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Integrate Freshworks CRM with BulkGate

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

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About Freshworks CRM

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

About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

BulkGate Integrations

Best ways to Integrate Freshworks CRM + BulkGate

  • Freshworks CRM Integration BulkGate Integration

    Freshworks CRM + BulkGate

    Send Transactional SMS in BulkGate when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • Freshworks CRM Integration BulkGate Integration

    Freshworks CRM + BulkGate

    Send Promotional SMS in BulkGate when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • Freshworks CRM Integration BulkGate Integration

    Freshworks CRM + BulkGate

    Send Transactional SMS in BulkGate when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Task
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • Freshworks CRM Integration BulkGate Integration

    Freshworks CRM + BulkGate

    Send Promotional SMS in BulkGate when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Task
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • Freshworks CRM Integration BulkGate Integration

    Freshworks CRM + BulkGate

    Send Transactional SMS in BulkGate when New Completed Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Completed Task
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • Freshworks CRM Integration {{item.actionAppName}} Integration

    Freshworks CRM + {{item.actionAppName}}

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

It's easy to connect Freshworks CRM + BulkGate 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.

    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.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Freshworks CRM & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

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

Integration of Freshworks CRM and BulkGate

Freshworks CRM

BulkGate is a feature that is included with Freshworks CRM. It helps users to automate the process of sending emails to contact lists. The process includes cleaning up contact lists, verifying addresses, and filtering out the invalid ones. It also helps in creating subject lines accordingly so that users can have better open rates.

BulkGate

BulkGate is a feature that is included with Freshworks CRM. It helps users to automate the process of sending emails to contact lists.

Integration of Freshworks CRM and BulkGate

BulkGate is an important feature incorporated into Freshworks CRM. This feature helps users automate their email outreach by making it easier to clean up contact lists, verify addresses, and filter out the invalid ones. It also helps in creating subject lines accordingly so that users can have better open rates.

Benefits of Integration of Freshworks CRM and BulkGate

There are various benefits associated with integration of Freshworks CRM and BulkGate. Some of them are as fplows:

  • Improved Subject Line Creation Processes

BulkGate helps users to create subject lines that will help them in getting better open rates. It provides an option for pre-populating the subject line with the name of the contact. If the contact’s name consists of two capital letters, then it can be converted into a proper noun. Another benefit associated with this feature is that it helps in creating subject lines which are personalized without having to copy and paste information from one email template to another. One can simply use the ‘name_from_contact_list’ variable provided by BulkGate to create customized subject lines.

  • Cleanup Contact Lists

The Cleanup contacts feature helps users remove duplicates, invalid or unwanted contacts from their list. This feature helps in improving the quality of contact lists and allows users to focus on the prospects who matter most to their business.

  • Verify Addresses and Import Contact Data

The Verify addresses feature helps users import contact data from web forms and Google Sheets, thus saving time and making it easier to manage prospects. Users can also verify new contacts using several different verification methods. Google, Facebook, Twitter, LinkedIn, and Zoho CRM accounts. After verifying, BulkGate automatically adds the new contacts to the list and provides a link that allows users to review the results of the verification process. They can then choose to add or remove contacts from their contacts list.

By integrating Freshworks CRM and BulkGate, users can enjoy various benefits such as improved subject line creation processes, cleanup contact lists, verify addresses and import contact data.

The process to integrate Freshworks CRM and BulkGate 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.