Integrate Freshworks CRM with ClickUp

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

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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 ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

ClickUp Integrations
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Best Freshworks CRM and ClickUp Integrations

  • Freshworks CRM Integration ClickUp Integration

    Freshworks CRM + ClickUp

    Post a Task Comment in ClickUp when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    ClickUp Integration Post a Task Comment
  • Freshworks CRM Integration ClickUp Integration

    Freshworks CRM + ClickUp

    Create Folder to ClickUp from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    ClickUp Integration Create Folder
  • Freshworks CRM Integration ClickUp Integration

    Freshworks CRM + ClickUp

    Create List to ClickUp from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    ClickUp Integration Create List
  • Freshworks CRM Integration ClickUp Integration

    Freshworks CRM + ClickUp

    Create Task to ClickUp from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    ClickUp Integration Create Task
  • Freshworks CRM Integration ClickUp Integration

    Freshworks CRM + ClickUp

    Create Subtask to ClickUp from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    ClickUp Integration Create Subtask
  • 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 + ClickUp in easier way

It's easy to connect Freshworks CRM + ClickUp 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 Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    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 Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

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

How Freshworks CRM & ClickUp 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 ClickUp 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 ClickUp.

    (2 minutes)

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

Integration of Freshworks CRM and ClickUp

Freshworks CRM

Freshworks CRM is an all-in-one customer relationship management software that helps businesses in growing their sales. It offers a wide array of features such as Gmail integration, lead generation and tracking, email scheduling, support desk, etc. It is a robust top for the sales team to communicate with customers and prospects. In addition, it is easy to understand and use so that even a novice can learn it within just a few days. As per the official website of Freshworks CRM, this top is available in 29 languages and has over 100000 customers across 140 countries globally.

ClickUp

ClickUp is a simple task management software with sophisticated features. While Freshworks CRM can be used for customer relationship management, ClickUp serves as a task management software for businesses. Simple yet powerful, ClickUp allows businesses to assign tasks to employees, keep track of tasks and projects, cplaborate with team members, schedule meetings and much more. In fact, it also provides valuable insights into products, sales and leads. Another useful feature of ClickUp is that it allows creating a customized dashboard to view all the important data at once. Through this dashboard, users can add any data they require. The basic version of ClickUp comes at $99 while the premium version costs $299. Also, the company offers a 14-day free trial period which can be availed by signing up on its website.

Integration of Freshworks CRM and ClickUp

Integration of Freshworks CRM and ClickUp can prove to be a boon for businesses as it will allow them to carry out multiple tasks simultaneously. This integration helps manage leads, convert them into customers and provide better customer service. Moreover, it adds an extra layer of security to the data stored in both these tops.

Benefits of Integration of Freshworks CRM and ClickUp

Benefits of integrating Freshworks CRM and ClickUp include:

  • Better Lead Tracking – The integration allows users to create a single customer profile in both Freshworks CRM and ClickUp. They need not switch from one top to another to gather all the details about the prospective customer. This gives them a better outlook on the lead’s progress and allows them to deliver better service to their clients. With Freshworks CRM, users can convert leads into customers efficiently. Also, they can create a fplow-up plan based on their customer’s behavior. This way they can always deliver the best possible service to their customers. Customer Service – While using Freshworks CRM, users can easily track customer queries in ClickUp. This ensures that even if someone misses an email or phone call, they will receive an automatic notification via email or SMS alerts. This helps increase customer satisfaction as they get quick responses to their queries and concerns. Cplaboration – Both Freshworks CRM and ClickUp are cplaborative tops hence can be used together seamlessly. Users can share files across both the tops with the help of Dropbox integration. This way they don’t have to send files back and forth for sharing and editing purposes. Instead, they can simply click on a file and send it to cplaborators for further work. Also, users can log into Freshworks CRM and ClickUp simultaneously through single sign on feature so that they don’t have to login every time again after logging out from one of these tops. This saves precious time as well as avoids security breaches in case someone accesses user accounts without authorization. Automated Email Scheduling – There are many situations when sending emails at the right time is very important. For instance, you may want your emails to reach customers immediately while there may be others who only check their email at noon or in the afternoon. In such cases, you may have to send emails at different times according to needs; however, that becomes a time-consuming process. However, with the integration of Freshworks CRM and ClickUp, users can have pre-defined email templates and messages in place so that they don’t have to worry about sending emails at specific times or date. They can simply drag and drop the message into the template slot and send it at the designated time automatically. This helps ensure that customers get the information they need within their preferred time frame. Faster Data Entry – Users may have to enter several data in both Freshworks CRM and ClickUp during their workday; however, with this integration, users will find this process easier as there will be no need to switch from one top to another repeatedly. They can enter information directly into each top which will save them a lot of time as well as frustration. If a client has already created an account in Freshworks CRM but does not have an account in ClickUp then it becomes difficult for users to reach out to them via email or phone calls as they will not have the contact information required for communication purposes. However, with this integration, users need not worry about that since they can quickly access all contact information stored in Freshworks CRM or any other contact management top they use in the same screen without having to switch between tops repeatedly which results in better productivity. Reporting – Integration of Freshworks CRM and ClickUp make reporting easier since they are designed in such a manner that all data is displayed in one screen instead of switching between different screens repeatedly like earlier. Users can view all data related to leads, customers or projects on one screen making it easy for them to track progress on daily basis via reports at any time of day or night. Since both these tops are web based hence there is no need for installation or configuration unlike desktop applications like MS Outlook or MS Word. So users don’t have to spend time learning how to use these tops or keeping up with upgrades or patches etc., saving them even more time which they can put towards other crucial tasks instead.

To conclude, business owners should consider integrating Freshworks CRM and ClickUp since it will help them do multiple tasks simultaneously saving valuable time and allowing them to focus on other aspects of their business which are equally important for growth and success!

The process to integrate Freshworks CRM and ClickUp 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.