Integrate Getform with Freshworks CRM

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

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About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best Getform and Freshworks CRM Integrations

  • Getform Integration Freshworks CRM Integration

    Getform + Freshworks CRM

    Create Contact to Freshworks CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Getform Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • Getform Integration Freshworks CRM Integration

    Getform + Freshworks CRM

    Create Note to Freshworks CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Getform Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Getform Integration Freshworks CRM Integration

    Getform + Freshworks CRM

    Create Account to Freshworks CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Getform Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Getform Integration Freshworks CRM Integration

    Getform + Freshworks CRM

    Add Appointment in Freshworks CRM when New Submission is created in Getform Read More...
    Close
    When this happens...
    Getform Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • Getform Integration Freshworks CRM Integration

    Getform + Freshworks CRM

    Create Task to Freshworks CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Getform Integration New Submission
     
    Then do this...
    Freshworks CRM Integration Create Task
  • Getform Integration {{item.actionAppName}} Integration

    Getform + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Getform + Freshworks CRM in easier way

It's easy to connect Getform + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • 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.

    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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Getform & Freshworks CRM Integrations Work

  1. Step 1: Choose Getform 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 Freshworks CRM 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 Getform to Freshworks CRM.

    (2 minutes)

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

Integration of Getform and Freshworks CRM

Getform is a platform that helps customer support teams deliver great support more quickly by offering a single place to manage all your incoming emails, phone calls, tweets, and web chats. Getform is the easiest way for companies to set up a single contact center for both customers and employees. Getform has been named Top 10 Most Innovative Startups of 2013 by the Silicon Valley / San Francisco Business Journal. And it’s just getting started.

Freshworks was founded in 2011 by Girish Mathrubootham along with Shan Krishnasamy, Lakshmanan, and Sanjay. It was initially started as an on-demand cloud based customer support software startup. It was later renamed to Freshworks when they added product development to their services. Later they started providing invoicing software services under Freshworks brand name.

Integration of Getform and Freshworks CRM

Freshworks has partnered with Getform to allow users of Freshworks products to create custom forms right from Freshworks CRM. The integration lets users create, view, send, share & manage data in all Freshworks apps including Freshdesk, Freshsales & Freshcaller. The integration allows you to create unlimited number of custom fields in the form builder which can be used across the entire suite of products. This is super useful for when you want to capture additional information about your contacts or leads when they are in different instances of Freshdesk.

Benefits of Integration of Getform and Freshworks CRM

You can now create, view, send, share & manage data in all Freshworks apps including Freshdesk, Freshsales & Freshcaller.

Capture additional information about your contacts or leads when they are in different instances of Freshdesk.

Use the same forms across all Freshdesk products.

Benefit from integrated analytics available in Freshdesk with alerts on form usage.

Track form submissions using Freshcaller (freshdesk’s call tracking app.

The process to integrate Getform and Freshworks CRM 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.