Freshworks CRM + Zoho Connect Integrations

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.