Integrate Freshservice with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between Freshservice and Zoho CRM

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About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Want to explore Freshservice + Zoho CRM quick connects for faster integration? Here’s our list of the best Freshservice + Zoho CRM quick connects.

Explore quick connects

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Connect Freshservice + Zoho CRM in easier way

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

  • Triggers
  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Freshservice & Zoho CRM Integrations Work

  1. Step 1: Choose Freshservice 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 Zoho 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 Freshservice to Zoho CRM.

    (2 minutes)

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

Integration of Freshservice and Zoho CRM

Freshservice

Freshservice gives a full visibility into the customer’s experience around applications, servers and network devices. It helps you achieve a rapid respution of issues by providing high-quality service.

Zoho CRM

Zoho CRM is a web-based customer relationship management application which provides comprehensive features to manage leads, contacts, opportunities, tasks etc.

Integration of Freshservice and Zoho CRM

This integration enables you to keep track of your customers’ issues as well as understand the state of their support requests. It also lets you capture all the information about the customer from Zoho CRM directly into Freshservice.

Integrating Freshservice and Zoho CRM will help you create a unified view of your customers’ profile. This also allows you to take advantage of powerful features of both the applications. For example, you can easily create a ticket from Zoho CRM to assign it to a certain engineer or technician. Also, Zoho CRM enables you to attach files such as documents, screenshots, and other relevant files for analysis.

Benefits of Integration of Freshservice and Zoho CRM

Having an integrated system gives you an opportunity to improve the overall customer experience significantly. It will allow you to monitor the current status of each ticket and see who is working on it and how far they have progressed with the task. You can also receive real-time alerts and notifications so that you can respve issues faster and prevent them from escalating.

Another benefit is the ability to measure the productivity and efficiency of your team members. This will help you determine whether there is any room for improvement or not. Additionally, because all your customer data is in one place, it will be easier for you to gain insights about your customers and their behavior. This way, you can identify any pain points and improve your customer service strategy accordingly.

Integrating Freshservice and Zoho CRM will help you stay updated on all your support tickets and clearly understand what needs to be done next. It will also enable you to gain more insight about your customers and make better business decisions in the long run. Overall, integrating Freshservice and Zoho CRM will help you enhance the customer experience while managing your support team more efficiently.

The process to integrate Freshservice and Zoho 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm