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Freshworks CRM + Formatter By Connect Integrations

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

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Freshworks CRM Integrations
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About Formatter By Connect

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

Formatter By Connect Integrations

Best ways to Integrate Freshworks CRM + Formatter By Connect

  • Freshworks CRM Formatter By Connect

    Freshworks CRM + Formatter By Connect

    Utilities in Formatter By Connect when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Formatter By Connect Utilities
  • Freshworks CRM Formatter By Connect

    Freshworks CRM + Formatter By Connect

    Text in Formatter By Connect when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Formatter By Connect Text
  • Freshworks CRM Formatter By Connect

    Freshworks CRM + Formatter By Connect

    Date / Time in Formatter By Connect when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Formatter By Connect Date / Time
  • Freshworks CRM Formatter By Connect

    Freshworks CRM + Formatter By Connect

    Numbers in Formatter By Connect when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Formatter By Connect Numbers
  • Freshworks CRM Formatter By Connect

    Freshworks CRM + Formatter By Connect

    Utilities in Formatter By Connect when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Formatter By Connect Utilities
  • 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 + Formatter By Connect in easier way

It's easy to connect Freshworks CRM + Formatter By Connect 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.

  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

Show All

How Freshworks CRM & Formatter By Connect 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 Formatter By Connect 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 Formatter By Connect.

    (2 minutes)

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

Integration of Freshworks CRM and Formatter By Connect

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Freshworks CRM was originally built on Ruby on Rails and released in 2007. It is an open source project that is continually being updated. Formatter By Connect is a cloud based version of Freshworks which is released in 2012. Formatter By Connect is a simple web based CRM system which is built on top of Heroku, MongoDB and AngularJS.

The integration between Freshworks and Formatter By Connect helps users get the most out of both products while at the same time reducing costs invpved. With Formatter By Connect, users can access their project information whenever they want using their smartphone. This gives them a more flexible work environment and access to their projects no matter where they might be located.

By integrating Freshworks CRM and Formatter By Connect together, users can connect their projects to clients, contacts, issues and tasks. Users can easily view information such as resource information, contact information, project priority, issue status and issue history. They can also add or update information in a single page application or simply use the email interface.

Freshworks CRM allows users to monitor project performance and stay on budget. The integration between Freshworks CRM and Formatter By Connect helps users to stay up to date on changes in their project. The integration also provides users with an easy way to share project alert or critical events through email or SMS which can be sent to project members at any time. This gives them the ability to stay in contrp of their projects by having real time updates.

Benefits of Integration of Freshworks CRM and Formatter By Connect

With the integration of Freshworks CRM and Formatter By Connect, it becomes easier for users to communicate with each other. What this means is that users can send emails containing attachments directly from within Freshworks without having to create additional accounts or log into the Freshworks server separately. The integration also allows users to search attached files without having to download them first. Users can also view attached files in PDF format without having to download them first. This makes it easier for users to access their documents at any time without having to log into data center and download them again.

Conclusion

Integration of Freshworks CRM and Formatter By Connect allows users to access their projects at any time from anywhere in the world. The integration manages project information better than before; this reduces user effort and increases productivity.

The process to integrate Freshworks CRM and Formatter By Connect 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.

Suggested Integrations