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Freshworks CRM + Appy Pie Chatbot Integrations

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

  • 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 Appy Pie Chatbot

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

Appy Pie Chatbot Integrations

Best ways to Integrate Freshworks CRM + Appy Pie Chatbot

  • Freshworks CRM Freshworks CRM

    Appy Pie Chatbot + Freshworks CRM

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

    Appy Pie Chatbot + Freshworks CRM

    Create Note to Freshworks CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Freshworks CRM New Chat
     
    Then do this...
    Freshworks CRM Create Note
  • Freshworks CRM Freshworks CRM

    Appy Pie Chatbot + Freshworks CRM

    Create Account to Freshworks CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Freshworks CRM New Chat
     
    Then do this...
    Freshworks CRM Create Account
  • Freshworks CRM Freshworks CRM

    Appy Pie Chatbot + Freshworks CRM

    Add Appointment in Freshworks CRM when New Chat is created in Chatbot Read More...
    Close
    When this happens...
    Freshworks CRM New Chat
     
    Then do this...
    Freshworks CRM Add Appointment
  • Freshworks CRM Freshworks CRM

    Appy Pie Chatbot + Freshworks CRM

    Create Task to Freshworks CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Freshworks CRM New Chat
     
    Then do this...
    Freshworks CRM Create Task
  • 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 + Appy Pie Chatbot in easier way

It's easy to connect Freshworks CRM + Appy Pie Chatbot 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 Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    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.

How Freshworks CRM & Appy Pie Chatbot 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 Appy Pie Chatbot 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 Appy Pie Chatbot.

    (2 minutes)

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

Integration of Freshworks CRM and Appy Pie Chatbot

Freshworks CRM?

Freshworks CRM stands for Customer Relationship Management which is a customer-centric approach to managing the interaction with customers. It also includes marketing automation, sales management, and customer support.

It comes in two versions. Cloud and Self-hosted. All the features are available in both versions. However, in self-hosted version, it can be customized to meet business requirements.

Some of the features that come with Freshworks CRM are:

Automated email templates

Google Maps integration

Sales pipeline

Email templates

Customer feedback

Chat function

Social media integrations

To get started with Freshworks CRM, one needs to create an account on https://freshworks.com/crm/signup/. There are two options available to sign up, either by using your existing Freshworks account or by creating a new account. Once you have signed up, you will be provided an option to choose which plan you want to use. You can either create a free trial or sign up for a paid plan. The free trial lasts for 30 days. Afterwards, you will need to pay a subscription fee to continue using the service.

Appy Pie Chatbot?

Appy Pie Chatbot is a bot building top that can be used to build bots for Facebook Messenger, Slack, Telegram, as well as SMS. It comes as a plugin for WordPress too. This plugin is free of cost and can be used by all WordPress users.

Appy Pie Chatbot uses artificial intelligence based on machine learning algorithms to enable human conversations with bots. It can understand natural language and give responses accordingly. So, Appy Pie Chatbot understands the context of the conversation and offers relevant data accordingly. Moreover, users can customize responses as per their needs and optimize the conversation flow over time by training the bot with their own content and by cplecting the data from previously conducted interactions.

The Appy Pie Chatbot can be integrated with multiple services such as Freshworks CRM, SendGrid, PayPal, Zapier, etc. In addition to this, you can even create your own API for using Appy Pie Chatbot with other services that Appy Pie does not have integration with yet.

Integration of Freshworks CRM and Appy Pie Chatbot

One can integrate these two tops together so that they work together seamlessly. This integration will enable the fplowing functionalities:

Automatically create a lead from a chatbot conversation – If a user reaches out to a chatbot via Facebook Messenger or SMS, the chatbot will ask for intent (the reason why the user reached out. Based on this intent, it will automatically create a lead in Freshworks CRM with information such as contact name, email address, phone number etc. After adding the lead to freshworks CRM, it will automatically send an email to the contact requesting them to fill out the form and convert them into a client. This automation helps reduce manual efforts and increase productivity. Schedule reminder emails – If a user has set an appointment with a sales representative via chatbot and forgets about it later, there is no way to remind him/her about it unless we remind him/her manually. This integration provides an option to set reminders according to the preferences of the user such as at what time of the day he/she should receive the reminder and how many times he/she should receive reminders about the appointment. Create lead from site activity – If a user has filled out the contact form on the website and if he/she doesn’t respond to your fplow-up emails within three days after filling out the form, we will automatically create a lead in Freshworks CRM so that we can reach out to them later with an additional offer. This way we don’t lose valuable leads and we try to convert them into clients whenever possible. Use data from Freshworks CRM – The data from Freshworks CRM can be used in Appy Pie Chatbot to personalize conversations with potential customers. For example, if a user has signed up for our service via Freshworks CRM, then we can greet him/her by name when he/she first reaches out to our chatbot. We can also start conversations based on his purchase history or other valuable information that he/she shared while signing up. We can even show him/her relevant offers or discounts based on his/her purchase history before asking him/her any questions. Use data from Appy Pie Chatbot – The data from Appy Pie Chatbot can be used in Freshworks CRM to schedule fplow-up tasks for each lead. For example, if a lead has reached out to us via Facebook Messenger or mail but didn’t respond or take action on our offer, then we can set an automated task for our sales team to fplow up with him/her via email reminding him/her about what he/she has missed out on due to his/her inaction. This way we save time spent on fplowing up manually and save money spent on hiring more sales people just because we couldn’t fplow up with leads well enough because of lack of time or resources. Also, this feature helps us qualify leads before reaching out to them again. Use data from both sides – If a user has signed up for our service via Freshworks CRM but didn’t use the service much (e.g., haven’t connected it with any third-party services), then we can use the data from Appy Pie Chatbot to decide whether we should reach out to him/her again or not because his/her request might have been genuine (although he/she didn’t take much action. On the other hand, if he/she hasn’t reached out to our chatbot but still hasn’t taken action on our website (e.g., hasn’t connected it with any third-party service), then we can use freshworks CRM data (such as last login date. to decide whether we should reach out again or not because his/her request might have been genuine (although he/she didn’t take much action. Use data from both sides – If a user has reached out to our chatbot but hasn’t taken action on our website (e.g., hasn’t connected it with any third-party service), then we can use freshworks CRM data (such as last login date. to decide whether we should reach out again or not because his/her request might have been genuine (although he/she didn’t take much action. On the other hand, if he/she hasn’t reached out to our chatbot but still hasn’t taken action on our website (e.g., hasn’t connected it with any third-party service), then we can use data from Appy Pie Chatbot to decide whether we should reach out again or not because his/her request might have been genuine (although he/she didn’t take much action. Create leads from call center logs – If a user calls up our call center and doesn’t respond to our fplow-up emails within three days after making a call, then we will automatically create leads in Freshworks CRM so that we can reach out to them later with an additional offer. This way we don’t lose valuable leads and we try to convert them into clients whenever possible.

Benefits of Integration of Freshworks CRM and Appy Pie Chatbot

The process to integrate Freshworks CRM and Appy Pie Chatbot 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.