?>

Freshworks CRM + ClickUp Integrations

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

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

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
ClickUp Alternatives

Looking for the ClickUp Alternatives? Here is the list of top ClickUp Alternatives

  • Trello Trello
  • Todoist Todoist
  • Asana Asana
  • Microsoft To-Do Microsoft To-Do

Best ways to Integrate Freshworks CRM + ClickUp

  • Freshworks CRM Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    Close
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • Freshworks CRM Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • Freshworks CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • Freshworks CRM Google Calendar

    ClickUp + Google Calendar

    Turn ClickUp tasks into Google Calendar events Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Google Calendar Create Detailed Event
    Integrate ClickUp with Google Calendar and turn your ClickUp tasks into events in Google Calendar and get reminders right on time. When you set up this integration, it will automatically create a Google Calendar event with the title of the task. This is great for scheduling follow-up meetings or calling your co-workers about specific tasks.
    How This ClickUp-Google Calendar Integration Works
    • A new task is created in ClickUp
    • Appy Pie Connect turns that task into a detailed Google Calendar event
    Apps Involved
    • ClickUp
    • Google Calendar
  • Freshworks CRM Google Sheets

    ClickUp + Google Sheets

    Add new rows in the Google Sheets for new tasks in ClickUp Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    The process of sending actionable data to Google Sheets is quite valuable for data storage, but it can be time-consuming. This ClickUp-Google Sheets interface streamlines a time-consuming process. This integration inserts new tasks from ClickUp to a Google Sheet row automatically. Once active, whenever a new task is created on ClickUp, Appy Pie Connect will automatically add them to Google Sheets as a new row.
    How This ClickUp-Google Calendar Integration Works
    • A new task is created in ClickUp
    • Appy Pie Connect turns that task into a detailed Google Calendar event
    What You Will Require
    • ClickUp
    • Google Sheets account
  • 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 + 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.

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 and ClickUp can be considered as two separate systems that are used to manage your business. However, they can also be integrated together to improve their efficiency and effectiveness.

Integration of Freshworks CRM and ClickUp

You can integrate Freshworks CRM and ClickUp by using different methods such as email integration and API integration.

Email integration. You can integrate Freshworks CRM and ClickUp through emails. This is the most basic and easiest method of integration. Using this method, you can send out emails from Freshworks CRM to the contacts in your ClickUp account and vice versa. If you want the email to appear as an email from one of your employees or as an automated email, then you need to create a filter in Freshworks CRM that will redirect the email to your company’s email address.

API integration. The second method of integrating Freshworks CRM and ClickUp is API integration. The API stands for application program interface. A complete API integration of Freshworks CRM and ClickUp means that the software of both systems are linked together so that all information can be shared. This is more complex than an email integration, but it has many benefits. For example, if you have an API-integrated system, then you can automatically create new leads or tasks in ClickUp when you create a lead or task in Freshworks CRM.

Benefits of Integration of Freshworks CRM and ClickUp

There are many benefits of integrating Freshworks CRM and ClickUp. For example, the best benefit of integrating these two softwares is that you will not waste time on data entry. With data entry, it means that you cannot input data into one system without doing the same thing on the other system. With an integrated system, everything is saved automatically in both systems. For example, if you create a lead in Freshworks CRM, then it will automatically be created in ClickUp too. Likewise, if you create a task in Freshworks CRM, then it will automatically be created in ClickUp too.

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.