Integrate Freshworks CRM with Revolut

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

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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 Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

Revolut Integrations
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Best Freshworks CRM and Revolut Integrations

  • Freshworks CRM Integration Freshworks CRM Integration

    Revolut + Freshworks CRM

    Create Contact to Freshworks CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Transaction
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Freshworks CRM Integration Freshworks CRM Integration

    Revolut + Freshworks CRM

    Create Note to Freshworks CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Transaction
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Freshworks CRM Integration Freshworks CRM Integration

    Revolut + Freshworks CRM

    Create Account to Freshworks CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Transaction
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Freshworks CRM Integration Freshworks CRM Integration

    Revolut + Freshworks CRM

    Add Appointment in Freshworks CRM when New Transaction is created in Revolut Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Transaction
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Freshworks CRM Integration Freshworks CRM Integration

    Revolut + Freshworks CRM

    Create Task to Freshworks CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Transaction
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Freshworks CRM Integration {{item.actionAppName}} Integration

    Freshworks CRM + {{item.actionAppName}}

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

It's easy to connect Freshworks CRM + Revolut 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 Transaction

    Triggers when you exchange, send or receive money.

    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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Freshworks CRM & Revolut 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 Revolut 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 Revolut.

    (2 minutes)

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

Integration of Freshworks CRM and Revolut

In the present scenario, there are many business entities that have not been able to cope up with the ever-changing business environment. In the modern day, the world of business is moving at a very fast pace which is why it becomes incumbent on the part of any entity to get their hands on the latest technpogy that serves as a boost to their business. One such entity that is providing a boost to businesses all across the globe is Freshworks. Freshworks is a cloud-based Enterprise Resource Planning (ERP. software which provides a wide range of functionalities for businesses this software helps them to track and manage their customers, finances and inventory in one place.

Freshworks has always aimed at providing their customers with the best customer experience and when it comes to marketing, they take pride in saying that they know how to make an impression. They do this by integrating their Enterprise Resource Planning (ERP. software with other tops like Revput. Revput is an online bank that conducts banking transactions in the form of roundups and cardless payments and it also offers customer analytics and insights. The integration of Freshworks and Revput will allow business entities to access real-time data and relate it to customer behavior in order to come up with actionable insights.

  • Integration of Freshworks CRM and Revput
  • The integration of Freshworks and Revput will allow Freshworks users to access Revput data through Freshworks’ Performance Management suite. This integration will not only provide access to real-time data but also allow users to interpret and analyze it which will result in better decision-making and business strategies. This integration will also let users integrate their Freshworks and Revput accounts and view their financial transactions and insights right inside Freshworks. It will help them manage customer relationships and track how users interact with them on social media. It will also help augment personalization for each of these customers on social media.

  • Benefits of Integration of Freshworks CRM and Revput
  • The integration of Freshworks CRM with Revput provides certain benefits to both the companies. For instance, it will let users increase conversions while also streamlining their customer acquisition process. It will also give users access to more complete customer profiles while also providing them with better customer insights. This integration will make it easier for them to create more personalized offers while also making it easier for them to motivate customers with targeted campaign initiatives.

    From the above discussion, it can be deduced that the integration of Freshworks CRM with Revput will help business entities improve their business by providing them with actionable information about their customers. The integration provides access to real-time data analysis while also helping them come up with personalized offers for their customers.

    The process to integrate Freshworks CRM and Revput 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.