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Freshworks CRM + Office 365 Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and Office 365

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

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

About Office 365

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 Integrations
Office 365 Alternatives

Looking for the Office 365 Alternatives? Here is the list of top Office 365 Alternatives

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best ways to Integrate Freshworks CRM + Office 365

  • Freshworks CRM Office 365

    Freshworks CRM + Office 365

    Send Email in Office 365 when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Office 365 Send Email
  • Freshworks CRM Office 365

    Freshworks CRM + Office 365

    Create Event to Office 365 from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Office 365 Create Event
  • Freshworks CRM Office 365

    Freshworks CRM + Office 365

    Create Contact to Office 365 from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Office 365 Create Contact
  • Freshworks CRM Office 365

    Freshworks CRM + Office 365

    Send Email in Office 365 when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Office 365 Send Email
  • Freshworks CRM Office 365

    Freshworks CRM + Office 365

    Create Event to Office 365 from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Office 365 Create Event
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshworks CRM + Office 365 in easier way

It's easy to connect Freshworks CRM + Office 365 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.

  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

    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 Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Freshworks CRM & Office 365 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 Office 365 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 Office 365.

    (2 minutes)

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

Integration of Freshworks CRM and Office 365

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.

Integration of Freshworks CRM and Office 365

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.

Benefits of Integration of Freshworks CRM and Office 365

Integration of Freshworks CRM and Office 365 provides several benefits such as:

  • Increased Cplaboration. Integration of Freshworks CRM and Office 365 makes it easier for organizations to share information across multiple teams. This helps them to be more efficient in their operations and also increases cplaboration within the organization.
  • Higher Productivity. Integration of Freshworks CRM and Office 365 helps organizations to realize higher productivity as they can share information across different departments and work more efficiently using the same set of documents and data. This also reduces redundant work as everyone gets the latest version of the document automatically. This prevents errors as there is no need to do repetitive tasks or fplow up on pending work.
  • Improved Customer Service. Integration of Freshworks CRM and Office 365 helps organizations to maintain better relationships with their customers as they can keep them updated about their services and products which they offer. They can also respve customer's queries quickly as they can access all their information at one place without switching between different applications. This helps them to strengthen their relationship with their customers and improve customer satisfaction levels.
  • Improved Marketing. Integration of Freshworks CRM and Office 365 makes it easier for organizations to market their products or services across different channels such as telephony, email etc. Customers can subscribe to updates related to their favorite brands through emails, texts etc. If their organization offers different products or services such as telecommunication services, they can send out emails containing information about their other products or services as well to their subscribers. If these subscribers show interest in knowing more about the other products or services offered by the organization, they can contact the organization through other methods such as telephone calls or even direct visits to their offices or a specific webpage created specifically for them. This helps them to increase sales conversions by making the sales process easier for potential customers as they don't have to go through complicated sales pitches.

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.