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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

About Freshworks CRM

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

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 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 {{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).

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

Freshworks CRM is a cloud-based customer relationship management software. It is used to manage contacts, leads, opportunities, deals, tasks, support tickets, and custom services. Freshworks CRM integrates with Gmail, Salesforce, Office 365, Zapier, Google Apps, Slack etc. It helps in recording your conversations on the web or on mobile devices. You can export any data from Freshworks to various other platforms. It secures all your data by implementing encryption at rest and in transit.

Formatter By Connect is a powerful document formatting software. It can be used to format your documents according to your needs. You can use it to make your documents more professional looking. It helps you to convert your documents into several file formats like PDF, TXT, DOCX, XLSX, HTML, PPTX, ODT etc. It also allows you to work with several languages like French, German, Italian, English, Spanish, Dutch, Portuguese, Russian, Japanese, Chinese etc.

Integration of Freshworks CRM with Formatter By Connect will help you to properly format your documents. The integration of these two softwares will also help you to save your time and energy. Let us see how the integration of these two softwares will help you to save your time and energy.

Formatter By Connect will help you to apply different fonts and layouts to your documents. You can easily adjust margins and space between cpumns in Formatter By Connect. You can also change the background cpor of your document in Formatter By Connect. These things are really helpful to create an impressive look for your document.

Integration of Freshworks CRM with Formatter By Connect will also help you to easily track your documents. You can easily keep track of your documents in Freshworks CRM. Though you can do this manually too but using them together will save your time and effort. This integration will also help you to avoid duplicate efforts as you will be able to see all the files in one place.

Thus integration of Freshworks CRM with Formatter By Connect will help you to improve your productivity and save your time and energy.

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.