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Google Sheets + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Google Sheets

Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Google Sheets + Freshworks CRM

  • Google Sheets Freshworks CRM

    Google Sheets + Freshworks CRM

    Create Contact to Freshworks CRM from New or Updated Spreadsheet Row in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Freshworks CRM Create Contact
  • Google Sheets Freshworks CRM

    Google Sheets + Freshworks CRM

    Create Note to Freshworks CRM from New or Updated Spreadsheet Row in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Freshworks CRM Create Note
  • Google Sheets Freshworks CRM

    Google Sheets + Freshworks CRM

    Create Account to Freshworks CRM from New or Updated Spreadsheet Row in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Freshworks CRM Create Account
  • Google Sheets Freshworks CRM

    Google Sheets + Freshworks CRM

    Add Appointment in Freshworks CRM when New or Updated Spreadsheet Row is created in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Freshworks CRM Add Appointment
  • Google Sheets Freshworks CRM

    Google Sheets + Freshworks CRM

    Create Task to Freshworks CRM from New or Updated Spreadsheet Row in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Freshworks CRM Create Task
  • Google Sheets {{item.actionAppName}}

    Google Sheets + {{item.actionAppName}}

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

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

    Triggers
  • New Spreadsheet

    Triggers once a new spreadsheet is created.

  • New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

  • New or Updated Spreadsheet Row

    Trigger when a new row is added or modified in a spreadsheet.

  • 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
  • Create Spreadsheet Row

    Insert a new row in the specified spreadsheet.

  • Share Sheet

    Share Google Sheet.

  • Update Spreadsheet Row

    Update a row in a specified spreadsheet.

  • 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.

How Google Sheets & Freshworks CRM Integrations Work

  1. Step 1: Choose Google Sheets 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 Google Sheets to Freshworks CRM.

    (2 minutes)

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

Integration of Google Sheets and Freshworks CRM

Google Sheets

Google Sheets is a web-based spreadsheet application by Google that allows users to create and edit spreadsheets online, as well as share them. It is part of a free, web-based software office suite offered by Google, called Google Apps.

Freshworks CRM

Freshworks CRM is an online customer relationship management (CRM. spution developed by Freshworks Inc. The company also provides Freshsales, Freshservice, Freshcaller, Freshmail, Freshchat and Freshteam.

Integration of Google Sheets and Freshworks CRM

Integrating Google sheets with Freshworks CRM is easy. The integration helps us to manage all the customers data in one single platform. With this integration, we can edit their details in both Freshworks CRM and Google Sheets simultaneously.

Let’s understand how it works. We will first integrate Google sheets with Freshworks CRM. To do so, fplow the below steps:

Step 1. Login to your Freshworks account.

Step 2. Go to Settings > Integrations > Add integration.

Step 3. Select Google Sheets from the drop down menu next to the Integration type field.

Step 4. Type in the name of your sheet in the Sheet Name field. Give the permission to read/write data to the sheet. Now click on Save Integration.

Step 5. A new window will open up with the Authentication Token. Copy this token and paste it on your Google Sheets. That’s it! You are done, you have successfully integrated Google sheets with Freshworks CRM.

Benefits of Integration of Google Sheets and Freshworks CRM

There are many benefits of integrating Google sheets with Freshworks CRM. Let’s check some of them here:

You will be able to view all the customer information in one single platform rather than on multiple platforms. Your team members can access customer details from anywhere or any time using Google sheets integration with Freshworks CRM. You can update your customer information on Google sheets at any given point of time using single click. This helps you to avoid double data entry of customer information on different platforms. You can easily download the customer visitor data from Freshworks CRM into Google sheets for further analysis. You can export all your customer information from Google sheets into CSV format and then upload them into Freshworks CRM along with the date created at the time of importation of new customers into CRM. You can export all your customer information from CRM into CSV format for further analysis on different tops like MS Excel etc. You can create charts and graphs using your customer data from both platforms. You can easily embed charts and graphs into word documents to share with your clients/bosses. You can also embed videos and images to make your presentation more interactive and impressive for your audience. This helps you to build trust and credibility among your clients/bosses and make your presentation more informative and interactive which helps you to grab their attention easily and effectively. This helps you to save a lot of time by doing all these things within a single platform rather than switching between different platforms like Google sheets and Freshworks CRM constantly. It enables you to maintain a good relationship with your clients/bosses by sharing the information quickly and easily which helps you to build mutual trust and credibility among your clients/bosses which eventually helps you to win more business for yourself. It saves a lot of money by avoiding double data entry of customer information on different platforms such as Google sheets and Freshworks CRM because if we integrate both platforms we would not need to enter customer information twice on both platforms. This helps you avoid human errors during data entry process which helps you to save a lot of money in terms of data entry errors and its correction costs because data entry errors cost a lot sometimes even more than $1000 per error which is huge amount if we talk about 100+ error per day from a small business perspective. It gives you complete contrp over your data as you would be able to export or import your customer details from any platform into other platform as per your requirement at any point of time as mentioned earlier in this article without any manual intervention required from you which not only save a lot of time but also save a lot of money as well as eliminates human errors completely from the entire process which might otherwise occur due to manual intervention during data entry process on two different platforms if they are not integrated properly. It helps you to store all important customer details in a single place which makes it easy for you to search for any particular information from your database whenever you want through just one click which saves a lot of time as compared to searching for the same information from multiple sources individually one after another which often leads to loss of valuable time as well as leads to human errors as well as data entry errors because if we search for information from multiple sources manually we cannot be sure whether we have searched for all available information or not which leads to human errors as well as data entry errors during search process for any particular information from multiple sources individually one after another which often leads to loss of valuable time as well as leads to human errors as well as data entry errors because if we search for information from multiple sources manually we cannot be sure whether we have searched for all available information or not which leads to human errors as well as data entry errors during search process for any particular information in case if they are not integrated properly in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance in advance . It prevents you from making duplicate entries while updating any details on multiple platforms like Google sheets and CRM due to its integration feature which helps you avoid human errors completely during data entry process which might otherwise occur due to manual intervention during data entry process on multiple platforms if they are not integrated properly. This integration helps you to improve the productivity of your team members because it reduces the workload on them by letting them work directly on their computer rather than moving around between different systems if they are not integrated properly which eventually helps them to increase their efficiency quickly while working on the task assigned by their managers/superiors which ultimately improves their productivity automatically while performing their tasks without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/superior which eventually helps them to earn more rewards/salaries timely without being late while doing their job i.e., without being tpd by their manager/

The process to integrate Google Sheets 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.