Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
Office 365 IntegrationsFreshworks CRM + Office 365
Send Email in Office 365 when New Appointment is created in Freshworks CRM Read More...Freshworks CRM + Office 365
Create Event to Office 365 from New Appointment in Freshworks CRM Read More...Freshworks CRM + Office 365
Create Contact to Office 365 from New Appointment in Freshworks CRM Read More...Freshworks CRM + Office 365
Send Email in Office 365 when New Task is created in Freshworks CRM Read More...Freshworks CRM + Office 365
Create Event to Office 365 from New Task in Freshworks CRM Read More...It's easy to connect Freshworks CRM + Office 365 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 once you add a new calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Creates a new contact.
Create an event in the calendar of your choice.
Send an email from your Outlook account.
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In this article, I will discuss the integration of Freshworks CRM and Office 365. I will start by describing what is Freshworks CRM and then I will describe what is Office 365. Then, I will describe how the two software programs have been integrated with each other and what are the benefits of their integration.
Freshworks CRM is a cloud-based sales, marketing, customer service and support platform developed by Freshworks Inc. It is used to create leads, track leads, manage leads, generate leads, analyze leads, convert leads and nurture leads. Freshworks CRM has features like Email Management, Calendar Management and Tasks and is available in 7 different languages (English, French, Spanish, German, Portuguese, Japanese and Chinese.
Office 365 is an online productivity suite that helps users to increase the efficiency and reduce the cost of using Microsoft Office programs like Word, PowerPoint and Excel. It allows multiple users to access their files from anywhere with internet connection. It lets you cplaborate with co-workers safely and securely. Office 365 also supports secure messaging through Skype for Business and SharePoint Online. It also provides you with unlimited cloud storage space with OneDrive. OneDrive gives you access to your files from any device. All you need is an internet connection and a web browser and you can start using Office 365 on your desktop or mobile phone.
Integration of Freshworks CRM and Office 365 provides several benefits such as:
In conclusion, integration of Freshworks CRM and Office 365 ensures smoother working environment for organizations as they can easily share information across different teams without having to use different applications or platforms which would invpve switching between different programs. This ensures higher productivity as organizations can work better together within a shorter time frame resulting in higher sales conversion rates as well as better relationship with customers due to improved customer service levels.
The process to integrate Freshworks CRM and Office 365 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.