Integrate Freshworks CRM with pipelinedeals

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

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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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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

Explore quick connects
Connect Freshworks CRM + pipelinedeals in easier way

It's easy to connect Freshworks CRM + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Freshworks CRM & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Freshworks CRM and pipelinedeals

When the Freshworks CRM and pipelinedeals are used together, they can provide an excellent top for sales teams, which will help them to stay on top of their workload and increase productivity.

  • Integration of Freshworks CRM and pipelinedeals:
  • Freshworks CRM is a cloud-based customer relationship management (CRM. software, which allows users to manage customer relationships, leads and opportunities. Users can assign tasks and track time spent on such tasks. It also lets users to generate reports based on date ranges and data fields.

    Pipelinedeals is a SaaS-based platform, which helps companies to manage their sales pipelines. Pipelinedeals allows users to create and manage pipelines, identify opportunities and fplow up with prospects and customers. It also helps users to react quickly to the changes in the market and make better decisions based on market insights.

    Integration of Freshworks CRM and pipelinedeals. When the Freshworks CRM and pipelinedeals are used together, they can provide an excellent top for sales teams, which will help them to stay on top of their workload and increase productivity. This integration allows users to connect Pipelinedeals accounts with Freshworks CRM accounts, which lets users connect Pipelinedeals accounts with Freshworks CRM accounts. This integration provides Pipelinedeals users the ability to create a deal in Pipelinedeals from a lead in Freshworks CRM account. The features of this integration include:

    Create a new deal from a lead. Users can create a deal from a lead by providing additional information about the lead.

    Users can create a deal from a lead by providing additional information about the lead. Create a contact from a specific deal. If a deal has been created in Pipelinedeals, users can create a contact from that deal in the Freshworks CRM account. This way, it is easy for users to create contacts from deals that have been already created in Pipelinedeals.

    If a deal has been created in Pipelinedeals, users can create a contact from that deal in the Freshworks CRM account. This way, it is easy for users to create contacts from deals that have been already created in Pipelinedeals. Create a note from a specific deal. If a user creates a note in Pipelinedeals, then he/she can also create a note from that specific deal in the Freshworks CRM account.

    If a user creates a note in Pipelinedeals, then he/she can also create a note from that specific deal in the Freshworks CRM account. Assign leads to specific team members. Users can assign leads to specific team members in the Freshworks CRM account. This way, leads can be assigned to team members who are working on similar deals or leads.

  • Benefits of Integration of Freshworks CRM and pipelinedeals:
  • The process to integrate Freshworks CRM and pipelinedeals 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 January 18,2023 06:34 pm