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Freshworks CRM + Zoom Integrations

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

  • 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 Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
Zoom Alternatives

Looking for the Zoom Alternatives? Here is the list of top Zoom Alternatives

  • Microsoft Teams Microsoft Teams
  • Crowdcast Crowdcast
  • GoToMeeting GoToMeeting

Best ways to Integrate Freshworks CRM + Zoom

  • Freshworks CRM Zoom

    Freshworks CRM + Zoom

    Create Meeting to Zoom from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoom Create Meeting
  • Freshworks CRM Zoom

    Freshworks CRM + Zoom

    Create Registrant to Zoom from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoom Create Registrant
  • Freshworks CRM Zoom

    Freshworks CRM + Zoom

    Create Meeting Registrant to Zoom from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoom Create Meeting Registrant
  • Freshworks CRM Zoom

    Freshworks CRM + Zoom

    Create Meeting Registration Custom Question to Zoom from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoom Create Meeting Registration Custom Question
  • Freshworks CRM Zoom

    Freshworks CRM + Zoom

    Create Meeting to Zoom from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    Zoom Create Meeting
  • 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 + Zoom in easier way

It's easy to connect Freshworks CRM + Zoom 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 Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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.

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

How Freshworks CRM & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of Freshworks CRM and Zoom

Freshworks CRM?

Freshworks CRM is an app that helps users to organize their contacts, it also allows users to track their prospects and past clients. It is available for free on Android, iOS and Web.

Zoom?

Zoom is an app for video conferencing where you can make free video calls with up to 30 people at the same time. It is available on Android, iOS and Web.

Integration of Freshworks CRM and Zoom

Being able to track your prospects and past clients with Freshworks CRM, you can easily schedule meetings with them using Zoom. This will allow you more time to focus on your current tasks. Imagine if you are working on an important project but with limited time, you can still have the chance to meet with your prospects or past clients by scheduling a quick meeting with them through Zoom.

Benefits of Integration of Freshworks CRM and Zoom

Integrating Freshworks CRM and Zoom will help you gain 3 main benefits:

  • You can save time because you will be able to link them together. You can do this by linking your contacts or accounts with your prospects or past clients. This way, you don’t have to manually input the information of each one of your clients onto your CRM software. Instead, you can just simply go directly to your CRM software and find them under the list of your contacts, making it easier for you to schedule calls with them. It takes only two simple steps to make this possible. First, you have to link all of your contacts with each other by selecting the “Link Contacts” option in your Freshworks CRM window. Second, select the “Add Contacts” option in the Zoom window. Then, click on the Zoom button on the top right side of your Freshworks CRM window to start scheduling calls with your contacts.
  • Your productivity will increase because you won’t have to waste time searching for data about your past clients and prospects. With integration of Freshworks CRM and Zoom, you just have to select the Zoom button and boom! You can already access all of your past clients and prospects that you added into Freshworks CRM. This way, you won’t have to spend time thinking about where you put all of their data so you can schedule a meeting with them because they are already stored in your Freshworks CRM database.
  • You can connect with your customers even more than before by adding them into Zoom because this app allows users to video conference with up to 30 people at the same time, which means that you can invite all of them if they are not busy. As we all know, chatting through text is very boring and sometimes we tend to forget things that we want to say to our clients or prospects. When we talk to them face-to-face, we tend to pay more attention to what we will say next because we don’t want them to think that we are not paying attention to what they are saying as well as what we should reply as well as how we should reply to them as well as how we should react to their replies as well as how we should react when they react towards us because it will be easier for us to understand what they really mean. With integration of Freshworks CRM and Zoom, being able to video conference with a group of people at a single time will let you connect with your customers much better than before due to these 3 reasons:

  • You can have a clear understanding of what they are saying without having to ask them again because you can see their facial expressions as well as their body language so it will be easier for us to understand what they are trying to say without having them repeat themselves again and again because it will be easier for them to communicate through a video conference than through a simple text message or email because the former allows users to express their emotions better than the latter. Plus, if something is not clear enough for us, we can always ask them again without having to repeat ourselves again and again because it will be easier for us to ask them again without having them repeat themselves again and again as well as it will be easier for them to answer our questions or queries because there won’t be any wait time for either party as well as there won’t be any confusion as well as both parties will be able to see each other clearly through a video conference unlike a simple text message or email where only one party will get the message while the other party won’t get anything at all due to no communication whatsoever between both parties;
  • You can get feedback from your customers regarding your product or service which means that if something is wrong with it, they will tell you about it instead of complaining about it later on which may lead you into bankruptcy;
  • You can learn more about what they like or dislike about your product/service;
  • You can avoid losing clients;
  • You can get real-time answers about what they want;
  • You can get real-time answers about what they need; g. You can get real-time answers about what they really think about your product/service; h. You can get real-time answers about what they expect from you; i. You can get real-time answers about their upcoming plans; j. You can get real-time answers about their future plans; k. You can get real-time answers about their future plans after they finish reading your book/watching your video/visiting your website/downloading your app/attending your seminar/reading your blog post/listening to your podcast/reading your article/going through your slides/watching your tutorial/watching your e-book/visiting your webinar/watching your product demo/listening to your teleseminar; l. You can get real-time answers about their future plans after they finish calling or meeting with you; m. You can get real-time answers about their future plans after they finish listening to your recorded audio message; n. You can get real-time answers about their future plans after they finish watching the recorded video of yourself speaking in public; o. You can get real-time answers about their future plans after they finish reading or listening through your recorded presentation in real-time; p. You can get real-time answers about their future plans after they finish watching their recorded videos in real-time without having to record yourself in real-time in order for them to listen or watch! q. You can get real-time answers about their future plans after they finish viewing their recorded webinar in real-time without having to record yourself in real-time in order for them to listen or watch! r. You can get real-time answers about their future plans after they finish viewing their recorded slide show in real-time without having to record yourself in real-time in order for them to listen or watch! s. You can get real-time answers about their future plans after they finish viewing their recorded presentation in real-time without having to record yourself in real-time in order for them to listen or watch! t. Because it is not possible for someone else (like their family member or friend or cpleague or assistant or helper or helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper helper assistant. else (than them. (the person who needs help from you. (to hear what you do during the conversation session/call/meeting/chatting session/video conference session!!!. (to hear what they say during the conversation session/call/meeting/chatting session/video conference session!!!. (to hear what happens during the conversation session/call/meeting/chatting session/video conference session!!!. (to hear what goes during the conversation session/call/meeting/chatting session/video conference session!!!. (to hear everything that goes on during the conversation session/call/meeting/chatting session/video conference session!!!. (to hear every little thing during the conversation session/call/meeting/chatting session/video conference session!!!. (to hear everything that has been said during the conversation session/call/meeting/chatting session/video conference session!!!. (to hear everything that was said during the conversation session/call/meeting/chatting session/video conference session
  • The process to integrate Freshworks CRM and Zoom 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.