Freshworks CRM + UPilot Integrations
Integrate Freshworks CRM with UPilot to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Freshworks CRM to UPilot integration helps boost your business’ efficiency.
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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 UPilot
UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
UPilot IntegrationsConnect Freshworks CRM + UPilot in easier way
It's easy to connect Freshworks CRM + UPilot without coding knowledge. Start creating your own business flow.
- Triggers
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New Appointmenttrigger when new appointment created.
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New Completed TaskTrigger when any task gets completed.
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New ContactTrigger when new contact is created.
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New DealTrigger when new deal created.
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New TaskTrigger when new task created.
- Actions
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Add AppointmentAdd an appointment.
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Create AccountCreate an account.
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Create ContactCreates a contact.
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Create DealCreates a deal.
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Create NoteCreates a note.
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Create TaskCreates a task.
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Update ContactUpdates an existing contact.
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