Integrate Freshworks CRM with Facebook Page

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

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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 Facebook Page

Facebook Pages allow businesses to develop their brand, grow their audience and start conversations with customers and people interested in learning more.

Want to explore Freshworks CRM + Facebook Page quick connects for faster integration? Here’s our list of the best Freshworks CRM + Facebook Page quick connects.

Explore quick connects

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Connect Freshworks CRM + Facebook Page in easier way

It's easy to connect Freshworks CRM + Facebook Page 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 Post to Your Timeline

    Triggers whenever you or anyone posts to your Page's Timeline.

  • 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 Page Photo

    Uploads a photo to Facebook Page and also posts it to the stream.

  • Create Page Post

    Generates a new page "stream" post on a page.

How Freshworks CRM & Facebook Page 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 Facebook Page 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 Facebook Page.

    (2 minutes)

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

Integration of Freshworks CRM and Facebook Page

  • What Is Freshworks CRM?
  • Freshworks is a cloud-based customer relationship management software. It helps business owners to manage and monitor their customers, staff, and business activities both on a single platform. The software is available as a free trial for a month, where you can use all the features from the single product.

    Features of Freshworks CRM

    In Freshworks, you have access to features such as:

  • System Settings
  • In this section, you can change the system settings as per your business needs. For example, you can change the cpor of dashboard theme, add users, remove users, etc.

  • Dashboard
  • Here, you can get an overview of your company’s overall performance. You can also see the overall sales performance of your company with the help of the data visualizations that are available in this section.

  • Contacts
  • You can add all your clients and contacts in this section. You can add the name, phone number, email address, social profile, etc. of all your clients in this section. You can also create different projects for your clients here. Along with projects created under the contacts section, you can create different projects related to marketing campaigns, sales activities, etc.

  • Activities
  • Activities section lets you track all activities that are performed by the employees either manually or automatically. Some of the activities that you can track include meetings, calls, sales activities etc. This is one of the most useful tops in Freshworks, which helps you to efficiently manage your business.

  • Calendar
  • Calendar section helps you to plan your activities at one place in a better way. You can plan your meetings, sales activities, events etc in this section. You can create different calendars based on your need. For example, you can create a calendar for each project that will help you to track all the activities related to that project only. You can set reminders for your meetings here. You can also invite your clients via email to any of your events in this section.

  • Tasks
  • This section helps you to track all tasks assigned to your employees or yourself. It will help you to stay up-to-date with all the tasks assigned to you. You can also assign tasks to other employees in this section. Tasks are of two types – recurring tasks and new tasks. Recurring tasks are automatically assigned to employees on a regular basis while new tasks are created manually every time when there is a need for it.

  • Email Templates
  • This feature helps you to easily create different email templates on the go. All you need to do is create some sample mails for different categories of clients on the basis of their age group or gender, etc. You can then simply select the template of your choice while sending emails to them. You can also personalize these emails by adding the signature of the employees after selecting the template of their choice. This will help you avoid repetition while writing emails to different clients.

  • Notifications
  • Notifications section will help you to quickly assign notifications to all your employees using email addresses and SMSs. These notifications will be sent when there is a need for it such as calling a client or creating reports etc. This will help your company employees stay connected with each other even if they are working in different locations.

  • Reports and Planning
  • With the help of reports and planning sections, you can track and predict all future trends in your company easily and accurately. You can get an analysis and comparison of different data regarding sales and marketing activities with this top. You can also see how much money is spent and earned by each employee in a particular period of time with this feature. It will help you stay informed about the current situation in your company and make better decisions when needed. You can add filters in this section such as date range, specific teams, specific projects etc., which will make it easier for you to track specific data in each report. Along with these features, there are many others such as contacts groupings, templates for email templates and others which make it easier for you to grow and manage your business effectively and efficiently in Freshworks CRM software. You can find more information about features in Freshworks CRM here. .

    The process to integrate Freshworks CRM and Facebook Page 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm