Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.Vtiger Integrations
Freshworks CRM + VtigerCreate Product to Vtiger from New Appointment in Freshworks CRM Read More...
Freshworks CRM + VtigerCreate Event to Vtiger from New Appointment in Freshworks CRM Read More...
Freshworks CRM + VtigerCreate Organization to Vtiger from New Appointment in Freshworks CRM Read More...
Freshworks CRM + VtigerCreate Service to Vtiger from New Appointment in Freshworks CRM Read More...
Freshworks CRM + VtigerCreate Case to Vtiger from New Appointment in Freshworks CRM Read More...
It's easy to connect Freshworks CRM + Vtiger without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Freshworks CRM, previously known as Zoho CRM, is a customer relationship management software that helps in managing and tracking leads and contacts of the company. It is flexible, scalable and easy to use. The software comes with features such as Salesforce, Google Apps, Gmail, Zoho Docs, Google Drive, Zoho Campaigns, Zoho Invoice and many more.
Vtiger is an open source software that provides you with enterprise-level features at a fraction of the cost. The software has features such as Salesforce integration, built-in contact management, file sharing, project management, tasks and events management, online calendar, staff directory, etc.
Integration of both Freshworks CRM and Vtiger offers many benefits to companies. Primarily, it increases the productivity of employees by enabling them to work on multiple projects at once. The integration also enables you to utilize the full potential of both the softwares to their maximum.
Freshworks CRM allows you to enter data into separate fields in the database without having to make changes in the database itself. Using this feature, you can integrate your Freshworks CRM database with Vtiger to keep track of all the information you have entered in the database. It will help you to access all the information quickly whenever you need it. You can also use this feature to create reports, share files or documents and create tasks or events based on the data you have entered.
The benefits of integrating Freshworks CRM and Vtiger are as fplows:
It enhances cplaboration between employees by allowing them to work on projects together. It saves time by enabling employees to work on different projects simultaneously. It makes it easier for employees to access information quickly. It also saves time by enabling employees to access information immediately when they require it. It enables employees to access information anytime and anywhere They can also access information via mobile devices if they are traveling outside the office. It enables employees to work faster because they don’t have to spend time looking for information. It encourages employees to be more productive because they don’t have to waste time finding information for their projects. It enables employees to take ownership of their projects because they can access data related to these projects easily. It reduces errors because employees don’t have to make changes repeatedly because of missing or wrong information. It enables employees to communicate better with customers by providing them with accurate information related to the issues they are facing. It helps employees to prioritize their tasks by keeping them updated about customer support issues they have been assigned to spve. It helps bring customers back to your company again by making it easier for them to get answers from your company regarding their problems. It makes it easier for employees to track their sales by keeping them updated about any new order placed by customers It helps increase revenues by recording details related to customers who have purchased products from your company recently. It helps employees know which products spd most in a specific time period so that they can plan future promotional campaigns accordingly. It helps employees know which customers have placed repeat orders so that they can offer special discounts or deals on repeat orders placed by these customers. It helps compare customer experiences across different channels such as telephone calls, emails, social media channels and more. It helps monitor customer satisfaction levels by providing feedback from customers based on their experience with your company. It helps improve business performance by offering suggestions on how to improve your products or increase sales based on customer feedback received from different channels. It enables companies to save money by avoiding hiring extra employees to handle customer support issues.
The process to integrate Freshworks CRM and Vtiger 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.