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Freshworks CRM + Knack Integrations

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

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

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

About Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

Knack Integrations

Best ways to Integrate Freshworks CRM + Knack

  • Freshworks CRM Knack

    Freshworks CRM + Knack

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

    Freshworks CRM + Knack

    Update Record in Knack when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Knack Update Record
  • Freshworks CRM Knack

    Freshworks CRM + Knack

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

    Freshworks CRM + Knack

    Update Record in Knack when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Knack Update Record
  • Freshworks CRM Knack

    Freshworks CRM + Knack

    Create Record to Knack from New Completed Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Completed Task
     
    Then do this...
    Knack Create Record
  • 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 + Knack in easier way

It's easy to connect Freshworks CRM + Knack 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 Record

    Triggers when a new record is 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 Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

How Freshworks CRM & Knack 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 Knack 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 Knack.

    (2 minutes)

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

Integration of Freshworks CRM and Knack

Freshworks CRM

Freshworks CRM is a cloud-based platform that enables its users to not only maintain contacts with their customers but also allows them to organise sales leads, manage sales activities and monitor marketing campaigns. It has been developed on the basis of the Salesforce platform and it offers a number of features that helps companies to keep track of all types of leads, including those received via email and phone. The program allows users to create customized dashboards that highlight vital information.

Knack

Knack is an online application that allows users to manage the entire sales process. In addition, it can be used for customer support, scheduling of meetings and tracking important sales metrics.

Integration of Freshworks CRM and Knack

There are many benefits associated with integrating Freshworks CRM and Knack, including the fplowing:

  • Better Service for Customers and Clients

Businesses can better serve their customers when they integrate these two programs. For example, if a customer calls in with a question, the agent will be able to access the customer’s contact details on his screen. This helps the agent answer questions faster and more efficiently. Moreover, if there are multiple issues related to a single client, agents can track all this information in one place. They no longer have to switch between different programs. As a result, they can provide comprehensive assistance to clients.

  • Reduced Costs

Integration of Freshworks CRM and Knack has helped businesses reduce the costs associated with running a business. For instance, by eliminating the need to run different programs, or use multiple devices to access different business tops, companies save on resources and time. Moreover, employees can work more efficiently and productively because they do not have to switch between applications on different devices.

  • Improved Sales Process

As mentioned above, integration of Freshworks CRM and Knack helps improve the sales process. This is possible because all data related to a client are available in one place and managers can easily review the performance of their sales team with a single click. Furthermore, businesses can schedule meetings with clients, as well as monitor who is attending the meeting and who is not. This ensures that a maximum number of potential clients are reached at every stage of the sales process.

  • Management Reports and Analytics

With integration of Freshworks CRM and Knack, businesses can easily access reports and analytics on business processes using the same dashboard interface. For instance, management can easily review how effective the sales process has been over a certain period of time, how many leads have been converted into customers and what are the key metrics that need improvement. This helps companies take better business decisions.

  • Marketing Automation

Marketing automation is another key advantage of integration of Freshworks CRM and Knack. When integrated, these two programs allow users to send personalized emails based on customer activity data using Gmail and Google Drive. This means that if a customer makes inquiries about products or services several times, he will receive relevant information each time based on his previous interactions. Moreover, the email templates can be changed according to user preferences so that recipients receive emails that are pertinent to their needs and interests. This is useful because it allows companies to better target customers and make them feel special. It also makes it easier for them to recognise your brand name because they will perceive that you understand their needs better than other businesses.

  • Easier Customer Acquisition Process

In addition to helping businesses acquire new customers, integration of Freshworks CRM and Knack also makes it easier for them to reach out to potential customers at various stages in their sales funnel. Using automation tops such as conversational content, businesses can target prospects based on specific keywords in their websites or social media content. They can also reach out to them with relevant offers via phone or email using artificial intelligence (AI. For example, AI-generated emails might ask customers about the products or services that were of interest to them previously for offering similar products or services in the future. This helps businesses save valuable time as well as create a personal relationship with customers at every stage of the sales funnel process.

  • Real-time Cplaboration Features

Integration of Freshworks CRM and Knack also facilitates real-time cplaboration among team members as well as better communication between teams and employees within an organisation. It makes it easier for team members to share ideas, offer suggestions and implement improvements in response to specific customer enquiries or queries. This streamlines the workflow process and increases efficiency levels within an organisation.

The process to integrate Freshworks CRM and Knack 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.