CloudTalk help modern sales and customer service teams provide better phone support and close more deals.
Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.Freshworks CRM Integrations
CloudTalk + Freshworks CRMCreate Contact to Freshworks CRM from New Call in CloudTalk Read More...
CloudTalk + Freshworks CRMCreate Note to Freshworks CRM from New Call in CloudTalk Read More...
CloudTalk + Freshworks CRMCreate Account to Freshworks CRM from New Call in CloudTalk Read More...
CloudTalk + Freshworks CRMAdd Appointment in Freshworks CRM when New Call is created in CloudTalk Read More...
CloudTalk + Freshworks CRMCreate Task to Freshworks CRM from New Call in CloudTalk Read More...
It's easy to connect CloudTalk + Freshworks CRM without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Create a contact.
Update an existing contact.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
The CloudTalk and Freshworks CRM integration is one of the most exciting integrations in the market. CloudTalk is a simple, fast, flexible and affordable cloud phone system for small businesses. It is available in the form of web interface or mobile app. It provides voice calls, conference calls, call recording, fax to email, automated attendants, voicemail-to-email, SMS alerts and more.
Freshworks CRM is an online customer relationship management top that helps you manage sales, marketing and support better. It allows your sales team to prioritize leads, set up meetings and track sales status with ease. You can also use it to share customer information and other contacts across your organization.
CloudTalk and Freshworks CRM integrate seamlessly using the Zapier platform. Once you configure the integration, it will enable you to trigger a call from Freshworks CRM to be automatically sent to CloudTalk. Similarly, if there is a CloudTalk call, it will appear as a new contact on Freshworks CRM. This integration will be useful to enable automated call alerting on Freshworks CRM as well as integrating CloudTalk functionality such as creating call notes into Freshworks CRM.
The benefits of integrating CloudTalk and Freshworks CRM include:
Fast and Simple. This integration uses Zapier for seamless integration between CloudTalk and Freshworks CRM.
This integration uses Zapier for seamless integration between CloudTalk and Freshworks CRM. Secure. The data is encrypted during transfer over SSL protocps. Only authorized users can access the data.
The data is encrypted during transfer over SSL protocps. Only authorized users can access the data. Highly Scalable. This integration runs on the cloud and can handle large vpumes of data without any degradation in performance.
In this post, we have covered how you can integrate CloudTalk and Freshworks CRM using Zapier. If you wish to know more about the integration, please let us know in the comments section below.
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