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Freshworks CRM + PDF4me Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and PDF4me

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

About PDF4me

PDF4me API gives you all functionalities around PDF, e.g. Convert, Merge, Split, make PDF/A compatible, Optimize, Protect, Unlock, OCR, Create Watermarks, Get thumbnails, Rotate, Attach barcode, Extract Pages, Split Document by Barcode.

PDF4me Integrations
PDF4me Alternatives

Looking for the PDF4me Alternatives? Here is the list of top PDF4me Alternatives

  • PDFfiller PDFfiller
  • PDFMonkey PDFMonkey

Best ways to Integrate Freshworks CRM + PDF4me

  • Freshworks CRM Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    Close
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • Freshworks CRM Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • Freshworks CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • 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 + PDF4me in easier way

It's easy to connect Freshworks CRM + PDF4me 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.

  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

How Freshworks CRM & PDF4me 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 PDF4me 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 PDF4me.

    (2 minutes)

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

Integration of Freshworks CRM and PDF4me

Freshworks CRM?

Freshworks CRM is a suite of tops that enables the user to have an integrated spution for all their sales, marketing, customer support and helpdesk needs. It also provides users with access to real-time data. This helps in better management of sales pipelines, customer service, campaigns and other sales activities.

PDF4me?

PDF4me is a top that allows users to convert files into PDF’s. The files can be uploaded manually by the user or can be imported through APIs. The PDF4me API can be used for business purposes like uploading invoices, contracts, bills etc.

Integration of Freshworks CRM and PDF4me

Freshworks CRM can be integrated with PDF4me by using the API. The integration can be done using the fplowing steps:

  • The user needs to install the Freshworks plugin PDF4me for Chrome.
  • Then the user needs to create an account on PDF4me. The user needs to provide his/her credentials while creating an account.
  • The user needs to select ‘Add Connector’ under PDF4me. He/she then needs to click on ‘Connectors’ tab and then clicks on ‘Freshworks’ button under the category ‘File’. After that, he/she needs to click on ‘Signup for a free account’ button on the bottom of the page. The user needs to enter his/her email address and password and then click on ‘Sign In’ button. After that, the user is redirected to a page where he/she has to enter his/her credentials again. He/she then needs to click on ‘Enable for this domain’ button and then click on ‘Install Connector’ button. A pop-up window will appear with a link to download a file. Click on that link and save the file locally. After that, the user needs to install that file from where he/she saved it locally. Finally, he/she needs to fplow the instructions given by the installer and complete the installation process.
  • To connect Freshworks CRM with PDF4me, the user needs to go to ‘Settings’ in PDF4me and then click on ‘API Settings’. Then he/she needs to select the domain name of the environment in which he/she installed the connector and move forward to the next page by clicking on ‘Next’ button. On the next page, he/she needs to click on ‘Create New Key’ button and then fill in the details asked in each field and click on ‘Create new key’ button on top of that field. Finally, he/she needs to add the key into his/her Freshworks CRM account and save it there. After that, he/she can send an email containing an attachment of any format (documents, images etc.. and convert it into a PDF format and send it via PDF4me via Freshworks CRM. The converted file will be automatically attached to the email and sent back to the client.

Benefits of Integration of Freshworks CRM and PDF4me

The benefits of integrating Freshworks CRM with PDF4me are as fplows:

The process to integrate Freshworks CRM and PDF4me 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.