Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business
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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 whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
Trigger when invoice updated.
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 client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
“Integrating Freshworks CRM and WHMCS is the best spution for any e-business because it offers amazing features that can help to enhance your business.”
WHMCS (WHM Complete Spution. is a software that helps you to manage your clients, billing/invoicing, support tickets, subscriptions, etc. This software also allows you to create custom products and sell them. You can integrate Freshworks CRM (Customer Relationship Management Software. with WHMCS to automate your business, increase sales and customers satisfaction. Freshworks CRM is an all-in-one CRM software designed for startups with limited resources. It is easy to use, comes with a friendly UI and has amazing features.
In this part, we will discuss benefits of integration of Freshworks CRM and WHMCS.
You can access all the data related to your customer from a single app i.e. Freshworks CRM. You will have a complete record of their activities related to CRM with just a click away from you. You don’t have to switch from one app to another to find their information. Everything is available in a single database which makes it easier to work on the data. In WHMCS, you can easily integrate Freshworks CRM with a help of a wizard interface. You can add the contacts from Freshworks CRM to WHMCS and vice versa. This is very useful when you want to see your data in a different database.
When you integrate two different apps together then you will not have to set up everything manually. Setting up everything manually can be time consuming and this will increase your workload. The integration process will help you to reduce your workload and save your time so that you can focus on other things such as selling more products or managing your clients better.
When you integrate both the apps together, you will get an option to add multiple users in it including admin users, developers, client managers and others. They can see the same data and work on it together. For example. If you want some data checked by a developer then he/she will easily get access to the data and work on it instead of sending you an email and waiting for your response. This will help you to save a lot of time and get more things done instead of wasting time in responding emails or making calls.
In this article, we discussed the benefits of integration of Freshworks CRM and WHMCS. We said how integrating these two apps reduces your workload and increases your efficiency level. If you want to know more about integration then feel free to contact our experts or leave us a comment below and we will get back to you at the earliest possible time.
The process to integrate Freshworks CRM and WHMCS 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.