Integrate Freshworks CRM with Notion

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

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About Freshworks CRM

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

About Notion

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.

Want to explore Freshworks CRM + Notion quick connects for faster integration? Here’s our list of the best Freshworks CRM + Notion quick connects.

Explore quick connects

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Connect Freshworks CRM + Notion in easier way

It's easy to connect Freshworks CRM + Notion 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.

  • 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 Database Item

    Creates an item in a database.

  • Update Database Item

    Updates a database item.

How Freshworks CRM & Notion 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 Notion 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 Notion.

    (2 minutes)

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

Integration of Freshworks CRM and Notion

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.

Integration of Freshworks CRM and Notion

Integration of Freshworks CRM and Notion

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.

Benefits of Integration of Freshworks CRM and Notion

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.

The process to integrate Freshworks CRM and Notion 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm