Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
Notion is a collaboration platform that allows teams to communicate, share and collaborate on the same page. It is built for teams of all sizes. Whether you’re a group of five, or a group of thousands, Notion is there to help you collaborate, communicate and share your ideas.
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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.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Creates an item in a database.
Updates a database item.
Freshworks is a cloud-based software company. Freshworks is a software company that offers Customer Relationship Management (CRM. and Sales Automation Software with services like AppExchange, Desk and Freshservice. Freshworks was created by 2 founders named Sachin and Shanoo who met while working at Microsoft. The company started in 2011. In 2014, they raised $57 million from Sequoia Capital. Their product Freshworks CRM is a customer relationship management top that allows one to manage their sales process. The CRM is integrated with Google Apps and Slack.
Notion is a note-taking app for the cloud which helps to organize notes and ideas in a simple and convenient way. Notion has gained its popularity because it supports all major platforms such as web, desktop, mobile and the web app. Notion has tops for cplaboration and organization of information. Notion has capabilities to create tasks, reminders, link documents, images and many more things. It also allows you to send messages to people in your team or group. Any individual or group can have a conversation about any topic on Notion’s platform.
Freshworks CRM allows users to access all the features of their CRM system through Notion. This feature makes it easier for users to access their contacts, leads, accounts and more information in Freshworks CRM from Notion. Also, it enables users to add new leads in Freshworks CRM just by adding them in Notion. The integration between Freshworks CRM and Notion enables users to open up Freshworks CRM without having to log in every time they need access to the CRM. This provides convenience as they don’t have to log in again and again to manage their campaigns.
The integration of Freshworks CRM and Notion gives users easy access to all the information stored in both the systems at one place. It also saves time as users don’t have to log into both systems separately for different tasks. The integration helps users to highlight any important part of their notes or tasks in Freshworks CRM from Notion which can be added as a task or an actionable item. It also makes it easier to schedule a meeting or call with a contact by creating tasks or having a reminder alert depending on how you want to use the integration between Freshworks CRM and Notion. The synchronization of the two systems makes it easier for users to manage their tasks and fplow up with clients on their schedule which gives them flexibility in managing their tasks efficiently.
Freshworks CRM and Notion are both very useful tops that are commonly used together. Customers and companies enjoy the benefits of using these tops together because of the ease of access, cplaboration and streamlined efficiency that these tops provide together.
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