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Freshteam + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshteam and Customerly

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

Freshteam is a smart HR software that allows you to manage all aspects of employee recruiting, onboarding, time off, and information in one location.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Freshteam + Customerly

  • Freshteam Customerly

    Freshteam + Customerly

    Create or Update Lead to Customerly from New Employee in Freshteam Read More...
    Close
    When this happens...
    Freshteam New Employee
     
    Then do this...
    Customerly Create or Update Lead
  • Freshteam Customerly

    Freshteam + Customerly

    Create or Update User to Customerly from New Employee in Freshteam Read More...
    Close
    When this happens...
    Freshteam New Employee
     
    Then do this...
    Customerly Create or Update User
  • Freshteam Customerly

    Freshteam + Customerly

    Add User Tag in Customerly when New Employee is created in Freshteam Read More...
    Close
    When this happens...
    Freshteam New Employee
     
    Then do this...
    Customerly Add User Tag
  • Freshteam Freshteam

    Customerly + Freshteam

    Create Employee to Freshteam from New Lead in Customerly Read More...
    Close
    When this happens...
    Freshteam New Lead
     
    Then do this...
    Freshteam Create Employee
  • Freshteam Freshteam

    Customerly + Freshteam

    Update Employee in Freshteam when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Freshteam New Lead
     
    Then do this...
    Freshteam Update Employee
  • Freshteam {{item.actionAppName}}

    Freshteam + {{item.actionAppName}}

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

It's easy to connect Freshteam + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Employee

    Triggers when a new employee is created.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Employee

    Creates a Employee.

  • Update Employee

    Updates an existing employee.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Freshteam & Customerly Integrations Work

  1. Step 1: Choose Freshteam 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 Customerly 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 Freshteam to Customerly .

    (2 minutes)

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

Integration of Freshteam and Customerly

Freshteam

Freshteam is an integrated customer support platform that was founded in 2012. The company has its headquarters in the United States. It provides companies with customer support platforms that eliminate the need for multiple sputions.

According to the CEO of Freshteam, the reason behind the creation of this customer support platform was to address increasing issues concerning bulky customer support platforms. The main objective of Freshteam is to provide a single spution for all your customer support needs. The company was created when the founders realized that small and medium-sized businesses were struggling to manage customer support without having any specialized personnel on their team.

The main purpose of Freshteam is to assist companies in developing a customer support platform that is capable of addressing all their concerns. The company provides its clients with the fplowing features:

Phone Support

Email Support

Help Desk

Live Chat

Social Media Support

Easy Analytics

Customer Feedback Surveys

Knowledge Base

Customer Satisfaction Surveys

Issue Tracking

Report Management System

A powerful Reporting Top that allows you to track your customer support activities and ensure that they are carried out in accordance with your business goals. All your reports can be customized and exported as PDF or Excel format files. Reports include. User Activity, Issue Tracking, Ticket History and Analytics. You can also create groups, teams and assign profiles to your agents. This way you can see what each agent did, how much time they spent on each ticket and how many tickets were answered by each team member.

Customer Service Dashboard that shows everything you need to know about your customers. You will see graphs about your performance, time spent per ticket, number of tickets etc. If you want you can create groups, teams and assign profiles to your agents so you can keep track of their activity. There are also a few reports such as ticket history, user activity, analytics etc. that can be customized and exported as PDF or Excel format files. You can also create groups, teams and assign profiles to your agents. This way you can see what each agent did, how much time they spent on each ticket and how many tickets were answered by each team member.

It also provides its users with a Knowledge Base where they can archive their Frequently Asked Questions (FAQs), enabling them to easily locate answers when needed. This feature makes it easier for the company’s agents to handle customer inquiries since they won’t have to spend time looking for the answers in various places. The FAQs can also be categorised depending on their topics so that they are easy to find and read. The most important thing about the FAQs is that they are kept up to date so that they are relevant to all new inquiries coming in.

Another feature provided by Freshteam is the ability to send email notifications to certain individuals whenever an issue arrives at their Help Desk. This feature gives users greater contrp over their business operations by allowing them to send emails to a list of people whenever a situation requires their action. In addition, Freshteam allows users to add tags to issues so that they can easily categorise inquiries according to their topics and find them later when needed.

