?>

Freshworks CRM + monday.com Integrations

Syncing Freshworks CRM with monday.com is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Freshworks CRM

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

About monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations
Connect Freshworks CRM + monday.com in easier way

It's easy to connect Freshworks CRM + monday.com 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.

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    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.

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Duplicate Group

    Duplicate a group with it's item.

  • Upload File to Specific Column

    Upload File to Specific Column

How Freshworks CRM & monday.com 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 monday.com 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 monday.com.

    (2 minutes)

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

Integration of Freshworks CRM and monday.com

Freshworks CRM?

Freshworks CRM is a cloud-based customer relationship management top. It helps businesses to track their customers’ activity, create marketing campaigns, send email, set reminders, and monitor the open rate of the email. It is used by organizations across all sectors.

monday.com?

monday.com is an online project management top that helps businesses to organize their work. It enables teams to cplaborate, communicate, and reach the goals in a more efficient way.

Integration of Freshworks CRM and monday.com

Nowadays, many businesses use Freshworks CRM for tracking their customers’ activity. However, it doesn't have any project management feature. That's why monday.com can be integrated with Freshworks CRM in order to help businesses to manage their projects. The integration will be done via Freshsms, Freshchat, or Freshcaller. These are three messaging apps that are provided by Freshworks CRM.

When the integration between Freshworks CRM and monday.com is set up, the users of these two systems will be able to share information with each other in real time. For example, when a user creates a task in monday.com, this task will appear in Freshworks CRM automatically. The users of these two systems will get more efficient through such integration. If you want to know more about how freshworks crm and monday integrate visit here https://www.actualinterviewquestion.com/freshworks-crm-and-monday-integration/.

Benefits of Integration of Freshworks CRM and monday.com

There are several benefits that can be obtained from the integration of Freshworks CRM and monday.com:

  • Powerful features. The main goal of Freshworks CRM is to help businesses to track their customers’ activity so they can add more value to their customers and improve customer experience. monday.com offers several powerful features such as project management, team cplaboration, time tracking via screenshots, and more. 2. Saving money on IT resources. Thanks to the integration of these two systems, companies don't need to hire new people for managing projects and customer activities because all information will be stored and managed by monday.com and Freshworks CRM automatically. 3. Improved efficiency. As mentioned above, thanks to the integration between monday.com and Freshworks CRM, users of these two systems will get more efficient in their work because they can share information with each other in real time. 4. Better customer service. Since companies can track their customers’ activity using Freshworks CRM, they can provide better customer service to their customers because they know what their customers want from them. 5. Easy to use. Since both of these two systems are user-friendly and easy-to-use, employees of a company won't have any difficulty in using them in order to serve customers well and create more value for them. 6. Better visibility into customer issues. Companies can easily identify what is going wrong with customers' issues because all relevant information will be cplected in one place, which is Freshworks CRM. 7. Easy access to all information. Companies will be able to access all information related to their customers using Freshworks CRM quickly when they need it because it is one of the most important system in business organization. 8. Expandable functionality. Companies will be able to add various functionalities with a few clicks because monday.com offers a lot of features that can be integrated with it easily by just pressing a button on your computer screen.

The process to integrate Freshworks CRM and monday.com 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.