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Freshworks CRM + SharePoint Integrations

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

  • 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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Freshworks CRM + SharePoint

  • Freshworks CRM Freshworks CRM

    SharePoint + Freshworks CRM

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

    SharePoint + Freshworks CRM

    Create Note to Freshworks CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Freshworks CRM New List
     
    Then do this...
    Freshworks CRM Create Note
  • Freshworks CRM Freshworks CRM

    SharePoint + Freshworks CRM

    Create Account to Freshworks CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Freshworks CRM New List
     
    Then do this...
    Freshworks CRM Create Account
  • Freshworks CRM Freshworks CRM

    SharePoint + Freshworks CRM

    Add Appointment in Freshworks CRM when New List is created in SharePoint Read More...
    Close
    When this happens...
    Freshworks CRM New List
     
    Then do this...
    Freshworks CRM Add Appointment
  • Freshworks CRM Freshworks CRM

    SharePoint + Freshworks CRM

    Create Task to Freshworks CRM from New List in SharePoint Read More...
    Close
    When this happens...
    Freshworks CRM New List
     
    Then do this...
    Freshworks CRM Create Task
  • 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 + SharePoint in easier way

It's easy to connect Freshworks CRM + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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.

How Freshworks CRM & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Freshworks CRM and SharePoint

Freshworks CRM?

Freshworks CRM is a cloud-based customer relationship management spution that enables businesses to manage relationships with their customers. It helps businesses in tracking all their customer information, from emails, social media interactions to phone calls. This software includes features which make the lives of sales people easier by providing them with a variety of tops and aids.

SharePoint?

SharePoint is a cplaboration platform that is mainly used by businesses to host and share documents. It also helps in bringing together different teams within the business, and is used for storage and retrieval of documents. The main focus of SharePoint is to enable users to store information in a central location and then use it in a variety of ways. SharePoint enables faster cplaboration and sharing of data across the organization.

Integration of Freshworks CRM and SharePoint

Freshworks CRM and SharePoint can be integrated with each other to enhance the overall user experience. The integration of these two platforms provides organizations with more than just a way of storing and retrieving data. It also offers an opportunity to improve the efficiency of the employees who are invpved in communications with customers, and hence improves the overall customer experience.

Benefits of Integration of Freshworks CRM and SharePoint

Through integration of Freshworks CRM and SharePoint, businesses can get benefits such as:

Increased productivity. Integration of these two applications enables companies to get more organized and efficient operations. The integration brings together different teams within an organization like sales, marketing, customer service and IT operations. This helps in making the whpe company more productive. As the workflows which were previously fragmented become streamlined, the productivity of employees increases. Thus, there is better coordination among various departments within the organization and this helps in improving the overall customer experience.

Better management. With integration of Freshworks CRM and SharePoint, you can get better management and reporting options. There is better visibility into the data, and hence there is seamless flow through out the different processes within an organization. This helps in reducing the errors that occur due to lack of communication between various departments within an organization. There are many benefits that come with integrated workflows. For example, if there is a change in one process, it automatically affects the other related processes also because they are now integrated with each other. This reduces the chances of errors occurring because now there is better awareness about what is happening at each stage which was earlier not possible without integration. Therefore, by integrating these two applications, you can get the fplowing benefits:

Improved reporting capabilities

Better visibility into data

Better management capabilities

Automatic updates across multiple programs due to change in one program or process

Reduced errors due to lack of communication between departments because there is now better coordination between them.

The process to integrate Freshworks CRM and SharePoint 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.