Integrate Freshworks CRM with shippit

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

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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 shippit

Shippit is a shipping tool that will help you become the store that everyone loves. Stop fearing fulfillment and bang it done in minutes with the platform that powers thousands of Australian retailers.

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

Explore quick connects
Connect Freshworks CRM + shippit in easier way

It's easy to connect Freshworks CRM + shippit 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.

  • Create Order

    Creates an order.

  • Get Label information for an Order

    Retrieves labelling information for an Order using the tracking number.

  • Partial Order Cancellation

    Cancel an order by tracking number.

  • Retrieve Quote

    Retrieve quote details for given specifications.

  • Track Order

    Track order by tracking number.

How Freshworks CRM & shippit 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 shippit 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 shippit.

    (2 minutes)

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

Integration of Freshworks CRM and shippit

Freshworks CRM?

Freshworks is a cloud-based customer relationship management platform. It offers an array of products for small and medium-sized businesses, built on the Open Web Platform. The company is headquartered in San Bruno, California.

shippit?

It is a shipping software designed for eCommerce companies to manage orders. It works with all major carriers and delivery services, including UPS, FedEx, DHL, USPS, Canada Post, Purpator, China Post, OnTrac, and many more. It also integrates with popular eCommerce platforms like Shopify, Bigcommerce, Magento, WooCommerce, and more. Shippit offers customizable shipping methods; real-time tracking on desktop & mobile; automated reports; smart auto-suggestions based on your customers’ previous orders; and much more.

Integration of Freshworks CRM and shippit

Freshworks customer relationship management (CRM. integrates with shippit to help retailers manage their orders within one place.

Freshworks CRM provides a time-saving, easy to use interface that allows you to create orders directly from emails or chat messages. It has an intuitive interface that allows users to get started without any training. With its flexible workflows, you can choose between manual or automated processes to manage your orders.

Shippit connects Freshworks CRM with over 57 carriers, so it offers the most comprehensive shipping support available in the market. Shippit can be integrated with different eCommerce platforms such as WooCommerce and Shopify. Retailers can maintain their complex pricing schemes and complex carrier rules by using shippit. Moreover, it helps to automate the process of updating orders and tracking shipments.

By integrating Freshworks CRM with shippit, retailers can improve their efficiency by streamlining order management and shipping processes. They can ship faster and reduce customer service costs.

Benefits of Integration of Freshworks CRM and shippit

Integration of Freshworks CRM and shippit offers several benefits:

Improved Order Management. The integration connects orders with orders and orders with products & inventory records thereby reducing manual work and improving overall order management. This helps to take orders from various channels like emails, chats and social media and also convert them into orders in Freshworks CRM automatically using triggers. Automated Order Creation. With the integration, user can create orders directly from emails or chat messages without any manual intervention. This saves time and eliminates errors. Shipping Rules. Shippit allows you to create shipping rules to make sure your customers receive their orders as per their preferences. You can set up specific shipping rules for each location or address type. Customization. You can make changes to your shipping rates according to the region or country from where the customer is ordering from. Integrations between Freshworks CRM and shippit allow you to connect your website with third party order fulfillment companies such as Amazon Fulfillment Service, Connectpos Warehouse, Shipwire, etc. In addition to this, integration with other third party services such as Google Analytics & Google AdWords helps you analyze customer data and find new leads.

Integrating Freshworks CRM with shippit helps retailers automate their order creation process and reduces the number of steps invpved in creating an order manually. It allows users to create orders directly from emails or chat messages without any manual intervention. In this way, retailers can save time and eliminate mistakes that occur when handling multiple orders simultaneously. In addition to this, it helps to contrp product inventory as well as shipping costs by using shipping rules based on the location of the customer as well as pricing rules based on the channel from which the order was created.

The process to integrate Freshworks CRM and shippit 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 February 01,2023 11:04 am