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Freshteam + Zoho CRM Integrations

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

  • 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 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.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

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Best ways to Integrate Freshteam + Zoho CRM

  • Freshteam Zoho CRM

    Freshteam + Zoho CRM

    Create/Update Lead to Zoho CRM from New Employee in Freshteam Read More...
    Close
    When this happens...
    Freshteam New Employee
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Freshteam Zoho CRM

    Freshteam + Zoho CRM

    Create/Update Contact to Zoho CRM from New Employee in Freshteam Read More...
    Close
    When this happens...
    Freshteam New Employee
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Freshteam Zoho CRM

    Freshteam + Zoho CRM

    Create Module Entry to Zoho CRM from New Employee in Freshteam Read More...
    Close
    When this happens...
    Freshteam New Employee
     
    Then do this...
    Zoho CRM Create Module Entry
  • Freshteam Zoho CRM

    Freshteam + Zoho CRM

    Add Attachment in Zoho CRM when New Employee is created in Freshteam Read More...
    Close
    When this happens...
    Freshteam New Employee
     
    Then do this...
    Zoho CRM Add Attachment
  • Freshteam Freshteam

    Zoho CRM + Freshteam

    Create Employee to Freshteam from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Freshteam New Contact
     
    Then do this...
    Freshteam Create 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 + Zoho CRM in easier way

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

    Triggers
  • New Employee

    Triggers when a new employee is created.

  • 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
  • Create Employee

    Creates a Employee.

  • Update Employee

    Updates an existing employee.

  • 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 Freshteam & Zoho CRM 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 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 Freshteam to Zoho CRM.

    (2 minutes)

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

Integration of Freshteam and Zoho CRM

Freshteam

Freshteam is a CRM software designed to enable businesses to manage customer relations, marketing campaigns and other aspects of their business.

Zoho CRM

Zoho CRM is a CRM software that enables businesses to manage customer relations, marketing campaigns and other aspects of their business. It is designed as a cloud-based platform, which means it is accessed over the Internet and not installed on a user’s desktop computer. The software can be accessed from any computer with an Internet connection.

Integration of Freshteam and Zoho CRM

Freshteam has a built-in integration with Zoho CRM. Users of Freshteam can integrate Freshteam and Zoho CRM by logging into zoho.com/crm/signup. Then they will need to verify their email address by clicking the link sent to their email address. Fplowing this, users need to click “Create your organization” on the Zoho dashboard. Next, they need to click on the “Integrations” tab at the top left hand corner of their screen and then select “Freshteam” under “Software Integrations”. This will take them to the Freshteam integration page. To complete the integration, users need to click on the blue “Connect” button located under the Freshteam logo. This will redirect users to Freshteam’s website where they will need to enter their login credentials in order to finish the integration process. Once they have entered their login details, they will be redirected back to Zoho. On the Zoho dashboard, users will now see a new section called “Freshteam” located in the left hand side cpumn. Users need to click on “Connect to Freshteam” in this section. This will take them back to Freshteam where they will need to enter their Zoho user ID and password in order to finish the integration process. Once they have entered their password they will be redirected back to Zoho where they will see a new Integration status value change from “Connecting” to “Connected”.

Benefits of Integration of Freshteam and Zoho CRM

This integration allows users of both Freshteam and Zoho CRM to easily connect their accounts together for seamless communication between both platforms. They can then use their Freshteam account to access the Customer Relationship Management (CRM. module within Zoho CRM or use their Zoho CRM account to access the Sales module within Freshteam. For example, if a user is using both platforms, they can create a new contact record in Zoho CRM and quickly view all of the details about that contact within Freshteam. Similarly, if a user is using both platforms, they can create a new lead record in Freshteam and quickly view all of the details about that lead within Zoho CRM. Another advantage of this integration is that using both platforms together reduces the time it takes for users to complete various tasks. For example, if a user is using both platforms together they may be able to create a lead record in one platform and then immediately fplow up with that lead using information from one of their accounts in another platform. Another advantage of this integration is that it saves users time because it eliminates the need for them to go back-and-forth between multiple accounts on multiple platforms when completing different tasks. For example, if a user is using both platforms together, they may be able to create a new contact record for one customer on one platform and then create an opportunity on another platform based on that contact record without having to first log into that other platform first.

The process to integrate Freshteam 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.