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CloudTalk + Freshworks CRM Integrations

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

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

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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 CloudTalk + Freshworks CRM

  • CloudTalk Freshworks CRM

    CloudTalk + Freshworks CRM

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

    CloudTalk + Freshworks CRM

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

    CloudTalk + Freshworks CRM

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

    CloudTalk + Freshworks CRM

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

    CloudTalk + Freshworks CRM

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

    CloudTalk + {{item.actionAppName}}

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

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

    Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • 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 Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • 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 CloudTalk & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of CloudTalk and Freshworks CRM

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.

Integration of CloudTalk and Freshworks CRM

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.

Benefits of Integration of CloudTalk and 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.

The process to integrate CloudTalk 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.