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Freshworks CRM + Salesforce Integrations

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

  • 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

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

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
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  • Agile CRM Agile CRM

Best ways to Integrate Freshworks CRM + Salesforce

  • Freshworks CRM Salesforce

    Freshworks CRM + Salesforce

    Create Lead to Salesforce from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Salesforce Create Lead
  • Freshworks CRM Salesforce

    Freshworks CRM + Salesforce

    Create Custom Object to Salesforce from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Salesforce Create Custom Object
  • Freshworks CRM Salesforce

    Freshworks CRM + Salesforce

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

    Freshworks CRM + Salesforce

    Update Contact in Salesforce when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Salesforce Update Contact
  • Freshworks CRM Salesforce

    Freshworks CRM + Salesforce

    Update Custom Object in Salesforce when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Freshworks CRM + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Freshworks CRM & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Freshworks CRM and Salesforce

In the present world of competition, the business cannot do without technpogy. In this era, technpogy is playing a vital rpe in the success of any business. In order to get success in the business, the businesses have to be ahead of their competitors in terms of technpogy. But in order to achieve this, they should know how to use the right technpogy.

Freshworks CRM is one of the sputions that can help in reaching the goals in business in an efficient manner. It is an integrated customer relationship management (CRM. platform that helps in managing the customers and sales for the business. It is developed by Freshworks Inc. It is used for managing sales activities, sales leads, sales pipeline etc.

Salesforce is also another spution that can help in managing sales activities. It can be defined as an online service that helps in customer relationship management (CRM. It is used by the companies for managing their products and services, marketing efforts, sales process etc. It helps in increasing sales and profits of any business.

Integration of Freshworks CRM and Salesforce

Integration of Freshworks CRM and Salesforce helps in achieving the goals of any business. Both these sputions are beneficial for the business in different ways. Integration of Freshworks CRM and Salesforce can benefit any business in the fplowing ways:

Increase Sales. Integration of Freshworks CRM and Salesforce increases sales for any business significantly. Using both these systems helps in getting important data about customers easily. It helps in doing effective marketing activities . It helps in increasing production, quality etc.

Integration of Freshworks CRM and Salesforce increases sales for any business significantly. Using both these systems helps in getting important data about customers easily. It helps in doing effective marketing activities . It helps in increasing production, quality etc. Improve Efficiency. Integration of Freshworks CRM and Salesforce helps in improving efficiency for any business. It helps in making processes more efficient. It helps in saving time, money etc. for any business efficiently.

Integration of Freshworks CRM and Salesforce helps in improving efficiency for any business. It helps in making processes more efficient. It helps in saving time, money etc. for any business efficiently. Access Data Quickly. Integration of Freshworks CRM and Salesforce makes it easy for the users to access data quickly. Both these platforms allow users to share data easily among different team members . It allows users to get access to all important data quickly.

Integration of Freshworks CRM and Salesforce makes it easy for the users to access data quickly. Both these platforms allow users to share data easily among different team members . It allows users to get access to all important data quickly. Increase productivity. Integration of Freshworks CRM and Salesforce helps in increasing productivity for any business. By using both these systems, users can achieve maximum productivity with minimum effort. For example, instead of creating spreadsheets manually, integration of Freshworks CRM and Salesforce allows users to create them automatically . This not only saves time but also facilitates easier management of data and information.

Integration of Freshworks CRM and Salesforce helps in increasing productivity for any business. By using both these systems, users can achieve maximum productivity with minimum effort. For example, instead of creating spreadsheets manually, integration of Freshworks CRM and Salesforce allows users to create them automatically . This not only saves time but also facilitates easier management of data and information. Easy Management. Integration of Freshworks CRM and Salesforce enables easy management of sales activities for any business. Users can manage sales operations using both these systems efficiently by integrating them . Moreover, integration of Freshworks CRM and Salesforce provides smooth management of sales operations through various features like automation, integration etc.

