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Freshworks CRM + Zoho Connect Integrations

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

  • 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 Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Zoho Connect Integrations

Best ways to Integrate Freshworks CRM + Zoho Connect

  • Freshworks CRM Zoho Connect

    Freshworks CRM + Zoho Connect

    Create Private Event to Zoho Connect from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Connect Create Private Event
  • Freshworks CRM Zoho Connect

    Freshworks CRM + Zoho Connect

    Create Feed to Zoho Connect from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Connect Create Feed
  • Freshworks CRM Zoho Connect

    Freshworks CRM + Zoho Connect

    Invite User to Network in Zoho Connect when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Connect Invite User to Network
  • Freshworks CRM Zoho Connect

    Freshworks CRM + Zoho Connect

    Create Private Task to Zoho Connect from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Connect Create Private Task
  • Freshworks CRM Zoho Connect

    Freshworks CRM + Zoho Connect

    Create Event to Zoho Connect from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Connect Create Event
  • 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 + Zoho Connect in easier way

It's easy to connect Freshworks CRM + Zoho Connect 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.

  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    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.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Freshworks CRM & Zoho Connect 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 Zoho Connect 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 Zoho Connect.

    (2 minutes)

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

Integration of Freshworks CRM and Zoho Connect

Freshworks CRM?

Freshworks is a leading cloud-based customer relationship management (CRM. software provider. They help organizations grow faster and more profitably through optimal customer engagement. Their SAAS-based analytics platform helps their customers to manage their sales, marketing and support teams. They also offer a wide range of cloud apps that allow companies to optimize their operations and support their businesses.

Zoho Connect?

Zoho Connect is a SaaS based integration platform that allows real-time data sharing across multiple business applications. Connect integrates with over 200 business applications to help you achieve a unified view of your data.

Integration of Freshworks CRM and Zoho Connect

In this section, I will talk about how Zoho Connect can be integrated with Freshworks CRM.

Freshworks CRM has a limited number of integrations compared to other CRMs. This limits the type of functionality that the users can implement into their business process. By integrating Freshworks with Zoho connect, one can have access to over 200+ apps which they can integrate into their workflow.

Let us take an example of a manufacturing company, where Freshworks is used for Sales, purchase and warehouse management tasks. In this scenario, there are many tops used by different teams in the organization such as Zendesk for customer support, Zoho Docs for document management, Zoho Projects for project management etc. The company needs to implement automated workflow processes between these tops to reduce manual intervention and increase productivity. Here, Freshworks CRM acts as the hub for all other tops in the organization. By using Zoho connect, other tops like Zendesk, Zoho Docs etc can be integrated to Freshworks CRM to automate workflow processes. For example, if a new customer requests for additional products; the support team will send an email notification to the sales team who will then send an order request via Zoho Projects to the sales team. The sales team will then create a sales order in Freshworks CRM which will automatically update the status of the request in Zoho Projects. This way the project manager will be able to see all requests in one place and monitor it at a glance. This reduces the number of emails exchanged between team members which helps them communicate effectively without any gaps. Additionally, Freshworks CRM’s task management feature can be used to assign tasks to each team member based on the urgency of the request. On completion of any task, the user can approve it to finalize the request. Thus, through integration with external apps like Zoho projects etc., Freshworks CRM can act as an external interface where all information related to tasks or requests are stored regardless of what top it originated from. Such integration can make business process more automated, productive and flexible for organizations.

Benefits of Integration of Freshworks CRM and Zoho Connect

There are several benefits of integrating Freshworks CRM with Zoho connect. Some of them are listed below:

Real-time visibility into all activities across all tops in an organization regardless of what top it originated from

Reduce manual intervention at every stage of workflow process thus saving time & effort

Simplify business processes by integrating all key business apps together at one place

Increase productivity by supporting multiple workflows within an organization at once

Improve customer satisfaction by providing streamlined customer service across various channels

Reduce efforts invpved in setting up complex business processes by using pre-defined templates available in Freshworks CRM

Connect with experts across various departments to spve problems quicker than ever before

The process to integrate Freshworks CRM and Zoho Connect 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.