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Freshworks CRM + Microsoft Teams Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
Microsoft Teams Alternatives

Looking for the Microsoft Teams Alternatives? Here is the list of top Microsoft Teams Alternatives

  • Slack Slack
  • TeamChat TeamChat
  • TeamGram TeamGram
  • TeamWave TeamWave

Best ways to Integrate Freshworks CRM + Microsoft Teams

  • Freshworks CRM Microsoft Teams

    Freshworks CRM + Microsoft Teams

    Add Member in Microsoft Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Microsoft Teams Add Member
  • Freshworks CRM Microsoft Teams

    Freshworks CRM + Microsoft Teams

    Send Channel Messages in Microsoft Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Microsoft Teams Send Channel Messages
  • Freshworks CRM Microsoft Teams

    Freshworks CRM + Microsoft Teams

    Create Channel to Microsoft Teams from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Microsoft Teams Create Channel
  • Freshworks CRM Microsoft Teams

    Freshworks CRM + Microsoft Teams

    Delete user in Microsoft Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Microsoft Teams Delete user
  • Freshworks CRM Microsoft Teams

    Freshworks CRM + Microsoft Teams

    Send Chat Message in Microsoft Teams when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Microsoft Teams Send Chat Message
  • 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 + Microsoft Teams in easier way

It's easy to connect Freshworks CRM + Microsoft Teams 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 Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    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.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

Show All

How Freshworks CRM & Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams.

    (2 minutes)

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

Integration of Freshworks CRM and Microsoft Teams

I introduce Freshworks as an industry leader in customer relationship management (CRM. and Microsoft as a well-known software company that develops different kinds of software, such as the Office Suite and the Windows operating system.

According to Wikipedia. “Customer relationship management (CRM. is a marketing and business strategy and practice that centers on managing and analyzing customer information and behaviors in order to drive profitable customer relationships.”

Freshworks is an organization that offers customer relationship management (CRM. for small businesses. This platform helps its customers to improve their sales and marketing strategy by helping them to manage their customer data.

Microsoft is a well-known software company that develops different kinds of software such as the Office Suite and the Windows operating system.

– Integration of Freshworks CRM and Microsoft Teams

The integration of Freshworks and Microsoft Teams is the combination of two organizations that offer different kinds of services (CRM and Office and Windows and Internet Explorer. This integration will create opportunities for both organizations to increase their profits.

First, this integration will create opportunities for both organizations to increase their market shares. The integration of Freshworks CRM with Microsoft Teams will aid both organizations to increase their market shares because some customers have had some bad experiences with some CRM platforms. According to this article on Computer Business Review, “60% of customers have left a service provider because of poor customer service”. Therefore, the integration of Freshworks CRM with Microsoft Teams will help customers feel more comfortable using Freshworks CRM. Also, customers who have used other CRM platforms may be interested in using Freshworks CRM because it is integrated with Microsoft Teams. Moreover, according to this article on TechTarget, “Microsoft has about 400 million Office 365 users at present, but it also has 8 million paying customers for its cloud-based Dynamics CRM product”. Because of the large number of Office 365 users, there are more potential customers that can be reached by Microsoft Teams if it is integrated with Freshworks CRM. This integration will also allow Microsoft Teams to reach more customers who are interested in CRM, since both organizations offer CRM.

Second, this integration will create opportunities for both organizations to increase their sales revenue. The integration of Freshworks CRM with Microsoft Teams will aid both organizations to increase their sales revenue because this integration will create opportunities for increased product awareness. According to this article on www.forbes.com, “Numerous studies have shown that increasing brand awareness increases your chances of attracting new customers.” Therefore, the integration of Freshworks CRM with Microsoft Teams will increase product awareness for both organizations because many people use Office 365 and Windows 10, so they will be aware of the existence of Freshworks CRM because it is integrated with Microsoft Teams. Also, Microsoft Teams can attract more customers because it is integrated with Freshworks CRM because companies who want to manage their customer data can now use Microsoft Teams instead of another CRM platform that is not integrated with Microsoft Teams. This integration will also allow Freshworks to reach more potential customers because the number of Office 365 users is much larger than the number of Freshworks users. Finally, Microsoft Teams can promote Freshworks CRM because both products are offered by the same organization (Microsoft.

This article concludes by saying that this integration can benefit both companies (Freshworks and Microsoft. As mentioned above, this integration will create opportunities for both companies to increase their market shares by reaching more potential customers who are interested in using Freshworks CRM or Microsoft Teams. Also, this integration will create opportunities for both companies to increase their sales revenue because it will create opportunities for increased product awareness due to the fact that many people use Office 365 and Windows 10.

The process to integrate Freshworks CRM and Microsoft Teams 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.

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