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Freshworks CRM + uProc Integrations

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

  • 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 uProc

uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.

uProc Integrations

Best ways to Integrate Freshworks CRM + uProc

  • Freshworks CRM uProc

    Freshworks CRM + uProc

    Select Tool in uProc when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    uProc Select Tool
  • Freshworks CRM uProc

    Freshworks CRM + uProc

    Select Tool in uProc when New Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    uProc Select Tool
  • Freshworks CRM uProc

    Freshworks CRM + uProc

    Select Tool in uProc when New Completed Task is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Completed Task
     
    Then do this...
    uProc Select Tool
  • Freshworks CRM uProc

    Freshworks CRM + uProc

    Select Tool in uProc when New Contact is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    uProc Select Tool
  • Freshworks CRM uProc

    Freshworks CRM + uProc

    Select Tool in uProc when New Deal is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Deal
     
    Then do this...
    uProc Select Tool
  • 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 + uProc in easier way

It's easy to connect Freshworks CRM + uProc 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.

  • Select Tool

    Select a tool to perform verification or enrichment

How Freshworks CRM & uProc 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 uProc 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 uProc.

    (2 minutes)

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

Integration of Freshworks CRM and uProc

Freshworks CRM?

Freshworks is a cloud-based customer relationship management (CRM. and business process automation (BPA. platform. The company was founded in 2011 by Shan Krishnasamy, Girish Mathrubootham , and Sachin Verma. They provide cloud software that helps businesses to help customers like sales, marketing and customer service. Freshworks has its headquarters in San Bruno, California.

uProc?

uProcess is a BPA software which is used to automate business processes. It allows you to create your workflows without any development skills and deploy them to web or mobile with no IT effort. You can also create custom apps using uProcess’s application program interfaces (APIs.

Integration of Freshworks CRM and uProc

The integration of Freshworks CRM and uProc can help you save time and money. You can use its automated marketing, sales and service tops to streamline your business. uProcess has over 100+ pre-built integrations with various platforms such as Salesforce, Zendesk, Gmail, Slack, Twitter, Twilio, Mailchimp, Hipchat, Google Apps etc. If you do not have a CRM platform yet, you can integrate it with Freshworks CRM and use it as a basic one. It will help you to start with your business more effectively by maintaining a high level of customer satisfaction.

Benefits of Integration of Freshworks CRM and uProc

There are many benefits of integrating Freshworks CRM and uProcess. Let’s take a look at some of those benefits:

Increased Customer Satisfaction – You can provide an outstanding customer experience through your business. You can engage with your customers more effectively through your business. You can respve customer queries faster which improve their satisfaction level.

Speed Up Your Business – The integrated software applications will increase the speed of your business. You can complete your business tasks on time through automation. So, if you have a lot of tasks to complete on a daily basis, this integration will definitely help you to achieve more in less time.

Lower Costs – The integrated software applications will also lower your costs. Since the software applications are automated, you will be able to save time and effort through automating these software applications. Thus, there will be lower cost for you to maintain the software applications because there will be no human invpvement for each task.

Better Customer Experience – The integrated software applications will provide you with better customer experience. It will enable you to provide customer support anytime and anywhere through mobile devices or computer devices. There will be no need for you to wait in long queues when you need support. You will be able to contact your vendor in any time when you need support for your service in spite of the time zones in the world.

Reduced Support Costs – You can reduce your support costs through the integration of Freshworks CRM and uProcess since it will help in increasing the productivity of your business. It will also help you to provide better customer experience by eliminating the human efforts required in handling customer issues through phone calls or emails.

Conclusion

The process to integrate Freshworks CRM and uProc 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.