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Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.
MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.moonclerk Integrations
It's easy to connect Freshworks CRM + moonclerk without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Triggers when a payment has been made on MoonClerk.
Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Freshworks CRM is an integrated customer relationship management software. It helps in managing data of customers and employees. This product is created by the company Freshworks. The company was founded in 2011 by Sachin Agarwal, Mohit Kumar, Girish Mathrubootham, Shan Krishnasamy, and Sridhar Vembu. It has its headquarters at Chennai, India.
moonclerk is a web-based platform for creating software programs. moonclerk is used for building web applications. It is written in Python programming language. It can be deployed on any server over the internet. It has a command line interface to make it easy for beginners to learn.
It is possible to integrate Freshworks CRM with moonclerk. The integration helps in bringing together customer information from Freshworks CRM to moonclerk. The integration can be done by using the Freshworks API. After the integration, moonclerk will be able to access all the information stored in Freshworks CRM. The integration can be done in the fplowing steps:
Step 1. Create an application in Freshworks
An application can be created by visiting https://www.freshworks.com/applications/. After creating the application, you need to select the data that you would like to share with moonclerk. That information will get saved in your database.
Step 2. Create an account in moonclerk
Before integrating the two services, you need to create an account in moonclerk. This can be done by visiting https://moonclerk.io/. After creating the account, you need to go to the user section and create a new user. You will get a link after creating the user. Use this link to log in to your account.
Step 3. Open an API session in Freshworks for moonclerk
After logging into your account, now you need to open an API session with Freshworks CRM system. This can be done by selecting the ‘Security’ option from the moonclerk dashboard and selecting ‘API keys’ option from the drop down menu as shown below:
Step 4. Create a ‘webhook’ url in Freshworks CRM system for moonclerk
Now you need to create a webhook url in Freshworks CRM system so that moonclerk can receive information from Freshworks CRM system through a custom url. This can be done by going to ‘Webhooks’ from the left pane and then clicking the ‘Create Webhook’ option as shown below:
Step 5. Now you need to fill up the form as shown below:
Credential Type – select ‘API Key’ from drop down menu
Key – Copy paste your API key from moonclerk dashboard
Server – eXchange server url – http(s)://api.moonclerk.io/v1/events/ - Select either http or https accordingly
Content Type – select json from drop down menu
Payload – Here you need to use a function named ‘urldecode()’ on your Freshworks API key which you got from moonclerk dashboard as shown below. <Key>:<value> (Here <Key> is your Freshworks API key and <value> is your value that needs to be decoded. Make sure that your <key> doesn’t decode as JSON because we do not want JSON format here but we want our original format of our API key so we use the function urldecode(. on it as shown below. After filling up all the details, click ‘Create Webhook’ option as shown below. Step 6. Now you need to copy paste the webhook url that was created above and paste it into moonclerk as shown below. Now go back to moonclerk settings page and click on ‘Save Changes’ button as shown below. Step 7. Now go back to your freshworks dashboard and click on ‘test webhook’ option as shown below. Step 8. Now insert some sample data in freshworks crm system and hit test webhook option as shown below. As soon as you hit the ‘Test Webhook’ option on your freshworks dashboard, all the data inserted will get pushed directly into moonclerk as shown below. Step 9a. If you are using auto syncing feature of moonclerk then now go back to your freshworks dashboard and click on ‘Autosync’ option as shown below. Step 9b. If you are planning to use manual syncing feature of moonclerk then now go back to your freshworks dashboard and click on ‘Data Sources’ option as shown below. After that click on ‘AWS DynamoDB’ option as shown below. Then click on ‘Data source name’ option as shown below. After that click on ‘Configure Data Source’ option as shown below. Now click on ‘Sync Now’ option as shown below. After clicking on sync now option, you need to wait for few seconds for your data to be pushed into moonclerk database as shown below. Now if you go back to your moonclerk dashboard then you will see that there are some new tables available there as shown below. Now if you go back to your freshworks dashboard then you will see that your data is available there as well as seen in point 7 above i.e. if you insert some sample data then it gets pushed directly into Moonclerk database as shown below. B. Benefits of Integration of Freshworks CRM and moonclerk It helps us manage our customer data easily without any hassle. It increases the accuracy of our customer data because all the information is stored in one place so there is no chance of any data getting lost or confused with other data. We do not have to rely on our memory only because every bit of information about our customers is stored in one place so we can access it whenever we want without any hesitation or fuss. One of the best benefits of integration of Freshworks CRM and moonclerk is that it saves time because we do not have to move around looking for different servers where our customer data is stored; instead we can simply refer to one central server where all our customer data is stored without any hassle or confusion. There are many other benefits of integration of Freshworks CRM and moonclerk but these are the most important ones according to me which I think are worth mentioning here. Integration of Freshworks CRM and moonclerk is good for us because it saves time, effort, money and also increases our productivity because we do not have to waste time looking for all our customer data; instead we can simply refer to one central server where all our customer data is stored without any hassle or confusion.
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