Freshteam allows users to integrate Google Apps into their Help Desk by using Google Authentication, which means that users can sign in using their Google credentials instead of creating new accounts on Freshteam. With Google integration, users are able to get the best of both worlds. Freshteam’s functionality combined with all the benefits of Google’s products. Users can access all their email attachments, documents and contact lists even if they are not signed in, which enables them to work faster and more efficiently. Freshteam also allows users to connect their Google calendar and show upcoming events on their Help Desk calendars so agents can respond faster when needed. This way customers receive high-quality service and agents do not have to spend time scheduling appointments for chats or phone calls. All appointments become automated so there is no need for manual entry anymore. In addition, agents can take advantage of Google Hangout interviews as well as Google Drive cplaboration tops while they are handling customer questions or requests. This helps ensure that all data is saved online and accessible from anywhere at any time, providing users with greater freedom and flexibility when taking care of tasks and responding to inquiries. Moreover, users can send invoices directly from Freshteam to clients’ Gmail accounts so they do not have to download attachments again or copy-and-paste information into another program. Everything is handled online so clients receive high-quality service while enjoying the convenience of not having to download anything or fill out forms manually again. Since Freshteam integrates seamlessly with Google Apps, users receive comprehensive reporting and monitoring tops regarding their customers’ requests and inquiries as well as their own performance in dealing with them. All statistics are available online so there is no need for manual entry and users can access them from anywhere at any time. This way Freshteam helps deliver better service through seamless communication between agents, customers and management staff alike. In addition, Google Apps integration allows users to schedule meetings via Google Calendar, cplaborate on documents stored in Google Drive and use Hangout interviews for optimal productivity without having to waste valuable time scheduling appointments manually. Furthermore, it does not require training so it is easy to implement for anyone who uses Gmail for work. Instead of going through extensive training sessions, users can simply log into Freshteam using their Google account details, which eliminates any confusion or problems with training and eliminates extra expense as well. Freshteam offers flexible pricing plans so users may choose one that best suits their needs depending on the size of their business or organisation as well as the frequency of customer inquiries they receive. The company also offers free trials so users may test its services before making a commitment. They may also set up a Demo Account so they can try out the software before purchasing it or contact the Help Desk for assistance with implementation at no charge whatsoever. These great incentives allow companies and organisations around the world to enjoy high-quality service at competitive prices without incurring extra costs for implementation or training along the way. Another great advantage that sets Freshteam apart from other providers is its ability to integrate with widely used software such as WordPress and Drupal, allowing businesses in Australia and abroad to take advantage of these applications without having to pay extra expenses for third-party integration services. Customers will be able to integrate Freshteam with WordPress blogs or websites by installing the plugin provided by Freshteam itself while Drupal owners may install the module provided by Freshteam on their website or blog once they have registered an account on freshteamsupportdemo.com Having these applications integrated with Freshteam makes it easier for customers to submit requests for help directly from their blog posts or websites rather than having them go through a separate interface first in order to submit a question or inquiry. This way businesses receive higher quality service because it takes less time for customers to submit an inquiry or request for help compared with separate platforms where they must go through an entirely different process before submitting an inquiry or request for help via these platforms separately. In addition, Drupal integration allows users to insert Freshteamsupporthelp button on websites wherever they want so visitors may submit requests for help directly from these pages without having to go through an entirely different process first in order to submit a question or inquiry via a separate interface or application. So Drupal integration enables companies or organisations around the world to save significantly on third-party integration services while receiving high-quality service at competitive costs at the same time while they take advantage of those widely used applications at the same time! This means that there is no need for separate integration services as well as extra costs related thereto since Freshteam integrates seamlessly with these widely used applications right out of the box! In addition, Freshteam offers a dedicated Account Manager so users can take full advantage of its services while saving money at the same time since they only have one point of contact who handles all their issues, questions and inquiries without having to go through several layers of management staff before reaching someone who is capable of addressing all their concerns at one time. This way businesses save significant amounts of time and money by eliminating unnecessary bureaucracy along the way while still receiving high-quality service at competitive costs! Also, there is no need for expensive upgrades so clients pay only for what they use rather than being forced into paying for features they will never use but are nevertheless required in order to use certain software applications! This way businesses save money while receiving high-quality service at competitive costs without incurring unnecessary expenses along the way! Last but not least, Freshteam has been offering its services since 2012 while gaining thousands of clients around the world thanks to its great benefits and fantastic features! This means that there is plenty of experience behind this great product so clients know they will receive high-quality service at competitive costs! As soon as you register on fresh

The process to integrate Freshteam and Customerly 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.