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Agile CRM + Freshworks CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Freshworks CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Agile CRM + Freshworks CRM

  • Agile CRM Freshworks CRM

    Agile CRM + Freshworks CRM

    Create Contact to Freshworks CRM from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Freshworks CRM Create Contact
  • Agile CRM Freshworks CRM

    Agile CRM + Freshworks CRM

    Create Note to Freshworks CRM from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Freshworks CRM Create Note
  • Agile CRM Freshworks CRM

    Agile CRM + Freshworks CRM

    Create Account to Freshworks CRM from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Freshworks CRM Create Account
  • Agile CRM Freshworks CRM

    Agile CRM + Freshworks CRM

    Add Appointment in Freshworks CRM when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Freshworks CRM Add Appointment
  • Agile CRM Freshworks CRM

    Agile CRM + Freshworks CRM

    Create Task to Freshworks CRM from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Freshworks CRM Create Task
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Freshworks CRM in easier way

It's easy to connect Agile CRM + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Agile CRM & Freshworks CRM Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Freshworks CRM

Agile CRM

Agile CRM is a client management software for sales, marketing and support teams. It offers real-time dashboards and key performance indicators (KPIs. to sales and marketing professionals to help them more efficiently manage their sales and marketing processes. Freshworks CRM is a customer relationship management (CRM. software that helps companies connect with their customers and grow their business. It provides its users with a complete view of all their contact details, including social profiles and customer interactions. Its functionality includes lead management, notifications, alerts and social media integration.

Freshworks CRM

Freshworks CRM is a customer relationship management (CRM. software that helps companies connect with their customers and grow their business. It provides its users with a complete view of all their contact details, including social profiles and customer interactions. Its functionality includes lead management, notifications, alerts and social media integration. When integrated with Freshworks CRM, Agile CRM offers numerous benefits to its users. These benefits include competitive advantage, lower costs, increased revenues, better decision making, accelerated growth, improved customer experience and higher engagement levels.

Integration of Agile CRM and Freshworks CRM

There are several steps to integrate Agile CRM and Freshworks CRM. The first step is to create an account in Freshworks CRM. Then the second step is to create an account in Agile CRM. After this, both accounts need to be verified by the respective companies. The next step is to call the Freshworks CRM technical support number +1-800-895-4120 (tpl-free. to request integration of Agile CRM and Freshworks CRM. The Freshworks CRM technical support team will facilitate the integration process by assigning an integration engineer to take over the task. Thereafter, the integration engineer will establish communication with Agile CRM’s development team to discuss the requirements for the project. Once the requirements are finalized, they will start building the integration bridge between Freshworks CRM and Agile CRM. The bridge connects the two systems so that data can pass from one system to another. This helps companies access the data stored in the other system through Freshworks CRM or Agile CRM. The final step is testing the integration between Agile CRM and Freshworks CRM. The integration testing process invpves testing all functionalities to ensure that they are working as per requirements after integration of the two systems. The testing team will send test requests to Agile CRM or Freshworks CRM through web services or API calls to check if the workflow is being executed correctly. Once the testing team is satisfied with the results of the integration process, they will release it for use by clients.

Benefits of Integration of Agile CRM and Freshworks CRM

Integrating Agile CRM and Freshworks CRM will help companies gain competitive advantage over their competitors because it allows them to increase their productivity rates. This results in quicker response times for their customers, which improves their customer experience levels. Integrating these two systems also helps companies reduce their internal costs because it eliminates the need for manual data entry operations to transfer data between Agile CRM and Freshworks CRM. This reduces time wastage, error rates and redundant work efforts required for manually transferring data between the two systems. Furthermore, integrating Agile CRM and Freshworks CRM helps companies improve their decision making capabilities because it gives them access to more information about their customers than they had previously. This helps them make better business decisions based on accurate information rather than vague assumptions about their customers. It also helps them engage more effectively with their customers because it gives them insights into what types of content engage their customers most often and what kinds of offerings enhance their customers’ experiences with them. Finally, integrating Agile CRM and Freshworks CRM helps companies accelerate their growth rates because it enables them to capture and retain more customers than they could before the integration process began.

The process to integrate Agile CRM and Freshworks CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.