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Freshworks CRM + Clubhouse Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

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

About Clubhouse

Clubhouse is a simple and beautiful way to plan and build software.

Clubhouse Integrations

Best ways to Integrate Freshworks CRM + Clubhouse

  • Freshworks CRM Clubhouse

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Clubhouse Create Story
  • Freshworks CRM Clubhouse

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Clubhouse Create Story
  • Freshworks CRM Clubhouse

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Completed Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Completed Task
     
    Then do this...
    Clubhouse Create Story
  • Freshworks CRM Clubhouse

    Freshworks CRM + Clubhouse

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

    Freshworks CRM + Clubhouse

    Create Story to Clubhouse from New Deal in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Deal
     
    Then do this...
    Clubhouse Create Story
  • 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 + Clubhouse in easier way

It's easy to connect Freshworks CRM + Clubhouse 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.

  • Create Story

    Creates a new story.

How Freshworks CRM & Clubhouse 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 Clubhouse 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 Clubhouse.

    (2 minutes)

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

Integration of Freshworks CRM and Clubhouse

Freshworks CRM?

Freshworks CRM is a cloud-based customer relationship management (CRM. top that helps you to increase sales by improving your customer relationships through automation of repetitive tasks.

Clubhouse?

Clubhouse is the cplaboration hub in Freshworks CRM. It is where teams can share ideas, communicate, engage with customers, and track performance. Clubhouse empowers every team member to perform at their best.

Integration of Freshworks CRM and Clubhouse

The integration of Freshworks CRM and Clubhouse enables you to track all customer interactions in one single platform. Through this integration, you can use the data in both platforms simultaneously in order to have a complete view of each customer interaction. This integration allows you to send personalized emails based on specific details of each customer’s profile. These details include social networks, personal interests, company information, etc. All these details are available in the Freshworks CRM platform.

Benefits of Integration of Freshworks CRM and Clubhouse

The benefits of integrating Freshworks CRM and Clubhouse are as fplows:

The integration of Freshworks CRM and Clubhouse enables you to easily manage sales leads. You can do this by sending personalized emails to sales leads based on their profile in Freshworks CRM.

This integration enables you to create a true “single source of truth” for all of your sales activity. You can do this by using Freshworks CRM Salesforce Connector . The Salesforce Connector updates data from Freshworks CRM to Salesforce automatically. It also updates data from Salesforce to Freshworks CRM at specified time intervals. In addition, the Salesforce Connector allows you to access critical Salesforce data inside Freshworks CRM. You can do this by creating custom dashboards from any combination of data from Salesforce and Freshworks CRM. These dashboards can be used by your salesperson or sales manager to monitor key metrics related to their success. For example, dashboards can be created for a salesperson using data from Salesforce and Freshworks CRM. This dashboard can be accessed on a mobile device, so your salesperson can monitor important metrics while on the move. Dashboards can also be customized for different users with various permissions, so that authorized users can view only those metrics that they require. These dashboards allow you to review the data that matters the most at any given time without being distracted by irrelevant information.

The process to integrate Freshworks CRM and Clubhouse 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.