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Integrate Drift with Freshworks CRM

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

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About Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

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 Drift + Freshworks CRM

  • Drift Integration Freshworks CRM Integration

    Drift + Freshworks CRM

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

    Drift + Freshworks CRM

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

    Drift + Freshworks CRM

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

    Drift + Freshworks CRM

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

    Drift + Freshworks CRM

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

    Drift + {{item.actionAppName}}

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

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

    Triggers
  • New Message

    Triggers each time when a new message in a conversation is received.

  • 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 or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates 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.

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

How Drift & Freshworks CRM Integrations Work

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

    (2 minutes)

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

Integration of Drift and Freshworks CRM

Drift

Freshworks CRM is a customer relationship management top that helps companies manage their contacts, leads and other related data.

Freshworks CRM

Drift is a marketing and sales automation platform that allows users to automate and streamline their marketing and sales workflows.

Integration of Drift and Freshworks CRM

The integration of Drift and Freshworks CRM can be used to close deals faster and increase revenue by using behavioral data from Drift as the trigger to track progress and conversion rates.

This integration can be set up manually or through Zapier, an app that connects different software products.

Once the integration is set up, you can use the triggers and actions between Drift and Freshworks CRM.

For example, you can create a trigger in Drift and an action in Freshworks CRM to send a message to someone who has not taken an action after ninety days. The action will then be fired once the trigger is executed.

Benefits of Integration of Drift and Freshworks CRM

The integration of Drift and Freshworks CRM makes it easy for companies to use the power of both platforms to optimize their marketing efforts. The benefits are listed below.

  • Convenience of Data Transfer

It’s easier to transfer data from Drift to Freshworks CRM because they are integrated with each other. With the integration, the company will be able to handle all their customer data in one place. This also saves them time because they won’t have to login to different platforms when they need to access customer data. There’s no need for this when the two tops are integrated. It’s just a matter of using one platform instead of switching between several apps.

  • Gain Better Insight into Behavioral Data

Using the integration of Drift and Freshworks CRM, you will be able to gain insight into your customers’ behavior by tracking their actions on both platforms. Tracking their behavior will help you improve your sales funnel by seeing how your customers are interacting with you. For example, if they don’t take an action after one week, you know that they are not engaged with your product or service. You can then take appropriate steps to engage them. You can also do A/B testing of your landing pages to see which design works best for your customer base.

  • Increase Customer Engagement with Automated Marketing Strategies

Integrating Drift and Freshworks CRM will allow you to automate your marketing strategies without having to hire more staff members or spend hours sending emails or calling up customers. You can use these tops to set up automated rules for your marketing campaigns. For instance, you can set up rules for segmentation, where new leads are divided into different groups based on their demographics. Once they reach certain milestones, they will be moved to the next stage in the marketing pipeline based on the triggers that you set up in the integration. You can set up rules that prompt you to send out messages at certain times of the day, week or month. These messages will prompt your customers to take some specific actions, such as filling out a form or opting in for a free trial of your product or service. The integration allows you to streamline your marketing strategies so you can focus on more important duties while still engaging with customers. You can also use email automation via Zapier so you don’t have to spend time manually sending emails. Instead, your emails will be automatically sent out at certain times, making it easier for you to manage your communications with customers.

The process to integrate Drift 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.