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Freshworks CRM + Alegra Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

Alegra Integrations

Best ways to Integrate Freshworks CRM + Alegra

  • Freshworks CRM Alegra

    Freshworks CRM + Alegra

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

    Freshworks CRM + Alegra

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

    Freshworks CRM + Alegra

    Send Estimate in Alegra when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Alegra Send Estimate
  • Freshworks CRM Alegra

    Freshworks CRM + Alegra

    Send Invoice in Alegra when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Alegra Send Invoice
  • Freshworks CRM Alegra

    Freshworks CRM + Alegra

    Create Item to Alegra from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Alegra Create Item
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

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

It's easy to connect Freshworks CRM + Alegra 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.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    Actions
  • 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.

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

How Freshworks CRM & Alegra Integrations Work

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

    (2 minutes)

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

Integration of Freshworks CRM and Alegra

Freshworks is a cloud-based customer relationship management (CRM. software, an integrated suite of tops that allows small and medium-sized businesses to manage customer interactions and operations. Freshworks integrates with Google Apps and Office 365 as well as with an array of third-party apps such as Salesforce, MailChimp, and WordPress. The company also offers a suite of mobile apps for iOS and Android. The applications are available as both freemium and premium versions.

Alegra?

Alegra is a cloud-based marketing automation top designed to help businesses build and nurture relationships through marketing emails and personalized content that is automatically delivered to their contacts based upon their behaviors and preferences.

Integration of Freshworks CRM and Alegra

The integration of Freshworks CRM and Alegra allows users to track the marketing activities of their contacts across all channels of communication. With this integration, marketers can view Web visitors, leads, sales opportunities, and customers in Alegra alongside contacts in Freshworks. This means that you will not need to switch between your CRM software for sales information and your marketing software for lead generation information. Instead, you will be able to see everything in one place.

Benefits of Integration of Freshworks CRM and Alegra

The integration of Freshworks CRM with Alegra will help users save time since they no longer have to switch between various platforms to make sure that their sales team has all the information they need about their leads. It will also allow you to gain better insights into your marketing activities by allowing you to track the performance of your marketing campaigns. Finally, you will be able to increase your conversion rate by sending out relevant emails that are customized for each individual contact.

In conclusion, the integration of Freshworks CRM with Alegra allows marketers to build stronger relationships with their contacts by providing them with relevant, personalized content via personalized emails.

The process to integrate Freshworks CRM and Alegra 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.