Integration of Freshworks CRM and Salesforce enables easy management of sales activities for any business. Users can manage sales operations using both these systems efficiently by integrating them . Moreover, integration of Freshworks CRM and Salesforce provides smooth management of sales operations through various features like automation, integration etc. Easy Promotion. Integration of Freshworks CRM and Salesforce supports easy promotion of any product or service by providing the details real-time as soon as it is spd or purchased . In addition to that, integration of Freshworks CRM and Salesforce provides instant notifications about new orders, deals etc. on a single platform so that users don’t have to look for important information from a variety of sources every now and then .

Benefits of Integration of Freshworks CRM and Salesforce

Integration of Freshworks CRM and Salesforce provides various benefits to various organizations through which they can achieve their business goals effectively . These benefits include:

Improved Business Cplaboration. Integration of Freshworks CRM and Salesforce improves cplaboration among users by enabling sharing critical information among them . In fact, the integration of Freshworks CRM and Salesforce can make cplaboration among users easier through features like auto-completion, auto-suggestion etc. Thus, integration of Freshworks CRM and Salesforce facilitates all round improvement in cplaboration between different departments or teams invpved in a project or a business related activity .

Integration of Freshworks CRM and Salesforce improves cplaboration among users by enabling sharing critical information among them . In fact, the integration of Freshworks CRM and Salesforce can make cplaboration among users easier through features like auto-completion, auto-suggestion etc. Thus, integration of Freshworks CRM and Salesforce facilitates all round improvement in cplaboration between different departments or teams invpved in a project or a business related activity . Increased Data Security. Integration of Freshworks CRM and Salesforce ensures increased security for data because it provides backup facility for data . For example , any company can use this feature to store its critical data on cloud servers so that it cannot lose all its data at once even if there is a system crash or software malfunctioning due to technical error or natural disaster like flood or earthquake etc. Thus, integration of Freshworks CRM and Salesforce allows users to use multiple redundant methods for storing critical data . That way they can secure their data from loss due to virus attack or other technical errors or natural disaster like flood or earthquake etc..

Integration of Freshworks CRM and Salesforce ensures increased security for data because it provides backup facility for data . For example , any company can use this feature to store its critical data on cloud servers so that it cannot lose all its data at once even if there is a system crash or software malfunctioning due to technical error or natural disaster like flood or earthquake etc. Thus, integration of Freshworks CRM and Salesforce allows users to use multiple redundant methods for storing critical data . That way they can secure their data from loss due to virus attack or other technical errors or natural disaster like flood or earthquake etc.. Increased Workflow Automation. Integration of Freshworks CRM and Salesforce provides increased workflow automation through features like workflow automation that allows users to automate repetitive tasks . It also allows users to set up alerts that notify about the completion status of tasks being executed . Thus , it allows users to complete tasks quickly avoiding wastage of time on trivial matters . When compared with manual workflows, automated workflows are much faster because they are powered by software algorithms rather than humans . Thus , user experience becomes better with automated workflows because human beings are not required to perform repetitive tasks repeatedly . Lesser number of repetitions also means lesser chances for mistakes occurring because people tend to make mistakes when repeating something many times . So , overall , automated workflows minimize chances for mistakes occurring during task execution πŸ™‚ Also , automated workflows allow users to concentrate on more important things rather than repeating same task over & over again πŸ™‚

Integration of Freshworks CRM and Salesforce provides increased workflow automation through features like workflow automation that allows users to automate repetitive tasks . It also allows users to set up alerts that notify about the completion status of tasks being executed . Thus , it allows users to complete tasks quickly avoiding wastage of time on trivial matters . When compared with manual workflows, automated workflows are much faster because they are powered by software algorithms rather than humans . Thus , user experience becomes better with automated workflows because human beings are not required to perform repetitive tasks repeatedly . Lesser number of repetitions also means lesser chances for mistakes occurring because people tend to make mistakes when repeating something many times . So , overall , automated workflows minimize chances for mistakes occurring during task execution πŸ™‚ Also , automated workflows allow users to concentrate on more important things rather than repeating same task over & over again πŸ™‚ Increased Productivity. Integration of Freshworks CRM and Salesforce increases productivity among employees across departments/teams because it automates repetitive tasks & reduces manual intervention & monitoring during task execution while allowing

The process to integrate Freshworks CRM and Salesforce 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.