New Integrations are a one-time setup from $100, with no monthly fees from us. See all 550 →

Integration · Five9 to Freshsales

Freshsales and Five9 integration

We connect Five9 to Freshsales so every call, outcome and follow-up lands on the right contact. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
Five9 Freshsales

One call ends in Five9. In Freshsales:

  1. Call logged on the contactLength, direction and the rep who took it
  2. Recording attachedLinked from the sales activity
  3. Outcome moves the dealThe stage or field you choose
One-time setup
From $100
Monthly fee from us
$0
Working days to a written scope
2
Working days to build and test
5–10

Get a fixed price for Five9 + Freshsales

One-time setup, no monthly fees. Tell us where to send it and we reply within 2 working days.

or

What we connect between Five9 and Freshsales

A typical setup. We adjust each line to how your team uses Five9 and Freshsales.

When this happensThis is what you get
A call endsA sales activity on the matching contact, owned by the right Freshsales user
The call recordingAttached to that sales activity
The call outcomeThe deal stage or a contact field you choose
A missed call or voicemailA follow-up task for the contact owner
A caller who is not in Freshsales yetA new contact, checked against existing records first

Field mapping, event by event

Each Five9 event and exactly what it writes in Freshsales. Pick an event to see its fields.

1. Trigger · Five9 When a call ends Every call made or received in Five9
2. Action · Freshsales Log the sales activity In Freshsales, on the contact — Where your team already works
Freshsales field Mapped from What happens
Activity date Call time15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Freshsales expects
Call outcome Call outcomeInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Call notes Call notesAsked for pricing Saved as note text
Owner Rep’s nameMaria Lopez Matched to the same person in Freshsales
Contact Matched by phone number+1 415 555 0142 A new contact is created only if none match
1. Trigger · Five9 When an outcome is set A rep marks how the call went
2. Action · Freshsales Update the deal In Freshsales — Moves one record, not all of them
Freshsales field Mapped from What happens
Which deal Most recent open dealNorthwind — 12 seats On the matching contact, owned by the rep on the call
Stage Call outcomeInterested Looked up in the outcome-to-stage list we agree with you
1. Trigger · Five9 When a voicemail is left Nobody picked up in time
2. Action · Freshsales Create a task In Freshsales, for the contact owner — A call-back nobody forgets
Freshsales field Mapped from What happens
Title Caller number+1 415 555 0142 “Call back” plus the contact name, or the number if unknown
Due Your follow-up windowWithin 1 hour Set to how fast your team calls back
Assigned to Contact ownerMaria Lopez Falls back to the rep who was on the line

Sample values are made up. The exact fields are agreed with you in your scope.

A one-time setup, not a monthly middleware bill

We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.

Web Repay integration setup Middleware subscription
What you pay One-time setup, from $100 (one-off) A monthly plan, often priced by tasks or operations
As call volume grows The same price, no per-task charges Costs rise with every call that syncs
Who builds and tests it We do, on your own Five9 calls Your team builds and maintains every step
Where it runs In your own Five9 and Freshsales accounts, documented Inside the middleware vendor’s platform
When something changes Additional support as needed, when you request it Your team fixes the broken steps

Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.

Where Five9 and Freshsales setups usually go wrong

Reps matched to Freshsales users

Five9 and Freshsales identify people differently. We match every rep during setup, so each call has the right owner in Freshsales.

Phone numbers written two ways

Five9 and Freshsales often store numbers in different formats. Left alone, a caller who already exists becomes a second contact. We match on a cleaned-up number before anything is created.

Updating the right deal

An outcome has to change one deal, not every deal on the record. We agree the rule with you before we build.

Recordings that are not ready yet

A recording can finish processing after the call ends. We attach it once it is ready, so no call in Freshsales is left without audio.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Freshsales. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to Five9 and Freshsales for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Agent talking with a customer at a laptop
Test call passedEvery field in the table checked LiveWatched for the first week

What it costs

From $100 one-time setup

Starting price for connecting Five9 and Freshsales, built and tested. Larger mappings get a fixed quote in writing before we start.

No monthly fee from us. Additional support is available as needed, whenever you request it.

Get a written scope

Tell us what should happen in Freshsales when a call ends. We reply within 2 working days.

Free download

The integration health check

10 checks to make sure your website, CRM and dialer really are passing information between them.

We email you a copy too. No spam, and we never share your details. Privacy

From the blog

Further reading

All articles →

Questions about Five9 and Freshsales

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between Five9 and Freshsales, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between Five9 and Freshsales?

A call ends, the call recording, the call outcome, a missed call or voicemail, each mapped to the right contact and deal in Freshsales. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to Five9 and Freshsales during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

Related

Freshsales setup & managementOngoing admin, workflows and integrations Five9 setup & managementNumbers, routing and dialer campaigns Freshsales and TalkdeskIntegration Freshsales and AircallIntegration Freshsales and CallToolsIntegration HubSpot and Five9Integration Bitrix24 and Five9Integration Copper CRM and Five9Integration

Rather talk it through?

Thirty minutes on how your team uses Five9 and Freshsales. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Person at a desk using a laptop
Call ended03:04 · inbound Deal updatedStage set from the call outcome Call-back taskAssigned to the contact owner