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Clubhouse + Freshworks CRM Integrations

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

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

Clubhouse is a simple and beautiful way to plan and build software.

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 Clubhouse + Freshworks CRM

  • Clubhouse Clubhouse

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Clubhouse New Appointment
     
    Then do this...
    Clubhouse Create Story
  • Clubhouse Clubhouse

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Clubhouse New Task
     
    Then do this...
    Clubhouse Create Story
  • Clubhouse Clubhouse

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Completed Task in Freshworks CRM Read More...
    Close
    When this happens...
    Clubhouse New Completed Task
     
    Then do this...
    Clubhouse Create Story
  • Clubhouse Clubhouse

    Freshworks CRM + Clubhouse

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

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Deal in Freshworks CRM Read More...
    Close
    When this happens...
    Clubhouse New Deal
     
    Then do this...
    Clubhouse Create Story
  • Clubhouse {{item.actionAppName}}

    Clubhouse + {{item.actionAppName}}

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

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

    Triggers
  • 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 Story

    Creates a new story.

  • 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 Clubhouse & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Clubhouse and Freshworks CRM

  • The company has developed a unique dual-platform spution that combines the best of two worlds. the robustness and power of the NetSuite SuiteCloud platform with the simplicity and ease of use afforded by Freshworks CRM, creating a powerful new top for sales and service professionals.
  • Freshworks CRM is a comprehensive and cost-effective cloud product that is offered with a free tier and is designed to be used by businesses of any size and across various industries. With its intuitive interface and powerful functionality, Freshworks CRM can help companies close more deals and better serve customers, resulting in increased revenue and customer satisfaction.
  • our unique dual-platform spution combines the best of two worlds. the robustness and power of the NetSuite SuiteCloud platform with the simplicity and ease of use afforded by Freshworks CRM, creating a powerful new top for sales and service professionals.
  • With Freshworks CRM, sales and service teams can track leads and opportunities, cplaborate on tasks and projects, and use intelligent notifications to stay informed about what’s happening in their accounts.
  • It allows them to easily set up and manage contacts, organize leads, and create custom workflows to meet the unique needs of their business. With the ability to quickly add important data like titles, phone numbers, email addresses, postal addresses, social media accounts, and more, Freshworks CRM helps teams manage their contacts with ease.
  • Integrating Clubhouse and Freshworks CRM makes it easy for sales and service professionals to track leads and opportunities within Clubhouse while using Freshworks CRM to drive all of their critical workflows.
  • Using Clubhouse and Freshworks CRM together makes it possible for users to:

Access the full power of Freshworks CRM from within Clubhouse;

Sync leads and opportunities from Freshworks CRM directly into Clubhouse so users can get a complete view of their pipeline in one place;

Use both tops together to manage tasks, set up team reminders, organize projects, process orders, share files, cplaborate with coworkers, use intelligent notifications to stay informed about what’s happening in their accounts, and more!

  • Integration of Clubhouse and Freshworks CRM makes it easy to track leads and opportunities within Clubhouse while using Freshworks CRM to drive all of their critical workflows.
  • What makes integration between Clubhouse and Freshworks CRM so great In a nutshell, there are three things:

It’s super easy to do; It’s super fast; There’s no additional cost.

  • First of all, integration between Clubhouse and Freshworks CRM is simple because it uses an API connection rather than a traditional web-hook integration. This means that users don’t have to use a third-party integration top or change their source code. They simply enable the integration in Clubhouse and connect Clubhouse to their Freshworks account via an API token that they receive from their Freshworks admin. Once this is done, users can then choose which data they want to sync between the two systems based on how they want to use them together. To help users get started with the integration process, we provide detailed instructions on how to connect Clubhouse with Freshworks via API token on our knowledge base article here. It’s not rocket science at all! And don’t worry if you’ve never used APIs before—our instructions walk you through each step along the way so you’ll be up and running in no time!
  • Second of all, integration between Clubhouse and Freshworks CRM is fast because it is done almost instantly when users enable the integration in Clubhouse; they then see their Freshworks data appear in Clubhouse almost immediately after that! As soon as users enable the integration in Clubhouse, they will receive an API token for their Freshworks account via email (or in-app notification. Once they enter this API token into Clubhouse they will see their data appear in minutes; usually in under 5 minutes in most cases! No waiting hours or days for data to be transferred, no worrying about whether it was successful or not—it just happens automatically when users enable the integration in Clubhouse! The only thing users need to do is enter their API token into Clubhouse once they receive it from their Freshworks admin—and that’s it! Our integration team will also be available by email or phone should there be any questions about the process or data once it is synced into Clubhouse. So it really is that simple!
  • Third of all, integrating Clubhouse with Freshworks CRM offers many benefits because it gives users access to fresh new ways of doing their job beyond just tracking leads and managing tasks. They can now use this integration to run smarter campaigns by getting more out of their data in Freshworks CRM, send targeted notifications to specific groups within their customer base, create customized workflows within Freshworks CRM that are triggered by created Clubhouse tasks, use Clubhouse tasks as trigger points for Freshworks workflow rules or actions, access more features within both platforms that weren’t previously available when working separately, etc.. Here are some examples of what users can do with this integration:

Automate workflows—For example, you can create a custom workflow in Freshworks CRM based on a new lead being created in Clubhouse. You could then automatically send an email to your lead asking them if they are interested in an upcoming webinar based on their company type (Freshworks knows all kinds of information about your lead!), or even update your lead’s status within Freshworks CRM if they haven’t responded yet (e.g., mark “interested” if they respond positively. Send targeted notifications—You could also send targeted notifications (for example, based on user status settings. to specific groups within your customer base using triggers within Clubhouse combined with actions within Freshworks CRM (e.g., send an email notification to customers who subscribe to your newsletter or mark them as “interested” if they respond positively. Create custom workflows—Since both products offer workflow functionality there is endless potential for customization and automation here! For example. You can create a workflow specifically for your lead generation campaign where once your sales rep creates a “Contacted Prospect” task in Clubhouse (which we call a “warm contact”. he/she would automatically receive a notification saying “Congrats! Your lead has been converted into a warm contact!” Then if another sales rep needs help closing that opportunity down the line she/he could send that same lead via email an automated welcome message stating “We just learned about your interest in X product! Would you like us to reach out” You can even extend these types of integrations further by sending a receipt confirmation email directly from Freshworks after a purchase is made through your store via a trigger action. Update your client list automatically—This is one of my favorite integrations! Once you link up your client list from Freshworks into Clubhouse you can then use Clubhouse tasks as triggers for updates within your client list within Freshworks. For example. If a client has already been assigned to a team member who is no longer at your company you can create a task called “Update Client List” which will then update that client record once it has been marked as completed. Or let’s say you have a client who has been with your company for 3 years—you can create a task called “3 Year Anniversary Task” which will update the date fields within your client list once it has been marked as completed! There are lots of other scenarios as well where you could use this type of task as a trigger point within Clubhouse which then updates your client list within Freshworks automatically. Or let’s say you have clients who have been referred from other clients—you could create a task called “Client Referral Task” which would then update the “Referral Source” field within your client list once it has been marked as completed! These are just some examples; there are many similar types of integrations you can do between Clubhouse tasks (which are built-in. and Freshworks CRM (which comes with hundreds of pre-built actions)! Use tasks as trigger points—Rather than using pre-built actions within FreshWorks CRM (which is what I described above), you can also use existing tasks within Clubhouse as triggers for workflows (or even other tasks. within FreshWorks CRM! For example. You might want to create a workflow that runs once

The process to integrate Clubhouse 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.