Integrate Freshworks CRM with Google Docs

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

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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 Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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

Explore quick connects

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Connect Freshworks CRM + Google Docs in easier way

It's easy to connect Freshworks CRM + Google Docs 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 Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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.

How Freshworks CRM & Google Docs 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 Google Docs 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 Google Docs.

    (2 minutes)

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

Integration of Freshworks CRM and Google Docs

  • Freshworks CRM is a cloud contact management service that helps businesses manage customer interactions in real time. It helps to organize sales, marketing, support and operations through an integrated platform.
  • Google Docs is a suite of online word processing, spreadsheet and presentation programs that allows users to create and edit documents using a web browser. It features synchronizing files between multiple computers and mobile devices, offline access, the ability to work with other people in real time on shared documents, and integration with other Google products such as Gmail, Google Drive, Google Calendar, Google Sites, Google News etc.

Integration of Freshworks CRM and Google Docs

It's easy to integrate Freshworks CRM with Google Docs. With the integration of both these applications, you can get to know your customers better. You can send personalized emails to them depending on their activities. If you are using the same email client for sending emails to your customers then there is no need of integration. However, if you are not using the same email client for sending emails to your customers, then you must integrate Freshworks CRM application with Google Docs. This integration will help you to connect the two email clients so that you can send personalized emails to your clients. While sending personalized emails to your clients, you should be careful about what kind of information should be included in the email template while sending emails to your customers.

You can either create the email template manually or you can use the email template generators available in the internet. Email template generators are useful when it comes to creating email templates. They allow you to create attractive email templates within a short span of time. The best part about these email template generators is that they allow you to customize your email templates even further after they have been created.

Benefits of Integration of Freshworks CRM and Google Docs

  • You can send personalized emails to customers based on their activities:

This integration will help you send customized emails to your customers based on their activities. If they buy a product from your website, you can send them emails related to the product they purchased or send them newsletters related to your products or services. You can also send them emails thanking them for visiting your website and including some discount coupons in order to encourage them to keep visiting your website again and again. If they purchased one product from your website but didn't purchase another product from your website, then you can send them emails reminding them about the second product and asking them whether they would like to purchase it or not. You can also ask them why they didn't purchase that product from your website. Based on their answers, you can make some changes in your website by adding additional information about those products or by eliminating those products from your website.

  • You can update the details of your contacts:

You can use this integration to update the details of your contacts such as phone numbers, address or name of family members etc. You can also update their social media accounts by entering their social media credentials into Freshworks CRM application. These credentials include Facebook login credentials, Twitter login credentials, LinkedIn login credentials etc. By entering their social media credentials into Freshworks CRM application, you will be able to see what they have been posting on their social media accounts and you will also be able to post comments on their social media accounts from Freshworks CRM application itself. This way you won't have to log out from Freshworks CRM application and visit their social media pages separately in order to leave comments on their social media posts. You can also reply directly from Freshworks CRM application without having to go directly to their social media pages. You can also check all their social media updates on a single page on which a feed containing their latest social media updates will be displayed. This way you don't have to visit each of their social media accounts separately in order to check their updates.

The process to integrate Freshworks CRM and Google Docs 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