the moment.Thanks for the help.

Hello All,  I am Rajesh. I am new to this community. I'm a Software Strategist & Digital Marketing Specialist. When I'm not working, I like to go off roads, do adventure sports, and try new cuisines. I find technology very intriguing and would love to share ideas to make this globe a better place to live. So right now I just looking for some CRM forums & communities and I got this. But I couldn't find an intro or new member thread, so if its not against the community guideline so love to start new one.  So I'm starting with me, I would like if others will also join. Thanks & RegardsRajesh

Hi,       We have very complex objects and models that we need to create via custom modules, these modules and their data will need to interact with our existing systems, processes and end points. Is there a way to interact with custom modules via API or REST end points?