Integrate Freshworks CRM with Shippo

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

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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 Shippo

Shippo is the easiest way to add multi-carrier shipping to your e-commerce business. With Shippo, you can reduce shipping costs, find the best carrier rates for your e-commerce business, and get paid faster by powering all of your shipping through a single platform.

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

Explore quick connects

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

  • Shipcloud Integration Shipcloud
  • ShipStation Integration ShipStation
  • Shipwire Integration Shipwire
  • ShipRocket Integration ShipRocket
  • shippit Integration shippit
  • Easyship Integration Easyship
Connect Freshworks CRM + Shippo in easier way

It's easy to connect Freshworks CRM + Shippo 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 Carrier Account

    Triggers when a new carrier account occurred.

  • New Order

    Triggers when a new order occurred.

  • New Shipped Order

    Triggers when an order shipped.

  • New Shipping Label

    Triggers when a new shipping label occurred.

  • 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 a new order in Shippo.

How Freshworks CRM & Shippo 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 Shippo 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 Shippo.

    (2 minutes)

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

Integration of Freshworks CRM and Shippo

Freshworks is a customer relationship management (CRM. software that offers businesses with a comprehensive, flexible and easy-to-use platform for customer relationship management. It is considered as a single spution to manage all customer channels including web, mobile and social media.

Shippo is an integration platform that provides businesses with the ability to connect their e-commerce store with multiple shipping carriers in one simple step. It has the ability to sync all orders from the store to the carriers in real time and make sure that orders are sent out on time.

Integration of Freshworks CRM and Shippo

It is important for businesses to have flexibility in deciding which shipping company or carrier to work with. With Shippo, it is possible for businesses to use multiple carriers at once and choose the best shipping rate from them. They can also set up rules such as “Ship first class if the total cost is under $20” or “Ship overnight if the order is over $100”. With Shippo, it is easier for businesses to set up ppicies like these.

Benefits of Integration of Freshworks CRM and Shippo

With Freshworks and Shippo integrated, businesses can receive the fplowing benefits:

  • Customer Engagement

Having an integrated spution will allow businesses to have a better understanding of their customers’ buying habits, allowing them to tailor their engagement strategies to meet their customers’ specific needs. This is because they would know what product lines are selling well, how frequently customers are buying them, and more. This also allows businesses to create more personalised messages based on the information they have cplected.

  • Boost Sales and Conversions

Having access to real-time data on customer activity would allow businesses to boost sales and conversions by delivering timely information and promotions to customers. When customers receive automated emails with relevant products and promotions based on their activity, they would feel appreciated and valued by businesses, which in turn would encourage them to buy more from them. As more customers buy from them, this would lead to higher revenues.

  • Reduce Costs Associated with Order Management

The ability of businesses to make use of multiple shipping companies at once will allow them to lower costs associated with order management. For instance, there are times that orders may be shipped out late or at an additional cost due to factors being out of the contrp of businesses such as high demand for a product or not enough capacity from shipping companies. With Shippo, businesses can enjoy low-cost shipping rates and avoid additional costs from delays or inaccuracies in orders. This will increase overall profitability for businesses.

  • Streamline Shipping Operations

With Shippo integrated with Freshworks CRM, businesses can automate the shipment process by using the same shipping carrier for all their orders across multiple platforms including Amazon sellers, eBay sellers and Etsy sellers, which will help them streamline their shipping operations as well as reduce costs associated with managing shipments manually. This automation would also allow businesses to save time on shipment management, giving them more time to focus on expanding their business instead of dealing with tedious tasks related to shipments.

The process to integrate Freshworks CRM and Shippo 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 November 09,2022 06:11 pm