Integrate Freshworks CRM with ShipStation

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

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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 ShipStation

ShipStation is a web-based, multi-carrier shipping solution that is designed to save eCommerce retailers time and money on their order fulfillment process. With ShipStation you get access to a single set of powerful tools for managing your orders from creation through fulfillment—anywhere your business needs to ship.

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

Explore quick connects

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

  • Shippo Integration Shippo
  • Easyship Integration Easyship
  • FedEx Integration FedEx
Connect Freshworks CRM + ShipStation in easier way

It's easy to connect Freshworks CRM + ShipStation 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.

  • Item Ordered

    Triggers for each individual line item when a new order is created or imported.

  • Item Shipped

    Triggers for each individual line item when a new outbound shipping label is created for an order.

  • New Order

    Triggers when a new Order is created or imported in ShipStation

  • Order Shipped

    Triggers when a new outbound shipping label is created for an order.

  • 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

    Create Order

  • Mark an Order as Shipped

    Marks an order as shipped without creating a label in ShipStation.

  • Update Order

    Updates an existing order. Only orders in an open status in ShipStation (awaiting_payment, awaiting_shipment, and on_hold) can be updated through this method. This call DOES NOT currently support partial updates. The entire resource must be provided in the body of the request

How Freshworks CRM & ShipStation 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 ShipStation 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 ShipStation.

    (2 minutes)

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

Integration of Freshworks CRM and ShipStation

Freshworks is a cloud-based platform that is designed to help small and medium businesses manage their customer relations. It allows companies to better interact with their customers, track analytics and use data to drive their business decisions. The Freshworks CRM system is an important top for any company that needs to keep track of its customers’ information and their interactions with the business.

ShipStation is a shipping management spution that allows companies to run their entire shipping operations from one place. It’s like a warehouse management system (WMS. for shipping. ShipStation’s offers tops such as tracking, e-labeling, picking and packing and inventory management.

The integration of Freshworks CRM and ShipStation allows users to easily import Freshworks CRM contacts into ShipStation. Users can also create customers in Freshworks CRM directly from ShipStation. Other features include automatic synch of product inventory between the two platforms, inventory updates on Freshworks CRM when an order is placed in ShipStation, real-time shipping rates from carriers, delivery status updates on Freshworks CRM, order creation in Freshworks CRM, shipment creation in ShipStation, shipment tracking updates on Freshworks CRM, item importations from Shopify into ShipStation, shipment exports to Shopify, order exports to QuickBooks, order export to Xero, shipment export to Xero and custom fields export to Xero. These features make integration of the two sputions invaluable for any business that needs to manage its customer relations.

Integration of Freshworks CRM and ShipStation

Integration of Freshworks CRM with ShipStation is done using Appy Pie Connect. Appy Pie Connect is a web-based automation top that allows users to create their own workflows by connecting different applications through Connects. A Connect is a workflow that automates tasks between different applications or websites. Using Connects on Appy Pie Connect, users can automatically sync data between Freshworks CRM and ShipStation so they may run their business more efficiently. This integration makes it easy for users to create customers on Freshworks CRM directly from ShipStation.

Another feature of this integration is automatic synch of product inventory between the two platforms. Product inventory updates on Freshworks CRM when an order is placed in ShipStation, delivery status updates on Freshworks CRM, real-time shipping rates from carriers, shipment creation in ShipStation, shipment tracking updates on Freshworks CRM, order creation in Freshworks CRM, item importations from Shopify into ShipStation, shipment exports to Shopify, order exports to QuickBooks, order export to Xero, shipment export to Xero and custom fields export to Xero.

Benefits of Integration of Freshworks CRM and ShipStation

Integration of Freshworks CRM with ShipStation benefits users by allowing them to manage their customer relations effectively. Users of this integration are able to save time by creating customers directly from ShipStation instead of creating them manually in Freshworks CRM. Customers created automatically in Freshworks CRM are automatically synced with ShipStation. This saves users time because they won’t have to manually add them into the system when they place an order in ShipStation.

Customers can also be created in Freshworks CRM from ShipStation. When a user creates a new customer in ShipStation, the customer will be created automatically in Freshworks CRM when they next log into their account. This helps users avoid missing information when creating a customer manually in Freshworks CRM because all required information will be filled in when creating a customer through ShipStation. This helps companies avoid missing data when a customer contacts them in the future because all their information will already be in the system when they contact the company.

This integration also helps users automate various tasks that have been carried out manually before it was implemented. For example, when a user places an order in ShipStation that requires a label, they can create a label directly from ShipStation without having to create the label manually in Freshworks CRM. This saves users time because they don’t have to create a label manually when they have already created it automatically using this integration.

Another benefit of this integration is real-time shipping rates from carriers. Users can get instant access to real-time shipping rates from carriers when sending a package through Shipstation using the integration with Freshworks CRM. This helps companies save money because they no longer have to call up different carriers for rates before sending a package through Shipstation. Carriers can also provide discounts for shipments that qualify for such discounts when sent through the integration with Freshworks CRM and Shipstation. This helps companies save money by getting discounts on shipments that would otherwise not qualify for such discounts if sent through other channels such as phone calls or emails.

Another benefit of this integration is delivery status updates on Freshworks CRM when an order is placed in Shipstation and shipment tracking updates on Freshworks CRM. This allows users to track their orders and shipments more effectively than before because they can get delivery status updates directly from Freshworks CRM when an order is placed through Shipstation and shipment tracking updates directly from Shipstation when an order or shipment is shipped through this integration.

This integration allows users to easily integrate data between Freshworks CRM and ShipStation so they can manage their customer relations effectively without spending too much time interacting with customers through emails and phone calls. The integration also allows users to automate processes such as creating labels and getting access to real-time shipping rates and discounts from carriers so they don’t have to waste time doing these things manually anymore.

The process to integrate Freshworks CRM and ShipStation 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