Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation
ClickMeeting IntegrationsFreshworks CRM + ClickMeeting
Add New Registrant in ClickMeeting when New Appointment is created in Freshworks CRM Read More...Freshworks CRM + ClickMeeting
Create New Event to ClickMeeting from New Appointment in Freshworks CRM Read More...Freshworks CRM + ClickMeeting
Add New Registrant in ClickMeeting when New Task is created in Freshworks CRM Read More...Freshworks CRM + ClickMeeting
Create New Event to ClickMeeting from New Task in Freshworks CRM Read More...Freshworks CRM + ClickMeeting
Add New Registrant in ClickMeeting when New Completed Task is created in Freshworks CRM Read More...It's easy to connect Freshworks CRM + ClickMeeting without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Triggers when a new attendee registers to your event.
Triggers when you create a new event.
Triggers when you create a new event with registration.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
A new attendee will be registered to your event.
A new event will be created.
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Freshworks CRM is a leading Customer Relationship Management software that helps organizations to track and manage their clients, partners and employees. It has a wide range of features that help businesses to achieve their goal effectively. ClickMeeting is a web conferencing product that helps organizations to conduct meetings online with the world. The integration of Freshworks CRM and ClickMeeting is a great spution for enterprises as it enables them to have a powerful web conferencing spution along with a leading customer relationship management software.
In this part of the article, I will discuss about the integration of Freshworks CRM and ClickMeeting. Freshworks CRM has a wide range of features such as Salesforce Automation, Business Intelligence, Lead Management, Contact Management, Marketing Automation, Campaign Management and Event Management etc. All these features provide a comprehensive spution for organizations to manage their clients efficiently. On the other hand, ClickMeeting is a web conferencing product that enables users to conduct online meetings by connecting them to web cameras/microphones or by using desktop sharing. It has a simple interface and it’s easy to use. There are many benefits of integrating Freshworks CRM and ClickMeeting. Some of them are as fplows:
Automated Communication
The integration of Freshworks CRM and ClickMeeting enables users to automate their communication. For example, if a new lead is created in Freshworks CRM then it should be automatically added to the list of leads in ClickMeeting and vice versa. This way users do not need to create events manually and they can focus on conducting meetings and providing their clients with services.
Sharing Information
It becomes easier for users to share information between Freshworks CRM and ClickMeeting. For example, if there is a meeting running in Freshworks CRM then the user can share his desktop or any other application with others in the meeting by using ClickMeeting. As there is no need to install any software on the machine of others users, the process is very simple and efficient.
Extend Features
There are several features that can be integrated into Freshworks CRM and ClickMeeting like. Desktop Sharing, Online Meeting, Web Conferencing, Chatting Service etc. By doing this users can easily extend the features of either Freshworks CRM or ClickMeeting; thus enhancing the overall functionality of the system.
From the above discussion, it can be concluded that there are many benefits of integrating Freshworks CRM and ClickMeeting. The key advantage lies in automating the business processes in an organization. Users can easily integrate these two products with minimum effort and achieve greater efficiency in their organization.
The process to integrate Freshworks CRM and ClickMeeting 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.