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Airtable + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Airtable + Freshworks CRM

  • Airtable Freshworks CRM

    Airtable + Freshworks CRM

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

    Airtable + Freshworks CRM

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

    Airtable + Freshworks CRM

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

    Airtable + Freshworks CRM

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

    Airtable + Freshworks CRM

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

    Airtable + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • 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
  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

  • 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 Airtable & Freshworks CRM Integrations Work

  1. Step 1: Choose Airtable 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 Airtable to Freshworks CRM.

    (2 minutes)

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

Integration of Airtable and Freshworks CRM

Airtable

Airtable is a free, web-based spreadsheet alternative. It was launched by the co-founders of Basis Science Inc., which was spd to IBM in 2017. Airtable is a cplaborative platform that combines the functionality of spreadsheets with the ease of using a relational database. It was created to replace traditional software for organizing information, such as Microsoft Excel.

Freshworks CRM

Freshworks’ CRM is an application that is used to manage multiple aspects of a company’s relationships with its customers. The CRM platform helps companies to automate tasks that are related to sales, marketing, and customer service. It also provides advanced reporting capabilities for business insights.

Freshworks CRM has four modules. Sales, Marketing, Service, and Projects. Each module helps you to accomplish different objectives related to business development, sales, marketing, and customer support.

Integration of Airtable and Freshworks CRM

Airtable can be integrated with Freshworks CRM to make data management easier. Businesses can create tables in Airtable (through the “Import from Airtable” option. and then export the data to CRM through Freshworks’ CRM APIs.

Benefits of Integration of Airtable and Freshworks CRM

Airtable can help automate repetitive tasks related to CRM data management. These tasks include creating new accounts, sending emails, sending notifications about new tickets, etc. Furthermore, using Airtable helps you create dashboards to visualize your data. You can also view the data in real time by using the dashboard widgets.

“Configuring Freshworks CRM to use Airtable as its backend storage makes it easier for the admins to manage the data records efficiently.” – Dave Dehne, CEO of Freshworks

In my opinion, integration of Airtable and Freshworks CRM is a great idea because it helps businesses reduce the time required for repetitive tasks related to data management. Also, businesses can easily view their data in real time using dashboards. Furthermore, using Airtable is a more efficient spution compared to using Microsoft Excel because users do not need to install any software or learn complex features to work with Airtable.

The process to integrate Airtable 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.