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Integrate Braintree with Freshworks CRM

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

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About Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

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 Braintree + Freshworks CRM

  • Braintree Integration Freshworks CRM Integration

    Braintree + Freshworks CRM

    Create Contact to Freshworks CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Braintree Integration Freshworks CRM Integration

    Braintree + Freshworks CRM

    Create Note to Freshworks CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Braintree Integration Freshworks CRM Integration

    Braintree + Freshworks CRM

    Create Account to Freshworks CRM from New Customer in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Braintree Integration Freshworks CRM Integration

    Braintree + Freshworks CRM

    Add Appointment in Freshworks CRM when New Customer is created in Braintree Read More...
    Close
    When this happens...
    Braintree Integration New Customer
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Braintree Integration Freshworks CRM Integration

    Braintree + Freshworks CRM

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

    Braintree + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

  • 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 Customer

    Create a new customer.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Braintree & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Braintree and Freshworks CRM

The integration of Braintree and Freshworks CRM is important because it helps to improve the business of the company. This integration can help the business to maintain its customers by providing them with a faster, more convenient and efficient process when they are doing transactions. Moreover, it makes organizations more effective in managing their customers and their sales process.

  • Integration of Braintree and Freshworks CRM B. Benefits of Integration of Braintree and Freshworks CRM
  • Integration of Braintree and Freshworks CRM is important for the companies. This is because the integration allows for better customer experience. The integration makes it easy for organizations to offer a better service to their customers and make them feel at ease as they transact with the company. In addition, the integration helps in making an easy transaction. This is because if there is a problem in delivering goods or services, the customer can easily contact the company’s customer care center and make an inquiry about it. The integration also offers better security for the organization. This is because the integration keeps the customer data secure. It also ensures that any sensitive information is not leaked to anybody who is not authorized to access such information. For instance, if there is a dispute between the company and its customer, the integration allows the company to keep all the data of its customer on a secure place that only authorized personnel have access to. It also preserves all data that is stored on the computer system of a company so that no one has access to it except those people who are authorized to do so.

    The integration of Braintree and Freshworks CRM is important for businesses because it helps to improve their relationship with their customers. The integration of Braintree and Freshworks CRM helps to streamline the operations of a business and reduces wastage which is caused by human error. The integration also helps in improving efficiency and making it possible for a company to achieve maximum output from its employees.

    The process to integrate Braintree 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.