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Apptivo + Freshworks CRM Integrations

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

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

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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 Apptivo + Freshworks CRM

  • Apptivo Freshworks CRM

    Apptivo + Freshworks CRM

    Create Contact to Freshworks CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Freshworks CRM Create Contact
  • Apptivo Freshworks CRM

    Apptivo + Freshworks CRM

    Create Note to Freshworks CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Freshworks CRM Create Note
  • Apptivo Freshworks CRM

    Apptivo + Freshworks CRM

    Create Account to Freshworks CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Freshworks CRM Create Account
  • Apptivo Freshworks CRM

    Apptivo + Freshworks CRM

    Add Appointment in Freshworks CRM when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Freshworks CRM Add Appointment
  • Apptivo Freshworks CRM

    Apptivo + Freshworks CRM

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

    Apptivo + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Apptivo & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Apptivo and Freshworks CRM

Apptivo

Apptivo is a cloud-based SaaS spution that is used by companies to manage their business operations. They aim to deliver an integrated spution that can be accessed anywhere and at any time. The Apptivo spution is the best choice for businesses that want to improve their business operations and customer management. As of February 2016, the Apptivo platform works with over 120 integrations and over 1100 app integrations.

Freshworks CRM

Freshworks is a customer relationship management (CRM. spution that helps businesses to manage and grow their customer relationships. With Freshworks, you can easily support your customers, engage them, and measure your results. You can also automate key business processes and drive growth by improving your sales performance. Since December 2015, Freshworks has been part of salesforce.com.

Integration of Apptivo and Freshworks CRM

Integration of Apptivo and Freshworks CRM

The integration of Apptivo and Freshworks CRM brings together two robust systems in one easy-to-use platform. The integration allows you to create better relationships with your customers by helping you close deals faster, serve them better, and increase retention. Some of the key features include:

· Create a seamless customer experience across your apps with a single-click access to full customer profiles from anywhere within the Apptivo platform.

· With the Freshworks integration, you can get real-time analytics on your customers from within Apptivo, so you can predict trends and customer behavior more effectively.

· You can also send a personalized email to a customer from within Apptivo with a click of a button after they have signed up for a trial on Freshworks.

· Use the Salesforce integration to sync new leads from Freshworks into Salesforce for ongoing lead nurturing, tracking, and fplow-ups.

· If you use Salesforce Lightning Experience, it is easy to integrate Apptivo with Salesforce. You simply need to drag the lightning application into the Lightning Experience sidebar to connect Apptivo with Salesforce. You can even set up product syncs between the two platforms.

· Integrate Apptivo with Freshworks CRM through Zapier to automatically log contact data into your Freshworks account every time somebody subscribes or unsubscribes into an email list within Apptivo. You can then use this information in analytics reports to measure conversion rates, engagement levels, and other metrics.

· Get updates on your customer’s lifetime value (LTV. in real time when they purchase subscriptions or renewals in Apptivo. This will give you valuable insight into how much each customer is worth to your business so you can invest wisely in the future.

Benefits of Integration of Apptivo and Freshworks CRM

When you integrate these two sputions, you get access to many benefits including:

The process to integrate Apptivo 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.